5 more managers and 15 more commitments
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A.F.OF L.-A.g.c. Building Trades Pension Plan
Taft-Hartley plan, based in Mobile, Alabama, reporting $185M in assets, for 2,459 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $185M
- Funded ratio
- 112.0%
- Fund commitments
- 8
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, A.F.OF L.-A.g.c. Building Trades Pension Plan no longer reports Segall Bryant & Hamill Smid Cap Tf (Sei) (last held $11M 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- SB & H International Sml Cap Trust3 commitments
- Hardman Johnston Global Advisors Ll3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Segal,bryant, Hamill, LLC3 commitments
- Hardman Johnston Global Advisors3 commitments
- Jpmorgan Chase Bank, N.A.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 3.8%
- Corporate debt instruments (other) 2.7%
- U.S. Government securities 5.6%
- Other investments 18.2%
- Common/collective trusts 42.0%
- Pooled separate accounts 5.9%
- Common stock 21.1%
- Investment Performance Services Investment adviser (plan)through Jun 30, 2023 Form 5500
- BHA Consulting Actuarythrough Jun 30, 2023 Form 5500
- Regions Bank Custodianthrough Jun 30, 2023 Form 5500
- Segal,bryant, Hamill, LLC3 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- Jpmorgan Chase Bank, N.A.3 rows, latest Jun 30, 2025
+5 more managers received commitments
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- Barrow Hanleyplan years
- Segal,bryant, Hamill, LLCplan years 2023
- Jpmorgan Chase Bank, N.A.plan years 2023
+3 more Schedule C managers
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- Jun 30, 2025Holding endedinferenceA.F.OF L.-A.g.c. Building Trades Pension Plan no longer reports Segall Bryant & Hamill Smid Cap Tf (Sei) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Seiaskebsa.dol.gov
- Jun 30, 2025Assets changedA.F.OF L.-A.g.c. Building Trades Pension Plan total assets $167M -> $185M (+10.5%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Holding startedA.F.OF L.-A.g.c. Building Trades Pension Plan first reports an interest in Barrow Hanley Non US Value Cit: $7M at 2024-06-30with Barrow Hanley Non US Value Citaskebsa.dol.gov
- Jun 30, 2024Holding startedA.F.OF L.-A.g.c. Building Trades Pension Plan first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Co.): $12M at 2024-06-30with Northern Trust Co.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Company Asset Manag no longer appears on A.F.OF L.-A.g.c. Building Trades Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Boston Companyaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | SB & H International Sml Cap Trustcollective trust | Segal,bryant, Hamill, LLC | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Barrow Hanley Non US Value Citcollective trust | Barrow Hanley | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | US Property Separate Accountseparate account | Principal Bank | Real estate | $10.9M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 2,459 | Not disclosed | Not disclosed | n/a | $185M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,420 | Not disclosed | Not disclosed | n/a | $167M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,256 | Not disclosed | Not disclosed | n/a | $153M | Not disclosed | Not disclosed | Not disclosed |
- Wedge Capital Management codes 28 51 $176,002 PY2024
- Investment Performance Services codes 27 51 $165,695 PY2024
- Segal,bryant, Hamill, LLC codes 28 51 $85,876 PY2024
+59 more service providers
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Provenance
A.F.OF L.-A.g.c. Building Trades Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle started2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
+4 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
+10 connections on the graph
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