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
ILA Local Union No.1922-1/2062 Pension Fund
Taft-Hartley planMiami, FL
Assets
n/a
Total assets, Oct 1, 2023 reported
Funded
93.7%
May 1, 2023
Private markets target
n/a
policy Apr 30, 2023
Commitments
0
none on the tape
Plan sponsor: International Longshoremens Association Afl-Cio Local 1922-1/2
Allocation policy
Form 5500, as of Apr 30, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 2.5%
- Corporate debt instruments (other) 29.9%
- Registered investment companies 2.3%
- Common stock 61.8%
Consultants and advisers
2 firms
- Buck Global, LLC Actuarythrough Apr 30, 2023 Form 5500
- Bank of America Trusteethrough Apr 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)
- Merrill Lynch,pierce,fenner & Smithplan 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
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 1, 2023 | 641 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 1,016 | n/a | n/a | n/a | $26.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Arty Cohn & Feuer Lc codes 10 $159,318 PY2023
- Buck Global, LLC codes 11 $123,088 PY2023
- Sugarman & Susskind PA codes 29 $109,600 PY2023
- Nancy Jimenez codes 10 $14,223 PY2023
- Buck Global, LLC codes 11 PY2023
- Buck Global, LLC codes 11 $191,937 PY2022
- Merrill Lynch Pierce Fenner & Smith codes 28 33 62 $113,861 PY2022
- Arty Cohn & Feuer Lc codes 10 $84,571 PY2022
- Sugarman & Susskind PA codes 29 $70,200 PY2022
- Nancy Jimenez codes 10 $31,883 PY2022
- Bank of America codes 21 $9,495 PY2022
- Buck Global, LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2023Manager relationship endedinferenceMerrill Lynch Pierce Fenner & Smith no longer appears on ILA Local Union No.1922-1/2062 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Oct 1, 2023Assets changedILA Local Union No.1922-1/2062 Pension Fund total assets $26M -> $0 (-100.0%, 2023-04-30 to 2023-10-01)
- May 1, 2023Funded status changedILA Local Union No.1922-1/2062 Pension Fund funded ratio 104.1% -> 93.7% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedILA Local Union No.1922-1/2062 Pension Fund plan assets $41M -> $26M (-36.4%, 2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596486529-001
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.