DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

I.B.E.W. Local 38 Pension Plan

Taft-Hartley planCleveland, OH
Assets
$446M
Total assets, Apr 30, 2025 reported
Funded
85.3%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
24
1 managers on Schedule C
Plan sponsor: Ibew Local 38 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 0.7%
  • Other investments 6.8%
  • Common/collective trusts 63.4%
  • Common stock 28.1%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$107M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Erect Fundscollective trustAmeriservePooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Loomis Sayles Global Citcollective trustLoomis SaylesPooled vehicles$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Pimco Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$80.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$111M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Erect Fundscollective trustAmeriservePooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Loomis Sayles Global Citcollective trustLoomis SaylesPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Pimco Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$64.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$31.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$102M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Erect Fundscollective trustAmeriservePooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Loomis Sayles Global Citcollective trustLoomis SaylesPooled vehicles$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Pimco Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$31.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$446M Apr 30, 2025 reported Form 5500
$427M (2024-04) · $409M (2023-04)
Plan assets
$426M May 1, 2024 reported Form 5500
$408M (2023-05) · $408M (2022-05)
Net assets
$445M Apr 30, 2025 reported Form 5500
$426M (2024-04) · $408M (2023-04)
Funded ratio
85.3% May 1, 2024 reported Form 5500
85.1% (2023-05) · 85.3% (2022-05)
Participants
3,488 May 1, 2024 reported Form 5500
3,446 (2023-05) · 3,423 (2022-05)
Contributions
$25.6M Apr 30, 2025 reported Form 5500
$24.3M (2024-04) · $23.5M (2023-04)
Benefits paid
$37.7M Apr 30, 2025 reported Form 5500
$37.6M (2024-04) · $37.2M (2023-04)
Net investment income
$19.3M Apr 30, 2025 reported Form 5500
$17.4M (2024-04) · $904,949 (2023-04)
Investment management fees
$102,667 Apr 30, 2025 reported Form 5500
$88,000 (2024-04) · $1.5M (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20253,488n/an/an/a$446Mn/an/an/a
2023 to Apr 30, 20243,446n/an/an/a$427Mn/an/an/a
2022 to Apr 30, 20233,423n/an/an/a$409Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2024Manager relationship endedinference
    KEY Bank no longer appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with KEY Bankaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    KEY Bank appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with KEY Bankaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346574238-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.