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
Teamsters Union Local 293 Pension Plan
Taft-Hartley planIndependence, OH
Assets
$97.1M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Trustees of Teamsters Union Local 293 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.5%
- Common/collective trusts 48.2%
- Registered investment companies 21.4%
Consultants and advisers
2 firms
- Segal Actuarythrough Dec 31, 2022 Form 5500
- KEY Bank National Association Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Afl-Cio Equity Fund3 rows, latest Dec 31, 2024
- AXA Equitable Life Ins Co3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Independent Fiduciaryplan years 2022
- Boston Trust Walden Companyplan years 2022
Commitments
9 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 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $33.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners International Fundcollective trust | SEI Trust Company | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prime Property Fundcollective trust | AXA Equitable Life Ins Co | Real estate | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $31.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners International Fundcollective trust | SEI Trust Company | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prime Property Fundcollective trust | AXA Equitable Life Ins Co | Real estate | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Earnest Partners International Fundcollective trust | SEI Trust Company | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prime Property Fundcollective trust | AXA Equitable Life Ins Co | Real estate | $8.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
19 readings
Contributions
Investment management fees
$105,435 (2023-12) · $113,374 (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 | 1,330 | n/a | n/a | n/a | $97.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,351 | n/a | n/a | n/a | $93.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,380 | n/a | n/a | n/a | $90.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Independent Fiduciary codes 28 $48,750 PY2024
- The Segal Company codes 11 $47,173 PY2024
- Ciuni & Panichi codes 10 $35,852 PY2024
- KEY Corporation codes 19 $34,708 PY2024
- Elizabeth Peterkoski codes 30 $32,117 PY2024
- Boston Trust codes 28 $7,985 PY2024
- Earnest Partners International Fund Sched. D C $3.8M PY2024
- ASB Labor Equity Index Fund Sched. D C $33.7M PY2024
- Prime Property Fund Sched. D C $6.2M PY2024
- Independent Fiduciary codes 28 $38,500 PY2023
- The Segal Company codes 11 $34,110 PY2023
- Elizabeth Peterkoski codes 30 $34,051 PY2023
- Boston Trust codes 28 $34,028 PY2023
- Ciuni & Panichi codes 10 $33,673 PY2023
- KEY Corporation codes 19 $32,907 PY2023
- ASB Labor Equity Index Fund Sched. D C $31.1M PY2023
- Earnest Partners International Fund Sched. D C $3.6M PY2023
- Prime Property Fund Sched. D C $6.9M PY2023
- Elizabeth Peterkoski codes 30 $42,252 PY2022
- Independent Fiduciary codes 28 $39,845 PY2022
- Boston Trust codes 28 $39,338 PY2022
- Ciuni & Panichi codes 10 $34,626 PY2022
- The Segal Company codes 11 $34,540 PY2022
- KEY Corporation codes 19 $34,191 PY2022
- ASB Labor Equity Index Fund Sched. D C $28.8M PY2022
- Earnest Partners International Fund Sched. D C $4.7M PY2022
- Prime Property Fund Sched. D C $8.2M PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510151830-001
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.