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 568 Retirement Plan
Taft-Hartley planCumberland, MD
Assets
$10.8M
Total assets, Dec 31, 2024 reported
Funded
112.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: The Board of Trustees of the Ironworkers 568 Retirement Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.7%
- Common/collective trusts 16.0%
- Registered investment companies 82.3%
Consultants and advisers
2 firms
- Standard Valuation Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Neuberger Berman Trust Company, Na2 rows, latest Dec 31, 2024
Commitments
8 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $332,950 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $207,919 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $345,824 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $207,131 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $409,295 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $313,872 held | Disclosed holding | askebsa.dol.gov |
Size and funding
29 readings
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 Dec 31, 2024 | 148 | n/a | n/a | n/a | $10.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 142 | n/a | n/a | n/a | $8.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 153 | n/a | n/a | n/a | $7.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Joint Board of Trustees for Iw L568 codes 15 50 $61,066 PY2024
- Bolton Partners, Inc. codes 11 50 $51,470 PY2024
- Batoff Associates, P.A. codes 29 50 $37,791 PY2024
- Turnbull, Hoover and Kahl, P.A. codes 10 50 $24,240 PY2024
- Standard Valuation codes 27 50 $8,000 PY2024
- Multi Employer Property Trust Sched. D C $332,950 PY2024
- Afl-Cio Building Investment Trust Sched. D C $207,919 PY2024
- Neuberger Berman Strategic Multi-Se Sched. D C $1.2M PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Joint Board of Trustees for Iw L568 codes 15 50 $68,912 PY2023
- Bolton Partners, Inc. codes 11 50 $45,184 PY2023
- Batoff Associates, P.A. codes 29 50 $28,381 PY2023
- Turnbull, Hoover and Kahl, P.A. codes 10 50 $22,560 PY2023
- Standard Valuation codes 27 50 $8,000 PY2023
- Multi Employer Property Trust Sched. D C $345,824 PY2023
- Afl-Cio Building Investment Trust Sched. D C $207,131 PY2023
- Neuberger Berman Stratetic Multi-Se Sched. D C $1.1M PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Joint Board of Trustees for Iw L568 codes 15 50 $59,058 PY2022
- Bolton Partners, Inc. codes 11 50 $44,112 PY2022
- Turnbull, Hoover and Kahl, P.A. codes 10 50 $20,230 PY2022
- Batoff Associates, P.A. codes 29 50 $10,506 PY2022
- Standard Valuation codes 27 50 $8,000 PY2022
- Multi Employer Property Trust Sched. D C $409,295 PY2022
- Afl-Cio Building Investment Trust Sched. D C $313,872 PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedIronworkers 568 Retirement Plan total assets $9M -> $11M (+22.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedIronworkers 568 Retirement Plan funded ratio 110.0% -> 112.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIronworkers 568 Retirement Plan plan assets $8M -> $9M (+16.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedIronworkers 568 Retirement Plan first reports an interest in Neuberger Berman Strategic Multi-Se (Neuberger Berman Trust Company, Na): $1M at 2023-12-31with Neuberger Berman Trust Company, Naaskebsa.dol.gov
- Dec 31, 2023Assets changedIronworkers 568 Retirement Plan total assets $8M -> $9M (+16.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIronworkers 568 Retirement Plan funded ratio 96.0% -> 110.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIronworkers 568 Retirement Plan plan assets $11M -> $8M (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 320124306-002
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.