5 more advisers, 5 more managers, 18 more commitments and 1 more dated event

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United Food & Commercial Workers Intl Union - Industry Pension Fund

Taft-Hartley plan· OAK Brook, Illinois

Taft-Hartley plan, based in OAK Brook, Illinois, reporting $8.2B in assets, for 205,572 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$8.2B
Funded ratio
116.6%
Fund commitments
8
Managers
2
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Commitments (8)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Jun 2025, United Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports ALL Weather Portfolio Limited (Bridgewater) (last held $139M at 2024-06-30; absent from the 2025-06-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
United Food & Commercial Workers Intl Union - Industry Pension Fund
Funds committed to
All 8
Managers
All 8
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$8.2B
Total assets, Jun 30, 2025 reported
Funded
116.6%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
8
2 managers on Schedule C
Plan sponsor: Trustees of Ufcw Int'l Union - Industry Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Corporate debt instruments (other) 21.8%
  • Corporate debt instruments (preferred) 18.3%
  • U.S. Government securities 2.3%
  • Employer securities 0.9%
  • Other investments 0.7%
  • Partnership/joint venture interests 9.0%
  • 103-12 investment entities 7.4%
  • Common/collective trusts 11.3%
  • Pooled separate accounts 0.5%
  • Registered investment companies 11.2%
  • Common stock 9.8%
  • Real estate (other than employer real property) 5.5%
Consultants and advisers
8 firms

+5 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures

+5 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+14 more Schedule C managers

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What changed
6 events
  • Jun 30, 2025Holding endedinference
    United Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports ALL Weather Portfolio Limited (Bridgewater) (last held $139M at 2024-06-30; absent from the 2025-06-30 filing)
    with Bridgewateraskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Parametric no longer appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Parametric Portfolio Associatesaskebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    United Food & Commercial Workers Intl Union - Industry Pension Fund no longer reports Bridgewater Pure Alpha Fund, Ltd (last held $125M at 2023-06-30; absent from the 2024-06-30 filing)
    with Bridgewater Pure Alpha Fund, Ltdaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    The Segal Company, Inc appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Segalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Alliance Bernstein appears on United Food & Commercial Workers Intl Union - Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alliance Bernstein, L.P.askebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
21 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Lord Abbett International Small Cap103 12 ieLord AbbettPublic equity$130M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$293M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Russell 3000 Index Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$577M heldDisclosed holdingaskebsa.dol.gov

+18 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$8.2B Jun 30, 2025 reported Form 5500
$8.0B (2024-06) · $8.0B (2023-06)
Plan assets
$7.8B Jul 1, 2024 reported Form 5500
$7.9B (2023-07) · $7.6B (2022-07)
Net assets
$8.1B Jun 30, 2025 reported Form 5500
$7.9B (2024-06) · $7.9B (2023-06)
Funded ratio
116.6% Jul 1, 2024 reported Form 5500
116.6% (2023-07) · 112.7% (2022-07)
Participants
205,572 Jul 1, 2024 reported Form 5500
207,890 (2023-07) · 204,259 (2022-07)
Contributions
$33.9M Jun 30, 2025 reported Form 5500
$35.3M (2024-06) · $82.2M (2023-06)
Benefits paid
$468M Jun 30, 2025 reported Form 5500
$455M (2024-06) · $441M (2023-06)
Net investment income
$214M Jun 30, 2025 reported Form 5500
-$25.6M (2024-06) · -$3.4M (2023-06)
Investment management fees
$23.5M Jun 30, 2025 reported Form 5500
$20.7M (2024-06) · $29.5M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025205,572Not disclosedNot disclosedn/a$8.2B$735MNot disclosed$450M
2023 to Jun 30, 2024207,890Not disclosedNot disclosedn/a$8.0B$716MNot disclosed$467M
2022 to Jun 30, 2023204,259Not disclosedNot disclosedn/a$8.0B$725MNot disclosed$518M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+138 more service providers

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Provenance
Identifiers: EIN-PN 516055922-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

United Food & Commercial Workers Intl Union - Industry Pension Fund sits on 20 traced paths of capital across the graphs.

Allocator to credit manager to facility to borrowerConsultant to allocator to managerAllocator commitments to a manager

DFX traced 20 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Funded status changed
    2023-07-01source

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+26 connections on the graph

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