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 769 Management Pension Plan a
Taft-Hartley planTroy, MI
Assets
$230M
Total assets, Jun 30, 2025 reported
Funded
106.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
13
none on the tape
Plan sponsor: Board of Trustees I.B.E.W. Local 769 Mgmt Pension Plan a
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 3.8%
- Other investments 0.0%
- Partnership/joint venture interests 26.0%
- 103-12 investment entities 5.7%
- Common/collective trusts 21.0%
- Registered investment companies 38.5%
- Preferred stock 0.0%
- Real estate (other than employer real property) 2.7%
Consultants and advisers
3 firms
- Segal Marco Advisors Pension consultantthrough Jun 30, 2023 Form 5500
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
- Amalgamated Bank Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Artisan Global Value Trust3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
- Acadian Asset Management1 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Wellington Trust Companyplan years 2023
- Intercontinental Real Estate Corp.plan years 2023
- American Realty Advisorsplan years 2023
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Global Value Trust | Pooled vehicles | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Coll Doubleline Core Pls Fxd Inc Fdcollective trust | Reliance Trust Co. | Pooled vehicles | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Cif Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $15.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Acadian Global Equity Fund103 12 ie | Acadian Asset Management | Public equity | $13.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Global Value Trust | Pooled vehicles | $12.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Coll Doubleline Core Pls Fxd Inc Fdcollective trust | Reliance Trust Co. | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Wtc-Cif Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Artisan Multiple Investment Trustcollective trust | Artisan Global Value Trust | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Coll Doubleline Core Pls Fxd Inc Fdcollective trust | Reliance Trust Co. | Pooled vehicles | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Wtc-Cif Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $9.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$467,595 (2024-06) · $91,231 (2023-06)
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 Jun 30, 2025 | 1,799 | n/a | n/a | n/a | $230M | $59.8M | n/a | $6.2M |
| 2023 to Jun 30, 2024 | 1,556 | n/a | n/a | n/a | $191M | $24.7M | n/a | $5.9M |
| 2022 to Jun 30, 2023 | 1,348 | n/a | n/a | n/a | $158M | $22.6M | n/a | $6.8M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Onsager, Werner & Oberg, Plc codes 29 50 $176,631 PY2024
- Solxsys Administrative Solution LLC codes 10 13 38 50 $153,656 PY2024
- Berry & Co., Cpa's, Ltd codes 10 50 $141,342 PY2024
- Segal Marco Advisors codes 17 27 50 $101,164 PY2024
- Cheiron, Inc. codes 11 17 50 $94,055 PY2024
- Wellington Trust Company, N.A. codes 28 51 $80,209 PY2024
- American Realty Advisors codes 28 51 $75,436 PY2024
- Intercontinental Real Estate Corp codes 28 51 $49,408 PY2024
- Amalgamated Bank of Chicago codes 19 21 62 72 PY2024
- Wtc-Cif Opprtnstc Inv Alloc Portfol Sched. D C $15.5M PY2024
- Acadian Global Equity Fund Sched. D E $13.2M PY2024
- Artisan Multiple Investment Trust Sched. D C $13.7M PY2024
- Doubleline Core Pls Fixed Income Fd Sched. D C $15.5M PY2024
- Multi-Employer Property Trust Sched. D C $3.6M PY2024
- Cheiron, Inc. codes 11 PY2024
- Southwest Service Administrators codes 10 13 38 50 $136,348 PY2023
- Wellington Trust Company, N.A. codes 28 51 $78,646 PY2023
- American Realty Advisors codes 28 51 $76,878 PY2023
- Onsager, Werner & Oberg, Plc codes 29 50 $70,712 PY2023
- Segal Marco Advisors codes 17 27 50 $68,802 PY2023
- Berry & Co., Cpa's, Ltd codes 10 50 $58,368 PY2023
- Cheiron, Inc. codes 11 17 50 $55,668 PY2023
- Intercontinental Real Estate Corp codes 28 51 $53,484 PY2023
- Solxsys Admin Solutions, LLC codes 10 13 38 50 $40,000 PY2023
- Amalgamated Bank of Chicago codes 19 21 50 62 72 $250 PY2023
- Multi-Employer Property Trust Sched. D C $3.6M PY2023
- Wtc-Cif Opportunistic Inv Alloc Por Sched. D C $12.1M PY2023
- Artisan Multiple Investment Trust Sched. D C $12.5M PY2023
- Doubleline Core Plus Fixed Inc Fnd Sched. D C $13.5M PY2023
- Cheiron, Inc. codes 11 PY2023
- Southwest Service Administrators in codes 10 13 38 50 $118,771 PY2022
- Wellington Trust Company, N.A. codes 28 51 $111,395 PY2022
- Berry & Co., Cpa's, Ltd codes 10 50 $89,662 PY2022
- American Realty Advisors codes 28 51 $88,357 PY2022
- Cheiron, Inc codes 11 17 50 $66,100 PY2022
- Segal Marco Advisors codes 17 27 50 $65,100 PY2022
- Onsager, Werner & Oberg, P.L.C. codes 29 50 $60,681 PY2022
- Intercontinental Real Estate Corp codes 28 51 $51,587 PY2022
- Amalgamated Bank of Chicago codes 19 21 50 62 72 $6,041 PY2022
- Wtc-Cif Opportunistic Inv Alloc Prt Sched. D C $9.4M PY2022
- Multi-Employer Property Trust Sched. D C $4.2M PY2022
- Doubleline Core Plus Fixed Incm Fnd Sched. D C $13.3M PY2022
- Wtc-Cif Opportunistic Growth Port Sched. D C PY2022
- Artisan Multiple Investment Trust Sched. D C $10.4M PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
5 events
- Jun 30, 2025Holding startedI.B.E.W. Local 769 Management Pension Plan a first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $13M at 2025-06-30with Acadian Asset Managementaskebsa.dol.gov
- Jun 30, 2025Assets changedI.B.E.W. Local 769 Management Pension Plan a total assets $191M -> $230M (+20.1%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedI.B.E.W. Local 769 Management Pension Plan a plan assets $157M -> $191M (+21.2%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedI.B.E.W. Local 769 Management Pension Plan a total assets $158M -> $191M (+21.1%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Assets changedI.B.E.W. Local 769 Management Pension Plan a plan assets $141M -> $157M (+11.3%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 866049763-001
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.