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
Plumbers and Pipefitters Local 520 Pension Plan
Taft-Hartley planTroy, MI
Assets
$301M
Total assets, Apr 30, 2025 reported
Funded
93.8%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Plumbers and Pipefitters Local 520 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.3%
- Partnership/joint venture interests 2.6%
- Registered investment companies 95.6%
Consultants and advisers
5 firms
- PFM Asset Management LLC Investment adviser (plan)through Apr 30, 2023 Form 5500
- Cbiz Actuarythrough Apr 30, 2025 Form 5500
- US Bank Custodianthrough Apr 30, 2023 Form 5500
- Cbiz Ris Actuarythrough Apr 30, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$246,126 (2024-04) · $279,688 (2023-04)
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 Apr 30, 2025 | 2,128 | n/a | n/a | n/a | $301M | $7.7M | n/a | n/a |
| 2023 to Apr 30, 2024 | 2,082 | n/a | n/a | n/a | $277M | $5.5M | n/a | n/a |
| 2022 to Apr 30, 2023 | 2,127 | n/a | n/a | n/a | $252M | $5.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PFM Advisors codes 27 51 $320,441 PY2024
- Benesys, Inc. codes 13 50 $137,109 PY2024
- Cbiz Retirement Plan Services codes 11 50 $53,875 PY2024
- US Bank codes 19 50 62 68 $35,191 PY2024
- Odonoghue & Odonoghue LLP codes 29 50 $25,411 PY2024
- Fischer Dorwart, PC codes 10 50 $16,500 PY2024
- Cbiz codes 11 PY2024
- PFM Advisors codes 27 51 $246,126 PY2023
- Benesys, Inc. codes 13 50 $133,157 PY2023
- Cbiz Retirement Plan Services codes 11 50 $49,850 PY2023
- Odonoghue & Odonoghue LLP codes 29 50 $23,847 PY2023
- Fischer Dorwart, PC codes 10 50 $22,500 PY2023
- US Bank codes 19 50 62 68 $18,485 PY2023
- Kang Haggerty codes 29 50 $7,185 PY2023
- Cbiz Ris codes 11 PY2023
- PFM Advisors codes 27 51 $270,106 PY2022
- Benesys, Inc. codes 13 50 $129,254 PY2022
- Cbiz Retirement Plan Services codes 11 50 $57,600 PY2022
- Fischer Dorwart, PC codes 10 50 $19,000 PY2022
- Odonoghue & Odonoghue LLP codes 29 50 $18,107 PY2022
- US Bank codes 19 50 62 68 $9,582 PY2022
- Knag Haggerty & Feyrot, LLC codes 29 50 $8,162 PY2022
- Cbiz Ris codes 11 PY2022
What changed
1 events
- May 1, 2023Funded status changedPlumbers and Pipefitters Local 520 Pension Plan funded ratio 88.7% -> 92.1% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236489357-001
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.