DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Retirement Plan for Officers,business Reps and Office Employees of Local 464a

Allocators

Little Falls, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:f3442536-cdc2-42a6-95bd-4e4543a9f69e

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $13.2Mlatest reading; see basis
Assets as of: Dec 31, 2023
Assets basis: REPORTED
Funded ratio: 109%
Participants: 100
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2023
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2023
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Multi-Manager Small Cap Cit	n/a	Public equity	$957,876	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Manager Small Cap Cit	n/a	Public equity	$654,326	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$570,440	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal/causeway International Va	n/a	Pooled vehicle	$506,052	Dec 31, 2023	Collective trust	Dol form 5500 pension
Principal/blackrock Intl Eqty Index	Blackrock	Pooled vehicle	$358,361	Dec 31, 2022	Collective trust	Dol form 5500 pension
Principal/causeway International Va	n/a	Pooled vehicle	$279,381	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$241,593	Dec 31, 2023	Derived
U.S. Government securities	n/a	n/a	n/a	11	$1.4M	Dec 31, 2023	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	11	$1.5M	Dec 31, 2023	Derived
Common/collective trusts	n/a	n/a	n/a	13	$1.7M	Dec 31, 2023	Derived
Registered investment companies	n/a	n/a	n/a	5	$706,216	Dec 31, 2023	Derived
Common stock	n/a	n/a	n/a	58	$7.6M	Dec 31, 2023	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Principal Custody Solutions	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Savasta and Company	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock	n/a	Dec 31, 2023	n/a	yes	fact

Relationships

Manages for (1)

← BlackrockInvestment consultant
Dec 31, 2023 to presentfactForm 5500

Sponsors (1)

← United Food and Commercial Workers International Union Local 464aPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Principal Custody SolutionsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Savasta and CompanyInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Dec 31, 2023
Retirement Plan for Officers,business Reps and Office Employees of Local 464a total assets $12M -> $13M (+13.8%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Retirement Plan for Officers,business Reps and Office Employees of Local 464a plan assets $14M -> $12M (-19.4%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Plan for Officers,business Reps and Office Employees of Local 464a funded ratio 135.2% -> 109.4% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f3442536-cdc2-42a6-95bd-4e4543a9f69e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Retirement Plan for Officers,business Reps and Office Employees of Local 464a

Allocators

Little Falls, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:f3442536-cdc2-42a6-95bd-4e4543a9f69e

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Multi-Manager Small Cap Cit

n/a

Public equity

$957,876

Dec 31, 2022

Collective trust

Dol form 5500 pension

Multi-Manager Small Cap Cit

n/a

Public equity

$654,326

Dec 31, 2023

Collective trust

Dol form 5500 pension

Principal/blackrock Intl Eqty Index

Blackrock

Pooled vehicle

$570,440

Dec 31, 2023

Collective trust

Dol form 5500 pension

Principal/causeway International Va

n/a

Pooled vehicle

$506,052

Dec 31, 2023

Collective trust

Dol form 5500 pension

Principal/blackrock Intl Eqty Index

Blackrock

Pooled vehicle

$358,361

Dec 31, 2022

Collective trust

Dol form 5500 pension

Principal/causeway International Va

n/a

Pooled vehicle

$279,381

Dec 31, 2022

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$241,593

Dec 31, 2023

Derived

U.S. Government securities

n/a

$1.4M

Dec 31, 2023

Derived

Corporate debt instruments (other)

n/a

$1.5M

Dec 31, 2023

Derived

Common/collective trusts

n/a

$1.7M

Dec 31, 2023

Derived

Registered investment companies

n/a

$706,216

Dec 31, 2023

Derived

Common stock

n/a

$7.6M

Dec 31, 2023

Derived

Consultant

Role

From

Current

Evidence

Source

Principal Custody Solutions

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Savasta and Company

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Blackrock

n/a

Dec 31, 2023

n/a

yes

fact