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

Laborers District Council & Contractors Pension Fund of Ohio

Taft-Hartley planWesterville, OH
Assets
$2.7B
Total assets, Dec 31, 2024 reported
Funded
107.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
54
28 managers on Schedule C
Plan sponsor: BD of Trustees, Laborers Dist Council & Constrs Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 4.1%
  • Corporate debt instruments (preferred) 1.4%
  • U.S. Government securities 5.1%
  • Partnership/joint venture interests 48.7%
  • Common/collective trusts 22.9%
  • Pooled separate accounts 1.6%
  • Registered investment companies 4.9%
  • Common stock 8.4%
  • Preferred stock 0.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
54 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024US Short Term Governmentcollective trustState Street Global Advisors TrustCash$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Entrustpermal Spcl Opport Fd IV Ltdcollective trustEntrust Global Partners Offshore LPPooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$52.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Entrustpermal Soe Fund Ltdcollective trustEntrustpermal Management LLCPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Artisan Developing World Trustcollective trustArtisan Partners Ltd PartnershipPooled vehicles$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024THL Credit Bank Loan Select Fundcollective trustFirst Eagle Alternative CreditPrivate credit$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024WCM Focused International Growth Fdcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$45.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$21.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Union Labor Life Ins. Sep. Acc. Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$24.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Aristotle Small Cap Investment Trstcollective trustAristotle International, Inc.Public equity$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$49.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Juniperus Insurance Opp Fundcollective trustState Street - Russell 2000Pooled vehicles$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alpstone Global Macro Fundcollective trustONE River Risk RespondersPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Short Term Governmentcollective trustState Street Global Advisors TrustCash$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Entrustpermal Spcl Opport Fd IV Ltdcollective trustEntrust Global Partners Offshore LPPooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Entrustpermal Soe Fund Ltdcollective trustEntrustpermal Management LLCPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Artisan Developing World Trustcollective trustArtisan Partners Ltd PartnershipPooled vehicles$84.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023THL Credit Bank Loan Select Fundcollective trustFirst Eagle Alternative CreditPrivate credit$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WCM Focused International Growth Fdcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$37.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Union Labor Life Ins. Sep. Acc. Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$22.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aristotle Small Cap Investment Trstcollective trustAristotle International, Inc.Public equity$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$49.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Juniperus Insurance Opp Fundcollective trustState Street - Russell 2000Pooled vehicles$41.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$35.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alpstone Global Macro Fundcollective trustKohinoor Core FundPooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$61.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Short Term Governmentcollective trustState Street Global Advisors TrustCash$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Entrustpermal Spcl Opport Fd IV Ltdcollective trustEntrust Global Partners Offshore LPPooled vehicles$947,407 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Entrustpermal Soe Fund Ltdcollective trustEntrustpermal Management LLCPooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Artisan Developing World Trustcollective trustArtisan Partners Ltd PartnershipPooled vehicles$65.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022THL Credit Bank Loan Select Fundcollective trustFirst Eagle Alternative CreditPrivate credit$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WCM Focused International Growth Fdcollective trustWCM Focused Intl Growth Fund, LPPooled vehicles$32.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Union Labor Life Ins. Sep. Acc. Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$21.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aristotle Small Cap Investment Trstcollective trustAristotle International, Inc.Public equity$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$72.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$39.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Juniperus Insurance Opp Fundcollective trustState Street - Russell 2000Pooled vehicles$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alpstone Global Macro Fundcollective trustAlpstone Global Macro FundPooled vehicles$39.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$2.7B Dec 31, 2024 reported Form 5500
$2.7B (2023-12) · $2.6B (2022-12)
Plan assets
$2.7B Jan 1, 2024 reported Form 5500
$2.6B (2023-01) · $3.0B (2022-01)
Net assets
$2.7B Dec 31, 2024 reported Form 5500
$2.7B (2023-12) · $2.6B (2022-12)
Funded ratio
107.8% Jan 1, 2024 reported Form 5500
106.3% (2023-01) · 104.0% (2022-01)
Participants
29,825 Jan 1, 2024 reported Form 5500
28,984 (2023-01) · 28,040 (2022-01)
Contributions
$98.0M Dec 31, 2024 reported Form 5500
$92.6M (2023-12) · $88.7M (2022-12)
Benefits paid
$199M Dec 31, 2024 reported Form 5500
$193M (2023-12) · $173M (2022-12)
Net investment income
$9.4M Dec 31, 2024 reported Form 5500
$45.4M (2023-12) · $-353M (2022-12)
Investment management fees
$15.0M Dec 31, 2024 reported Form 5500
$13.6M (2023-12) · $11.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202429,825n/an/an/a$2.7B$1.3Bn/an/a
2023 to Dec 31, 202328,984n/an/an/a$2.7B$1.3Bn/an/a
2022 to Dec 31, 202228,040n/an/an/a$2.6B$1.3Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    Hitech Vision no longer appears on Laborers District Council & Contractors Pension Fund of Ohio's Schedule C as investment manager (plan year 2024 vs 2023)
    with Hitec Vision VIaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Klarity Fx Inc no longer appears on Laborers District Council & Contractors Pension Fund of Ohio's Schedule C as general consultant (plan year 2023 vs 2022)
    with Klarity Fx Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Hitech Vision appears on Laborers District Council & Contractors Pension Fund of Ohio's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hitec Vision VIaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Laborers District Council & Contractors Pension Fund of Ohio funded ratio 104.0% -> 106.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Laborers District Council & Contractors Pension Fund of Ohio plan assets $3.0B -> $2.6B (-11.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316129964-001
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.