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 & Pipefitters Local Union No. 74 Pension Fund
Taft-Hartley planPittsburgh, PA
Assets
$184M
Total assets, Dec 31, 2024 reported
Funded
90.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
3 managers on Schedule C
Plan sponsor: BD of Ttee of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 6.0%
- U.S. Government securities 9.3%
- Other investments 6.1%
- 103-12 investment entities 8.7%
- Common/collective trusts 33.7%
- Registered investment companies 15.1%
- Common stock 15.2%
Consultants and advisers
3 firms
- Keystone 74 Benefits and Admin Actuarythrough Dec 31, 2024 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Dec 31, 2023 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde6 rows, latest Dec 31, 2024
- Legal and General2 rows, latest Dec 31, 2024
- WCM Focused Intl Growth Fund, LP2 rows, latest Dec 31, 2024
- IIF Erisa LLP2 rows, latest Dec 31, 2024
- Loomis Sayles2 rows, latest Dec 31, 2024
- Ullico Separate Account J Pnc2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Ullico Separate Account J Pncplan years 2024
- Eagle Capital Management, LLCplan years 2024
- The Boston Companyplan years 2024
- Foundry Partners LLCplan years 2023
- Chartwell Investment Partnersplan years 2023
- J.P. Morgan Chaseplan years 2023
- Sage Advisory Services Ltd. Co.plan years 2023
- Stacey Braun Associates, Inc.plan years 2023
- Northern Trust Investmentsplan years 2023
- Morgan Stanley Smith Barney, LLCplan years 2023
Commitments
16 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 Dec 31, 2024 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $3,055 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ntgi Collective Labor Select Dailycollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | WCM Focused Intl Growth Fund103 12 ie | WCM Focused Intl Growth Fund, LP | Pooled vehicles | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | JPM Infrastructure Investment Fund103 12 ie | IIF Erisa LLP | Infrastructure | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $16.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Separate Account Jcollective trust | Ullico Separate Account J Pnc | Pooled vehicles | $16.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $2,893 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ntgi Collective Labor Select Dailycollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $9.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | WCM Focused Intl Growth Fund103 12 ie | WCM Focused Intl Growth Fund, LP | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | JPM Infrastructure Investment Fund103 12 ie | IIF Erisa LLP | Infrastructure | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ullico Separate Account Jcollective trust | Ullico Separate Account J Pnc | Pooled vehicles | $15.7M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,153 | n/a | n/a | n/a | $184M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,123 | n/a | n/a | n/a | $171M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J P Morgan Chase codes 28 $249,721 PY2024
- Zenith American Solutions codes 13 $90,451 PY2024
- Ullico Separate Account J Pnc codes 28 $88,089 PY2024
- Foundry Partners LLC codes 28 $86,611 PY2024
- Young Conaway Stargatt Taylor codes 29 $77,589 PY2024
- Eagle Pnc codes 28 $61,119 PY2024
- Boston Mid Cap Pnc codes 28 $60,458 PY2024
- Sage Advisory Services Ltd codes 28 $58,965 PY2024
- Cbiz Inc codes 11 $58,855 PY2024
- Holroyd Gelman, P.C. codes 29 $50,987 PY2024
- Whisman Giordano & Associates LLC codes 10 $39,053 PY2024
- PNC Bank codes 15 $29,049 PY2024
- Smith Barney codes 28 $28,125 PY2024
- Northern Trust codes 28 $21,996 PY2024
- Novak Francella codes 10 $16,310 PY2024
- Chartwell Investment Partners codes 28 $6,337 PY2024
- Ullico Separate Account J Sched. D C $16.4M PY2024
- Legal&generals&p500 Collective Inve Sched. D C $13.9M PY2024
- Ntgi Collective Bond Index Fund Sched. D C $3,055 PY2024
- Ntgi Labor Select Russell 3000 Sched. D C $5.8M PY2024
- Ntgi Om Collective Daily Eafe Index Sched. D C $9.6M PY2024
- WCM Focused Intl Growth Fund Sched. D E $8.9M PY2024
- JPM Infrastructure Investment Fund Sched. D E $7.1M PY2024
- Intermediate Duration Fixed Income Sched. D C $16.3M PY2024
- Keystone 74 Benefits and Admin codes 11 PY2024
- Zenith American Solutions codes 13 $87,816 PY2023
- Cbiz Inc codes 11 $67,750 PY2023
- Smith Barney codes 28 $62,662 PY2023
- Young Conaway Stargatt Taylor codes 29 $58,106 PY2023
- Sage Advisory Services Ltd codes 28 $50,059 PY2023
- Chartwell Investment Partners codes 28 $46,292 PY2023
- Foundry Partners LLC codes 28 $44,774 PY2023
- Northern Trust codes 28 $31,280 PY2023
- Whisman Giordano & Associates LLC codes 10 $30,306 PY2023
- Jennings Sigmond PC codes 29 $26,924 PY2023
- Holroyd Gelman, P.C. codes 29 $24,881 PY2023
- PNC Bank codes 15 $21,994 PY2023
- J P Morgan Chase codes 28 $17,804 PY2023
- Novak Francella codes 10 $10,073 PY2023
- Stacey Braun Associates Inc codes 28 PY2023
- Ntgi Collective Bond Index Fund Sched. D C $2,893 PY2023
- Legal&generals&p500 Collective Inve Sched. D C $11.1M PY2023
- WCM Focused Intl Growth Fund Sched. D E $8.2M PY2023
- JPM Infrastructure Investment Fund Sched. D E $191,709 PY2023
- Intermediate Duration Fixed Income Sched. D C $8.7M PY2023
- Ullico Separate Account J Sched. D C $15.7M PY2023
- Citco Investment Fund Sched. D E $6.9M PY2023
- Ntgi Om Collective Daily Eafe Index Sched. D C $9.2M PY2023
- Ntgi Labor Select Russell 3000 Sched. D C $10.9M PY2023
- Cbiz Retirement Plan Services codes 11 PY2023
What changed
5 events
- Dec 31, 2024Manager relationship startedEagle Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBoston Mid Cap Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with The Boston Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUllico Separate Account J Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Separate Account J Pncaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceStacey Braun Associates Inc no longer appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Stacey Braun Associates, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedPlumbers & Pipefitters Local Union No. 74 Pension Fund plan assets $155M -> $171M (+10.6%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516015925-001
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.