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

Lumber Industry Pension Plan

Taft-Hartley planSeattle, WA
Assets
$255M
Total assets, Dec 31, 2024 reported
Funded
72.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: Board of Trustees, Cic-Forest Products Retirement
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Other investments 8.2%
  • 103-12 investment entities 11.2%
  • Common/collective trusts 10.2%
  • Registered investment companies 66.9%
Consultants and advisers
6 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
From Schedule C (investment management, code 28)
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Acwi Ex-Us Superfundcollective trustBlackrock Instituitional Trust Company N.A.Pooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024MFS International Growth Fundcollective trustMFS Heritage Trust Company, N.A.Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Equity Index Fundcollective trustWells FargoPublic equity$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$505,051 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners Llc(mez. & Distressed Debt Fund LP)Pooled vehicles$13,795 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$12,064 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Mid Cap Equity Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acwi Ex-Us Superfundcollective trustBlackrock Instituitional Trust Company N.A.Pooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023MFS International Growth Fundcollective trustMFS Heritage Trust Company, N.A.Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Index Fundcollective trustWells FargoPublic equity$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$495,701 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners Llc(mez. & Distressed Debt Fund LP)Pooled vehicles$44,064 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$22,045 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Mid Cap Equity Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acwi Ex-Us Superfundcollective trustBlackrock Instituitional Trust Company N.A.Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022MFS International Growth Fundcollective trustMFS Heritage Trust Company, N.A.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Index Fundcollective trustWells FargoPublic equity$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Parametric Global Defensive Equity103 12 ieParametric Portfolio Associates LLCPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$712,897 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harbourvest Partners Viii-Cayman Mz103 12 ieHarbourvest Partners Llc(mez. & Distressed Debt Fund LP)Pooled vehicles$68,193 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$188,233 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Mid Cap Equity Index Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
22 readings
Total assets
$255M Dec 31, 2024 reported Form 5500
$152M (2023-12) · $159M (2022-12)
Plan assets
$196M Jan 1, 2022 reported Form 5500
Net assets
$255M Dec 31, 2024 reported Form 5500
$152M (2023-12) · $159M (2022-12)
Funded ratio
72.7% Jan 1, 2022 reported Form 5500
Participants
5,530 Jan 1, 2024 reported Form 5500
5,834 (2023-01) · 4,247 (2022-01)
Contributions
$4.9M Dec 31, 2022 reported Form 5500
Benefits paid
$21.4M Dec 31, 2024 reported Form 5500
$22.0M (2023-12) · $22.2M (2022-12)
Net investment income
$103M Dec 31, 2024 reported Form 5500
$-6.5M (2023-12) · $-36.1M (2022-12)
Investment management fees
$96,639 Dec 31, 2024 reported Form 5500
$84,159 (2023-12) · $99,585 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,530n/an/an/a$255Mn/an/an/a
2023 to Dec 31, 20235,834n/an/an/a$152Mn/an/an/a
2022 to Dec 31, 20224,247n/an/an/a$159Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Northwest Administrators, Inc. codes 13 50 $345,339 PY2024
