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
Ibew Local 712 Pension Trust Fund
Taft-Hartley planPittsburgh, PA
Assets
$106M
Total assets, Dec 31, 2024 reported
Funded
99.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Ibew Local 712 Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 1.7%
- Corporate debt instruments (other) 4.5%
- U.S. Government securities 4.0%
- Other investments 14.2%
- Partnership/joint venture interests 0.3%
- Common/collective trusts 20.4%
- Registered investment companies 23.0%
- Common stock 30.2%
Consultants and advisers
2 firms
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
- Cowden Associates Actuarythrough Dec 31, 2022 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
- Global Trust Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Graystone Consultingplan years 2022
- Morgan Stanley Investmentsplan years 2022
- Victory Capital Intl Collect Trplan years 2022
Commitments
6 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 Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Victory Trivalent Intl Sm Cap Fundcollective trust | Global Trust Company | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $17.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Victory Trivalent Intl Sm Cap Fundcollective trust | Global Trust Company | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Victory Trivalent Intl Sm Cap Fundcollective trust | Global Trust Company | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$197,107 (2023-12) · $203,906 (2022-12)
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 Dec 31, 2024 | 1,273 | n/a | n/a | n/a | $106M | $296,026 | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,268 | n/a | n/a | n/a | $99.3M | $296,026 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,161 | n/a | n/a | n/a | $93.1M | $296,026 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Investments codes 28 51 $101,975 PY2024
- CDS Administrators codes 13 $84,353 PY2024
- Graystone Consulting codes 28 $76,443 PY2024
- Acrisure codes 11 $41,871 PY2024
- Meyer, Unkovic & Scott LLP codes 29 $35,642 PY2024
- Packer Thomas codes 10 $25,744 PY2024
- Victory Capital Intl Collect Tr codes 28 $14,363 PY2024
- Ibew-Neca Equity Index Fund Sched. D C $19.7M PY2024
- Victory Trivalent Intl Sm Cap Fund Sched. D C $2.0M PY2024
- Acrisure codes 11 PY2024
- Morgan Stanley Investments codes 28 51 $92,822 PY2023
- Graystone Consulting codes 28 $91,502 PY2023
- CDS Administrators codes 13 $61,179 PY2023
- Meyer, Unkovic & Scott LLP codes 29 $46,454 PY2023
- Cowden Associates Inc codes 11 $35,659 PY2023
- Packer Thomas codes 10 $34,335 PY2023
- Victory Capital Intl Collect Tr codes 28 $12,783 PY2023
- Ibew-Neca Equity Index Fund Sched. D C $17.1M PY2023
- Victory Trivalent Intl Sm Cap Fund Sched. D C $1.9M PY2023
- Acrisure codes 11 PY2023
- Graystone Consulting codes 28 $92,648 PY2022
- Morgan Stanley Investments codes 28 51 $92,107 PY2022
- CDS Administrators codes 13 $86,063 PY2022
- Cowden Associates Inc codes 11 $65,898 PY2022
- Meyer, Unkovic & Scott LLP codes 29 $46,536 PY2022
- Packer Thomas codes 10 $39,470 PY2022
- Victory Capital Intl Collect Tr codes 28 $17,700 PY2022
- Ibew-Neca Equity Index Fund Sched. D C $15.2M PY2022
- Victory Trivalent Intl Sm Cap Fund Sched. D C $1.6M PY2022
- Cowden Associates, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedIbew Local 712 Pension Trust Fund funded ratio 93.9% -> 99.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedIbew Local 712 Pension Trust Fund funded ratio 89.1% -> 93.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIbew Local 712 Pension Trust Fund plan assets $105M -> $92M (-12.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251297810-001
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.