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
Cement Masons Local Union No. 179 Pension Plan
Taft-Hartley planCanfield, OH
Assets
$18.0M
Total assets, Apr 30, 2025 reported
Funded
93.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Cement Masons Local Union No. 179 Pension Plan Board of Trustees
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.3%
- Non-interest-bearing cash 0.1%
- Partnership/joint venture interests 5.2%
- Registered investment companies 82.3%
- Real estate (other than employer real property) 8.7%
Consultants and advisers
3 firms
- Mariner Wealth Advisors Investment adviser (plan)through Apr 30, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through Apr 30, 2023 Form 5500
- Acrisure Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Fifth Third Bankplan years 2023, 2025
- American Realty Advisorsplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Net investment income
$755,517 (2024-04) · $-614,268 (2023-04)
Investment management fees
$41,707 (2024-04) · $44,529 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 202 | n/a | n/a | n/a | $18.0M | $934,353 | n/a | $1.6M |
| 2023 to Apr 30, 2024 | 203 | n/a | n/a | n/a | $17.7M | $968,082 | n/a | $1.6M |
| 2022 to Apr 30, 2023 | 206 | n/a | n/a | n/a | $16.9M | n/a | n/a | $1.9M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Acrisure codes 11 50 $32,064 PY2024
- Benesys codes 13 50 $24,159 PY2024
- American Realty Advisors codes 28 51 $17,478 PY2024
- Allota Farley Co., Lpa codes 29 50 $17,294 PY2024
- Mariner Wealth Advisors, LLC codes 27 51 $17,000 PY2024
- Segal Select codes 22 50 $6,651 PY2024
- Fifth Third Bank codes 28 51 $6,143 PY2024
- Dgperry codes 10 50 $6,070 PY2024
- Acrisure codes 11 PY2024
- Acrisure codes 11 50 $33,605 PY2023
- Benesys codes 13 50 $23,604 PY2023
- American Realty Advisors codes 28 51 $18,977 PY2023
- Mariner Wealth Advisors, LLC codes 27 51 $17,000 PY2023
- Allota Farley Co., Lpa codes 29 50 $11,096 PY2023
- Dgperry codes 10 50 $10,075 PY2023
- Fifth Third Bank codes 28 51 $5,730 PY2023
- L Calvin Jones codes 22 50 $5,391 PY2023
- Acrisure codes 11 PY2023
- Benesys codes 13 50 $23,148 PY2022
- Acrisure codes 11 50 $22,500 PY2022
- American Realty Advisors codes 28 51 $21,763 PY2022
- Allota Farley Co., Lpa codes 29 50 $17,272 PY2022
- Andco Inc codes 27 51 $17,000 PY2022
- Dgperry codes 10 50 $8,077 PY2022
- Fifth Third Bank codes 28 51 $5,766 PY2022
- L Calvin Jones codes 22 50 $5,451 PY2022
- Acrisure codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceAndco Inc no longer appears on Cement Masons Local Union No. 179 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mariner (andco)askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMariner Wealth Advisors, LLC appears on Cement Masons Local Union No. 179 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mariner Wealth Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346752566-001
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.