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

Miami Ironworkers Local 272 Pension Trust Fund

Taft-Hartley planPembroke Pines, FL
Assets
$92.5M
Total assets, Sep 30, 2025 reported
Funded
100.8%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
12
none on the tape
Plan sponsor: Trustees of Miami Ironworkers Local 272 Pension Trust Fund
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.3%
  • Corporate debt instruments (other) 10.7%
  • U.S. Government securities 17.5%
  • Other investments 22.5%
  • Common/collective trusts 17.1%
  • Pooled separate accounts 3.5%
  • Registered investment companies 5.1%
  • Common stock 21.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Separate Account Jseparate accountUnion Labor Life Insurance CompanyPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025AEW Core Property Trustcollective trustAEW Core Property TrustReal estate$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Legal & General S&p 500 Cit Fundcollective trustLegal and GeneralPooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Legal & General Msci Acwi Ex US Fdcollective trustReliance Trust CompanyPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Separate Account Jseparate accountUnion Labor Life Insurance CompanyPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024AEW Core Property Trustcollective trustAEW Core Property TrustReal estate$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Legal & General S&p 500 Cit Fundcollective trustLegal and GeneralPooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Legal & General Collective Trust Mscollective trustLegal and GeneralPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Separate Account Jseparate accountUnion Labor Life Insurance CompanyPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023AEW Core Property Trustcollective trustAEW Core Property TrustReal estate$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Legal & General S&p 500 Cit Fundcollective trustLegal and GeneralPooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Legal & General Collective Trust Mscollective trustLegal and GeneralPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$92.5M Sep 30, 2025 reported Form 5500
$85.6M (2024-09) · $74.0M (2023-09)
Plan assets
$85.5M Oct 1, 2024 reported Form 5500
$73.5M (2023-10) · $67.9M (2022-10)
Net assets
$92.4M Sep 30, 2025 reported Form 5500
$85.5M (2024-09) · $73.5M (2023-09)
Funded ratio
100.8% Oct 1, 2024 reported Form 5500
100.9% (2023-10) · 105.4% (2022-10)
Participants
1,344 Oct 1, 2024 reported Form 5500
1,362 (2023-10) · 1,234 (2022-10)
Contributions
$4.0M Sep 30, 2025 reported Form 5500
$4.3M (2024-09) · $4.2M (2023-09)
Benefits paid
$4.8M Sep 30, 2025 reported Form 5500
$4.5M (2024-09) · $4.2M (2023-09)
Net investment income
$6.9M Sep 30, 2025 reported Form 5500
$12.0M (2024-09) · $5.6M (2023-09)
Investment management fees
$437,086 Sep 30, 2025 reported Form 5500
$400,905 (2024-09) · $364,950 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,344n/an/an/a$92.5Mn/an/an/a
2023 to Sep 30, 20241,362n/an/an/a$85.6Mn/an/an/a
2022 to Sep 30, 20231,234n/an/an/a$74.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Sep 30, 2025Holding started
    Miami Ironworkers Local 272 Pension Trust Fund first reports an interest in Legal & General Msci Acwi Ex US Fd: $2M at 2025-09-30
    with Legal & General Msci Acwi Ex US Fdaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Miami Ironworkers Local 272 Pension Trust Fund no longer reports Legal & General Collective Trust Ms (Legal and General) (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)
    with Legal and Generalaskebsa.dol.gov
  • Oct 1, 2024Assets changed
    Miami Ironworkers Local 272 Pension Trust Fund plan assets $73M -> $86M (+16.4%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Miami Ironworkers Local 272 Pension Trust Fund total assets $74M -> $86M (+15.7%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Miami Ironworkers Local 272 Pension Trust Fund funded ratio 105.4% -> 100.9% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596486074-015
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.