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 Local 9 Pension Plan

Taft-Hartley planWest Trenton, NJ
Assets
$308M
Total assets, Jun 30, 2025 reported
Funded
103.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
21
1 managers on Schedule C
Plan sponsor: Plumbers Local 9 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.2%
  • Insurance company general account 3.9%
  • Other investments 0.5%
  • Partnership/joint venture interests 9.4%
  • Common/collective trusts 69.1%
  • Pooled separate accounts 3.6%
  • Registered investment companies 5.4%
  • Common stock 5.3%
Consultants and advisers
9 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025NIS Core Fixed Income Fund, LLCcollective trustNational Investment ServicesFixed income$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Manning & Napier Disciplined Valuecollective trustExeter Trust CompanyPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Conning-Goodwin Core Plus Bond Cifcollective trustHand Benefits & Trust CompanyFixed income$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$61.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$63.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NIS Core Fixed Income Fund, LLCcollective trustNational Investment ServicesFixed income$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Manning & Napier Disciplined Valuecollective trustExeter Trust CompanyPooled vehicles$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Conning-Goodwin Core Plus Bond Cifcollective trustHand Benefits & Trust CompanyFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NIS Core Fixed Income Fund, LLCcollective trustNational Investment ServicesFixed income$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Manning & Napier Disciplined Valuecollective trustExeter Trust CompanyPooled vehicles$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Conning-Goodwin Core Plus Bond Cifcollective trustHand Benefits & Trust CompanyFixed income$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$16.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$308M Jun 30, 2025 reported Form 5500
$282M (2024-06) · $260M (2023-06)
Plan assets
$282M Jul 1, 2024 reported Form 5500
$259M (2023-07) · $251M (2022-07)
Net assets
$307M Jun 30, 2025 reported Form 5500
$282M (2024-06) · $259M (2023-06)
Funded ratio
103.6% Jul 1, 2024 reported Form 5500
97.0% (2023-07) · 93.2% (2022-07)
Participants
1,841 Jul 1, 2024 reported Form 5500
1,856 (2023-07) · 1,822 (2022-07)
Contributions
$16.1M Jun 30, 2025 reported Form 5500
$15.4M (2024-06) · $13.9M (2023-06)
Benefits paid
$22.3M Jun 30, 2025 reported Form 5500
$21.4M (2024-06) · $21.2M (2023-06)
Net investment income
$25.4M Jun 30, 2025 reported Form 5500
$22.4M (2024-06) · $8.4M (2023-06)
Investment management fees
$2.0M Jun 30, 2025 reported Form 5500
$1.9M (2024-06) · $1.8M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,841n/an/an/a$308M$29.0Mn/an/a
2023 to Jun 30, 20241,856n/an/an/a$282M$5.3Mn/an/a
2022 to Jun 30, 20231,822n/an/an/a$260M$4.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
14 events
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $62M at 2025-06-30
    with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Longview Broad Market 3000 Index Fu (Amalgamated Bank): $10M at 2025-06-30
    with Amalgamated Bankaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $17M at 2025-06-30
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 1000 Value Index: $6M at 2025-06-30
    with Longview Largecap 1000 Value Indexaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $63M at 2025-06-30
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local 9 Pension Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $17M at 2025-06-30
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Prudential Retirement & Annuity Co no longer appears on Plumbers Local 9 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Constitution Capital Partners, LLC appears on Plumbers Local 9 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Constitution Capital Partners, LLCaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Plumbers Local 9 Pension Plan funded ratio 97.0% -> 103.6% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Eagle Capital Management appears on Plumbers Local 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Eagle Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Fenimore Asset Management appears on Plumbers Local 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fenimore Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Loomis Sayles Trust Company appears on Plumbers Local 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Ullico Investment Advisors appears on Plumbers Local 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Plumbers Local 9 Pension Plan funded ratio 93.2% -> 97.0% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510219541-001
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.