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
Hawaii Truckers-Teamsters Union Pension Plan
Taft-Hartley planHonolulu, HI
Assets
$166M
Total assets, Mar 31, 2025 reported
Funded
95.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
1
none on the tape
Plan sponsor: Trustees of Hawaii Truckers-Teamsters Union Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.0%
- Other investments 15.2%
- Registered investment companies 84.0%
Consultants and advisers
3 firms
- Honolulu Actuarial Consultants Pension consultantActuarythrough Mar 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Mar 31, 2023 Form 5500
- First Hawaiian Bank Custodianthrough Mar 31, 2025 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
- BNY Mellon1 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- River Road Asset Managementplan years 2023
- Sustainable Growth Advisersplan years 2023
- Bank of Hawaiiplan years 2023
Commitments
1 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 Mar 31, 2025 | Bnym Mellon Afl-Cio Sl Mid Capcollective trust | BNY Mellon | Pooled vehicles | $14.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$391,027 (2024-03) · $495,169 (2023-03)
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 Mar 31, 2025 | 1,081 | n/a | n/a | n/a | $166M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,079 | n/a | n/a | n/a | $160M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,110 | n/a | n/a | n/a | $143M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Risk Management Services codes 10 13 $202,190 PY2024
- Sustainable Growth Advisers codes 28 $116,302 PY2024
- First Hawaiian Bank codes 19 $83,341 PY2024
- Honolulu Actuarial Consultants codes 11 17 $56,230 PY2024
- River Road Asset Management codes 28 $49,698 PY2024
- Segal Marco Advisors codes 27 $48,859 PY2024
- Singerlewak LLP codes 10 $41,268 PY2024
- Bnym Mellon Afl-Cio Sl Mid Cap Sched. D C $14.8M PY2024
- Honolulu Actuarial Consultants, Inc codes 11 PY2024
- River Road Asset Management codes 28 $259,406 PY2023
- Benefit Risk Management Services codes 10 13 $190,323 PY2023
- Sustainable Growth Advisers codes 28 $97,795 PY2023
- First Hawaiian Bank codes $79,836 PY2023
- Honolulu Actuarial Consultants codes 17 $53,822 PY2023
- Singerlewak LLP codes 10 $41,835 PY2023
- Segal Marco Advisors codes 27 $33,826 PY2023
- YEE & Kawashima, LLLP codes 29 $11,882 PY2023
- Honolulu Actuarial Consultants, Inc codes 11 PY2023
- River Road Asset Management codes 28 $211,799 PY2022
- Benefit Risk Management Services codes 10 13 $185,036 PY2022
- Sustainable Growth Advisers codes 28 $120,410 PY2022
- First Hawaiian Bank codes $86,386 PY2022
- Honolulu Actuarial Consultants codes 17 $52,042 PY2022
- Segal Marco Advisors codes 27 $48,859 PY2022
- Lemke, Chinen & Tanaka, CPA, Inc. codes 10 $35,895 PY2022
- Bank of Hawaii codes 28 $27,715 PY2022
- YEE & Kawashima, LLLP codes 29 $9,491 PY2022
- Honolulu Actuarial Consultants, Inc codes 11 PY2022
What changed
3 events
- Apr 1, 2024Assets changedHawaii Truckers-Teamsters Union Pension Plan plan assets $143M -> $160M (+12.0%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedHawaii Truckers-Teamsters Union Pension Plan total assets $143M -> $160M (+12.0%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Manager relationship endedinferenceBank of Hawaii no longer appears on Hawaii Truckers-Teamsters Union Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Hawaiiaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 996009518-001
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.