  • Milliman, Inc. codes 11 50 $125,046 PY2024
  • Trucker Huss, Apc codes 29 50 $103,799 PY2024
  • RVK, Inc. codes 16 50 $57,500 PY2024
  • Miller Kaplan Arase LLP codes 10 50 $29,789 PY2024
  • MFS Heritage Trust Company codes 51 52 62 68 $29,261 PY2024
  • Wells Fargo Bank, N.A. codes 18 50 $26,924 PY2024
  • Vigilant Services, Inc. codes 24 50 $26,250 PY2024
  • Principal Trust Company codes 18 50 $23,630 PY2024
  • Blackrock Institutional Trust Co codes 21 24 28 50 51 $9,878 PY2024
  • Service Printing Co codes 23 53 $5,654 PY2024
  • Propel Insurance codes 23 53 PY2024
  • Parametric Global Defensive Fd LLC Sched. D E $12.6M PY2024
  • Blackrock Acwi Ex-Us Superfund Sched. D C $4.2M PY2024
  • MFS International Growth Fund Sched. D C $4.5M PY2024
  • Blackrock Equity Index Fund Sched. D C $13.2M PY2024
  • Parametric Defensive Equity Fd LLC Sched. D E $15.5M PY2024
  • Harbourvest Partners Viii-Venture Sched. D E $505,051 PY2024
  • Harbourvest Partners Viii-Mezzanine Sched. D E $13,795 PY2024
  • Harbourvest Partners Viii-Buyout Sched. D E $12,064 PY2024
  • Blackrock Mid Cap Equity Index Fund Sched. D C $4.1M PY2024
  • Northwest Administrators, Inc. codes 13 50 $322,452 PY2023
  • Milliman, Inc. codes 11 50 $138,455 PY2023
  • Trucker Huss, Apc codes 29 50 $56,516 PY2023
  • Vigilant Services, Inc. codes 24 50 $45,000 PY2023
  • RVK, Inc. codes 16 50 $43,125 PY2023
  • Miller Kaplan Arase LLP codes 10 50 $33,848 PY2023
  • Wells Fargo Bank, N.A. codes 18 50 $26,539 PY2023
  • Principal Trust Company codes 18 50 $24,537 PY2023
  • MFS Heritage Trust Company codes 51 52 62 68 $17,180 PY2023
  • Blackrock Institutional Trust Co codes 21 24 28 50 51 $9,479 PY2023
  • Propel Insurance codes 23 53 PY2023
  • Blackrock Equity Index Fund Sched. D C $13.2M PY2023
  • Parametric Defensive Equity Fd LLC Sched. D E $12.6M PY2023
  • Parametric Global Defensive Fd LLC Sched. D E $10.6M PY2023
  • Harbourvest Partners Viii-Venture Sched. D E $495,701 PY2023
  • Harbourvest Partners Viii-Mezzanine Sched. D E $44,064 PY2023
  • Harbourvest Partners Viii-Buyout Sched. D E $22,045 PY2023
  • Blackrock Mid Cap Equity Index Fund Sched. D C $4.5M PY2023
  • Blackrock Acwi Ex-Us Superfund Sched. D C $4.6M PY2023
  • MFS International Growth Fund Sched. D C $4.5M PY2023
  • Northwest Administrators, Inc. codes 13 50 $320,503 PY2022
  • Milliman, Inc. codes 11 50 $91,180 PY2022
  • RVK, Inc. codes 16 50 $57,500 PY2022
  • Vigilant Services, Inc. codes 24 50 $45,000 PY2022
  • Trucker Huss, Apc codes 29 50 $40,262 PY2022
  • MFS Heritage Trust Company codes 51 52 62 68 $31,287 PY2022
  • Miller Kaplan Arase LLP codes 10 50 $28,600 PY2022
  • Wells Fargo Bank, N.A. codes 18 50 $27,078 PY2022
  • Principal Trust Company codes 18 50 $21,381 PY2022
  • Blackrock Institutional Trust Co codes 21 24 28 50 51 $10,798 PY2022
  • Service Printing Co codes 36 50 $5,267 PY2022
  • Propel Insurance codes 23 53 PY2022
  • Blackrock Acwi Ex-Us Superfund Sched. D C $3.6M PY2022
  • MFS International Growth Fund Sched. D C $3.8M PY2022
  • Blackrock Equity Index Fund Sched. D C $11.0M PY2022
  • Parametric Defensive Equity Fd LLC Sched. D E $11.1M PY2022
  • Parametric Global Defensive Fd LLC Sched. D E $8.7M PY2022
  • Harbourvest Partners Viii-Venture Sched. D E $712,897 PY2022
  • Harbourvest Partners Viii-Mezzanine Sched. D E $68,193 PY2022
  • Harbourvest Partners Viii-Buyout Sched. D E $188,233 PY2022
  • Blackrock Mid Cap Equity Index Fund Sched. D C $3.5M PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
1 events
  • Dec 31, 2024Assets changed
    Lumber Industry Pension Plan total assets $152M -> $255M (+67.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 456909074-002
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.