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

Ironworkers National Pension Plan

Taft-Hartley planOakbrook, IL
Assets
$503M
Total assets, Jun 30, 2025 reported
Funded
97.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
16
7 managers on Schedule C
Plan sponsor: Ironworkers National Pension Plan Board of Trustees
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.4%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 6.4%
  • U.S. Government securities 8.0%
  • Partnership/joint venture interests 13.4%
  • 103-12 investment entities 5.0%
  • Common/collective trusts 26.5%
  • Pooled separate accounts 5.2%
  • Registered investment companies 3.6%
  • Common stock 27.9%
Consultants and advisers
6 firms
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
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$62.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Columbia Trust Dividend Income Fundcollective trustAmeriprise Trust CompanyFixed income$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$31.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$40.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$33.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$503M Jun 30, 2025 reported Form 5500
$476M (2024-06) · $464M (2023-06)
Plan assets
$475M Jul 1, 2024 reported Form 5500
$461M (2023-07) · $413M (2022-07)
Net assets
$502M Jun 30, 2025 reported Form 5500
$476M (2024-06) · $462M (2023-06)
Funded ratio
97.2% Jul 1, 2024 reported Form 5500
97.1% (2023-07) · 97.9% (2022-07)
Participants
13,867 Jul 1, 2024 reported Form 5500
13,235 (2023-07) · 12,408 (2022-07)
Contributions
$10.7M Jun 30, 2025 reported Form 5500
$10.0M (2024-06) · $9.2M (2023-06)
Benefits paid
$41.8M Jun 30, 2025 reported Form 5500
$41.2M (2024-06) · $39.1M (2023-06)
Net investment income
$13.9M Jun 30, 2025 reported Form 5500
$13.4M (2024-06) · $46.6M (2023-06)
Investment management fees
$2.0M Jun 30, 2025 reported Form 5500
$2.1M (2024-06) · $2.2M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202513,867n/an/an/a$503M$67.4Mn/an/a
2023 to Jun 30, 202413,235n/an/an/a$476M$61.8Mn/an/a
2022 to Jun 30, 202312,408n/an/an/a$464M$55.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Jun 30, 2025Holding started
    Ironworkers National Pension Plan first reports an interest in Columbia Trust Dividend Income Fund: $20M at 2025-06-30
    with Columbia Trust Dividend Income Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    F/m Investments, LLC appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with F/m Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Todd Asset Management no longer appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Todd Asset Management, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Segal Consulting appears on Ironworkers National Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Ziegler Capital Management, LLC no longer appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ziegler Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Union Insurance Group appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Union Insurance Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    GCM Grosvenor, L.P. appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with GCM Grosvenor L.P.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Sage Advisory Services, Ltd Co appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sage Advisory Services Ltd. Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Metlife Investment Management appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metlife Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Mesirow Financial Investment Manage no longer appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mesirow Financial Investment Manageaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Manning & Napier Advisors Inc no longer appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Manning & Napier Advisors, LLCaskebsa.dol.gov
  • Jul 1, 2023Assets changed
    Ironworkers National Pension Plan plan assets $413M -> $461M (+11.5%, 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 526122274-001
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.