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
International Association of Heat & Frost Insulators and Allied Workers Local Union 60 Pension Fund
Taft-Hartley planPembroke Pines, FL
Assets
$40.3M
Total assets, Nov 30, 2024 reported
Funded
81.2%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
4
none on the tape
Plan sponsor: Int'l Assoc of Heat & Frost Ins & Asbestos Workers Local Union 60
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 26.3%
- Non-interest-bearing cash 0.5%
- Insurance company general account 5.0%
- Other loans 4.2%
- Common/collective trusts 14.2%
- Pooled separate accounts 5.4%
- Registered investment companies 43.1%
Consultants and advisers
4 firms
- Horizon Actuarial Services Actuarythrough Nov 30, 2023 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Nov 30, 2023 Form 5500
- John Hancock Custodianthrough Nov 30, 2023 Form 5500
- Chevy Chase Trust Custodianthrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- ABS Allegiance Real Estate2 rows, latest Nov 30, 2024
Commitments
4 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 Nov 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Lighthouse Global Long/short Fund Lseparate account | Lighthouse Diversified Fund Ltd. | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Ironwood Institutional Ltd - Classseparate account | Ironwood Institutional Fund Ltd. | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 329 | n/a | n/a | n/a | $40.3M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 347 | n/a | n/a | n/a | $39.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Horizon Actuarial Services, LLC codes $140,750 PY2023
- Morgan Stanley Smith Barney codes $83,650 PY2023
- Chevy Chase Trust Investment Adviso codes $78,950 PY2023
- National Employee Benefits Administ codes $52,430 PY2023
- Ironwood Institutional Ltd codes $22,455 PY2023
- Venable Law Firm, P.A. codes $18,000 PY2023
- John Hancock codes $12,090 PY2023
- Ksdt & Co, LLC codes $9,425 PY2023
- Lighthouse Diversified Fund Ltd - C Sched. D P $2.2M PY2023
- ASB Alligiance Real Estate Fund Sched. D C $5.7M PY2023
- Horizon Actuarial Services LLC codes 11 PY2023
- Morgan Stanley Smith Barney codes 19 $139,496 PY2022
- Horizon Actuarial Services, LLC codes 11 $133,026 PY2022
- Chevy Chase Trust Investment Adviso codes 18 $82,238 PY2022
- National Employee Benefits Administ codes 13 $40,621 PY2022
- Venable Law Firm, P.A. codes 29 $18,740 PY2022
- John Hancock codes 19 $12,086 PY2022
- Ksdt & Co, LLC codes 10 $9,250 PY2022
- ASB Alligiance Real Estate Fund Sched. D C $7.6M PY2022
- Ironwood Institutional Ltd - Class Sched. D P $2.0M PY2022
- Horizon Actuarial Services LLC codes 11 PY2022
What changed
2 events
- Nov 30, 2024Holding startedInternational Association of Heat & Frost Insulators and Allied Workers Local Union 60 Pension Fund first reports an interest in Lighthouse Global Long/short Fund L: $2M at 2024-11-30with Lighthouse Global Long/short Fund Laskebsa.dol.gov
- Nov 30, 2024Holding endedinferenceInternational Association of Heat & Frost Insulators and Allied Workers Local Union 60 Pension Fund no longer reports Ironwood Institutional Ltd - Class (last held $2M at 2023-11-30; absent from the 2024-11-30 filing)with Ironwood Institutional Ltd - Classaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596145377-001
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.