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 Fund of Local 11, Iatse
Taft-Hartley planSouth Boston, MA
Assets
$66.5M
Total assets, Aug 31, 2025 reported
Funded
137.1%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
3
none on the tape
Plan sponsor: Iatse Local 11, Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.0%
- U.S. Government securities 0.7%
- Common/collective trusts 97.4%
Consultants and advisers
3 firms
- LEE Moore General consultantthrough Aug 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Aug 31, 2023 Form 5500
- Segal Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Boston Trust and Inv Mgmt Co3 rows, latest Aug 31, 2025
From Schedule C (investment management, code 28)
- Boston Trust and Inv Mgmt Coplan years 2023
Commitments
3 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 Aug 31, 2025 | Boston Trust Balanced Retirement Fdcollective trust | Boston Trust and Inv Mgmt Co | Multi-asset | $64.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Boston Trust Balanced Retirement Fdcollective trust | Boston Trust and Inv Mgmt Co | Multi-asset | $62.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Boston Trust Balanced Retirement Fdcollective trust | Boston Trust and Inv Mgmt Co | Multi-asset | $55.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$263,789 (2024-08) · $243,099 (2023-08)
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 Aug 31, 2025 | 520 | n/a | n/a | n/a | $66.5M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 435 | n/a | n/a | n/a | $63.8M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 372 | n/a | n/a | n/a | $57.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boston Trust and Inv Mgmt Co codes 28 $285,407 PY2024
- The Segal Company codes 11 17 $66,500 PY2024
- D'Arcangelo & Co. codes 10 $17,500 PY2024
- Boston Trust Balanced Retirement Fd Sched. D C $64.8M PY2024
- Segal codes 11 PY2024
- Boston Trust and Inv Mgmt Co codes 28 $263,789 PY2023
- The Segal Company codes 11 17 $73,500 PY2023
- D'Arcangelo & Co. codes 10 $17,500 PY2023
- Schultheis & Panettieri LLP codes 10 $5,751 PY2023
- Boston Trust Balanced Retirement Fd Sched. D C $62.2M PY2023
- Segal codes 11 PY2023
- Boston Trust and Inv Mgmt Co codes 28 $243,099 PY2022
- The Segal Company codes 11 17 $58,500 PY2022
- D'Arcangelo & Co. codes 10 $17,500 PY2022
- LEE Moore codes 16 $16,750 PY2022
- Feinberg, Dumont & Brennan codes 29 $7,674 PY2022
- Boston Trust Balanced Retirement Fd Sched. D C $55.5M PY2022
- Segal codes 11 PY2022
What changed
4 events
- Sep 1, 2024Assets changedPension Fund of Local 11, Iatse plan assets $57M -> $64M (+11.6%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedPension Fund of Local 11, Iatse total assets $57M -> $64M (+11.6%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Consultant changedinferenceLEE Moore no longer appears on Pension Fund of Local 11, Iatse's Schedule C as general consultant (plan year 2023 vs 2022)with LEE Mooreaskebsa.dol.gov
- Sep 1, 2023Funded status changedPension Fund of Local 11, Iatse funded ratio 132.7% -> 136.7% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 046211188-001
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.