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
Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA
Taft-Hartley planSalem, VA
Assets
$8.7M
Total assets, Jun 30, 2025 reported
Funded
49.0%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Pension Plan of Int'l Union of Bricklaye Rs and Allied Craftworkers, L
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.5%
- Registered investment companies 97.0%
Consultants and advisers
2 firms
- Richard Gabriel & Assoc Actuarythrough Jun 30, 2023 Form 5500
- RAE Group LLC Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- PFM Asset Management LLCplan 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
$-12,973 (2024-06) · $-433,540 (2023-06)
Investment management fees
$32,960 (2024-06) · $40,337 (2023-06)
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 Jun 30, 2025 | 168 | n/a | n/a | n/a | $8.7M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 166 | n/a | n/a | n/a | $8.9M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 179 | n/a | n/a | n/a | $9.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Lawrence C. Musgrove Associates Inc codes 14 $36,000 PY2024
- PFM Asset Management codes 28 $33,718 PY2024
- Richard Gabriel & Assoc codes 11 $26,346 PY2024
- Campbell Rappold & Yurasits LLP codes 10 $14,650 PY2024
- Baratz & Associates, P.A. codes 10 $14,225 PY2024
- RAE Group LLC codes 11 PY2024
- Lawrence C. Musgrove Associates Inc codes 14 $36,000 PY2023
- PFM Asset Management codes 28 $34,268 PY2023
- Campbell Rappold & Yurasits LLP codes 10 $14,275 PY2023
- Richard Gabriel & Assoc codes 11 $14,000 PY2023
- RAE Group LLC codes 11 PY2023
- PFM Asset Management codes 28 $32,155 PY2022
- Lawrence C. Musgrove Associates Inc codes 14 $27,000 PY2022
- Richard Gabriel & Assoc codes 11 $14,000 PY2022
- Campbell Rappold & Yurasits LLP codes 10 $13,750 PY2022
- O'Donoghue & O'Donoghue, LLP codes 29 $6,581 PY2022
- Calibre CPA Group Plc codes 10 $5,425 PY2022
- RAE Group LLC codes 11 PY2022
What changed
2 events
- Jul 1, 2024Funded status changedPension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA funded ratio 53.2% -> 49.0% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedPension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA funded ratio 58.2% -> 53.2% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236289032-001
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.