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

I.B.E.W. Local 1579 Pension Plan

Taft-Hartley planJacksonville, FL
Assets
$237M
Total assets, Sep 30, 2025 reported
Funded
121.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
none on the tape
Plan sponsor: I.B.E.W Local 1579 Pension Plan Board of Trustees
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 2.5%
  • Other investments 1.0%
  • Partnership/joint venture interests 12.8%
  • Common/collective trusts 77.3%
  • Registered investment companies 4.4%
Consultants and advisers
5 firms
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
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$71.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trustBNY MellonPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ir&m Core Plus Bond Collective Fundcollective trustIr+m Collective InvestmentFixed income$93.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$237M Sep 30, 2025 reported Form 5500
$217M (2024-09) · $181M (2023-09)
Plan assets
$216M Oct 1, 2024 reported Form 5500
$181M (2023-10) · $165M (2022-10)
Net assets
$237M Sep 30, 2025 reported Form 5500
$216M (2024-09) · $181M (2023-09)
Funded ratio
121.1% Oct 1, 2024 reported Form 5500
110.8% (2023-10) · 107.7% (2022-10)
Participants
1,577 Oct 1, 2024 reported Form 5500
1,671 (2023-10) · 1,780 (2022-10)
Contributions
$11.2M Sep 30, 2025 reported Form 5500
$9.8M (2024-09) · $11.9M (2023-09)
Benefits paid
$10.8M Sep 30, 2025 reported Form 5500
$11.5M (2024-09) · $11.5M (2023-09)
Net investment income
$20.1M Sep 30, 2025 reported Form 5500
$35.4M (2024-09) · $16.4M (2023-09)
Investment management fees
$111,964 Sep 30, 2025 reported Form 5500
$109,500 (2024-09) · $604,754 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,577n/an/an/a$237M$30.3Mn/an/a
2023 to Sep 30, 20241,671n/an/an/a$217M$8.4Mn/an/a
2022 to Sep 30, 20231,780n/an/an/a$181M$9.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Sep 30, 2025Holding started
    I.B.E.W. Local 1579 Pension Plan first reports an interest in Ir&m Core Plus Bond Collective Fund (Ir+m Collective Investment): $93M at 2025-09-30
    with Ir+m Collective Investmentaskebsa.dol.gov
  • Sep 30, 2025Holding started
    I.B.E.W. Local 1579 Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Broad Market (BNY Mellon): $71M at 2025-09-30
    with BNY Mellonaskebsa.dol.gov
  • Sep 30, 2025Holding started
    I.B.E.W. Local 1579 Pension Plan first reports an interest in Bnym Mellon Db Sl Acwi Ex-Us Fund (BNY Mellon): $12M at 2025-09-30
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Morgan Stanley Smith Barney LLC no longer appears on I.B.E.W. Local 1579 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    I.B.E.W. Local 1579 Pension Plan funded ratio 110.8% -> 121.1% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    I.B.E.W. Local 1579 Pension Plan plan assets $181M -> $216M (+19.5%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    I.B.E.W. Local 1579 Pension Plan total assets $181M -> $217M (+19.5%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Marquette Associates Inc appears on I.B.E.W. Local 1579 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Marquette Associates Inc.askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    I.B.E.W. Local 1579 Pension Plan funded ratio 107.7% -> 110.8% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 581254974-001
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.