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 Iron Workers' Pension Plan

Taft-Hartley planWaipahu, HI
Assets
$176M
Total assets, Mar 31, 2025 reported
Funded
121.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees of Hawaii Iron Workers Pension Trust Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 28.4%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 7.1%
  • U.S. Government securities 1.1%
  • Other investments 8.6%
  • Partnership/joint venture interests 4.7%
  • Registered investment companies 28.4%
  • Common stock 20.6%
  • Preferred stock 0.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$176M Mar 31, 2025 reported Form 5500
$171M (2024-03) · $151M (2023-03)
Plan assets
$171M Apr 1, 2024 reported Form 5500
$151M (2023-04) · $163M (2022-04)
Net assets
$176M Mar 31, 2025 reported Form 5500
$171M (2024-03) · $151M (2023-03)
Funded ratio
121.1% Apr 1, 2024 reported Form 5500
119.2% (2023-04) · 123.4% (2022-04)
Participants
1,429 Apr 1, 2024 reported Form 5500
1,450 (2023-04) · 1,403 (2022-04)
Contributions
$9.4M Mar 31, 2025 reported Form 5500
$7.7M (2024-03) · $7.4M (2023-03)
Benefits paid
$10.2M Mar 31, 2025 reported Form 5500
$9.8M (2024-03) · $9.9M (2023-03)
Net investment income
$4.7M Mar 31, 2025 reported Form 5500
$20.1M (2024-03) · $-12.0M (2023-03)
Investment management fees
$942,163 Mar 31, 2025 reported Form 5500
$970,310 (2024-03) · $858,322 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,429n/an/an/a$176M$8.2Mn/an/a
2023 to Mar 31, 20241,450n/an/an/a$171M$8.8Mn/an/a
2022 to Mar 31, 20231,403n/an/an/a$151M$7.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    The Segal Company (western States), no longer appears on Hawaii Iron Workers' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with The Segal Co (western States), Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Focus Investment Advisors appears on Hawaii Iron Workers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Focus Investment Advisors, Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Affinity Investment Advisors no longer appears on Hawaii Iron Workers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Affinity Investment Advisors LLCaskebsa.dol.gov
  • Apr 1, 2024Assets changed
    Hawaii Iron Workers' Pension Plan plan assets $151M -> $171M (+13.3%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Hawaii Iron Workers' Pension Plan total assets $151M -> $171M (+13.3%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Milliman appears on Hawaii Iron Workers' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Milliman, Inc.askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Hawaii Iron Workers' Pension Plan funded ratio 123.4% -> 119.2% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 996025105-001
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.