DFX Intelligence

3 more advisers, 4 more managers and 18 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Local 463 Pension Fund

Taft-Hartley plan· Melville, New York

Taft-Hartley plan, based in Melville, New York, reporting $90.6M in assets, for 1,090 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $90.6M
Funded ratio: 118.7%
Fund commitments: 7
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (7)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Local 463 Pension Fund funded ratio 108.4% -> 118.7% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path

Local 463 Pension Fund

Funds committed to

Longview Broad Market 3000 Index Fu3 commitments
Longview Largecap 500 Index Fund3 commitments
Emerging Markets Equity Fund3 commitments

All 7

Managers

Amalgamated Bank3 commitments
Amalgamated Bank of New York3 commitments
Aberdeen Asset Management3 commitments

All 7

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$90.6M

Total assets, Dec 31, 2024 reported

Funded

118.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: Local 463 Pension Fund Board of Trustees

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.9%
Common/collective trusts 98.8%

Consultants and advisers

6 firms

Barings Cit General consultantthrough Dec 31, 2022 Form 5500
Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

7 managers on the commitment tape

From the plan’s own commitment disclosures

Amalgamated Bank3 rows, latest Dec 31, 2024
Amalgamated Bank of New York3 rows, latest Dec 31, 2024
Aberdeen Asset Management3 rows, latest Dec 31, 2024

+4 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Northern Trust Investments, Incorporatedplan years
Barings LLCplan years
Harding Loevner LPplan years

What changed

3 events

Jan 1, 2024Funded status changed
Local 463 Pension Fund funded ratio 108.4% -> 118.7% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Local 463 Pension Fund funded ratio 138.1% -> 108.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Local 463 Pension Fund plan assets $103M -> $80M (-22.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Longview Broad Market 3000 Index Fucollective trust	Amalgamated Bank	Pooled vehicles	$13.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Largecap 500 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Emerging Markets Equity Fundcollective trust	Aberdeen Asset Management	Public equity	$4.5M held	Disclosed holding	askebsa.dol.gov

+18 more commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

30 readings

Total assets

$90.6M Dec 31, 2024 reported Form 5500

$87.4M (2023-12) · $80.1M (2022-12)

Plan assets

$87.2M Jan 1, 2024 reported Form 5500

$80.1M (2023-01) · $103M (2022-01)

Net assets

$90.4M Dec 31, 2024 reported Form 5500

$87.2M (2023-12) · $80.1M (2022-12)

Funded ratio

118.7% Jan 1, 2024 reported Form 5500

108.4% (2023-01) · 138.1% (2022-01)

Participants

1,090 Jan 1, 2024 reported Form 5500

1,148 (2023-01) · 1,164 (2022-01)

Contributions

$327,124 Dec 31, 2024 reported Form 5500

$342,198 (2023-12) · $363,265 (2022-12)

Benefits paid

$5.7M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $5.2M (2022-12)

Net investment income

$3.2M Dec 31, 2024 reported Form 5500

$7.2M (2023-12) · -$23.1M (2022-12)

Investment management fees

$69,617 Dec 31, 2024 reported Form 5500

$181,950 (2023-12) · $183,898 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,090	Not disclosed	Not disclosed	n/a	$90.6M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,148	Not disclosed	Not disclosed	n/a	$87.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,164	Not disclosed	Not disclosed	n/a	$80.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

CWA Iue-Cwa Local 464-81463 codes 15 $76,059 PY2024
Cheiron, Inc. codes 11 50 $71,068 PY2024
Segal Marco Advisors codes 16 50 $69,617 PY2024

+58 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: EIN-PN 111800729-001

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

Local 463 Pension Fund sits on 15 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 15 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

3 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Total assets changed
2023-01-01source

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

+10 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.