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

Indiana Laborers Pension Fund

Taft-Hartley planTerre Haute, IN
Assets
$1.8B
Total assets, May 31, 2025 reported
Funded
114.8%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
26
1 managers on Schedule C
Plan sponsor: Board of Trustees - Indiana Laborers Pension Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 1.7%
  • U.S. Government securities 1.1%
  • Other investments 2.1%
  • Partnership/joint venture interests 25.0%
  • 103-12 investment entities 2.0%
  • Common/collective trusts 65.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
26 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025American Core Realty Fundcollective trustAmerican CoreReal estate$60.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$209M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$480M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$36.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Rreef American Reit IIcollective trustRreefReal estate$55.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$25.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NIS Core Fixed Income Qp Fund, LLCcollective trustNational Investment Services of AmericaFixed income$109M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NIS High Yield Qp Fund, LLCcollective trustNational Investment Services of AmericaFixed income$7.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$116M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024American Core Realty Fundcollective trustAmerican CoreReal estate$59.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$188M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$451M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$33.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Rreef American Reit IIcollective trustRreefReal estate$55.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$25.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NIS Core Fixed Income Qp Fund, LLCcollective trustNational Investment Services of America LLCFixed income$97.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NIS High Yield Qp Fund, LLCcollective trustNational Investment Services of America LLCFixed income$6.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023American Core Realty Fundcollective trustAmerican CoreReal estate$68.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NT Collective All Country World Ex-collective trustNorthern Trust Collective Eafe IndePooled vehicles$148M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$389M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$67.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Rreef American Reit IIcollective trustRreefReal estate$61.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$35.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NIS Core Fixed Income Qp Fund, LLCcollective trustNational Investment Services of America LLCFixed income$75.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NIS High Yield Qp Fund, LLCcollective trustNational Investment Services of America LLCFixed income$6.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.8B May 31, 2025 reported Form 5500
$1.7B (2024-05) · $1.5B (2023-05)
Plan assets
$1.7B Jun 1, 2024 reported Form 5500
$1.5B (2023-06) · $1.5B (2022-06)
Net assets
$1.8B May 31, 2025 reported Form 5500
$1.7B (2024-05) · $1.5B (2023-05)
Funded ratio
114.8% Jun 1, 2024 reported Form 5500
107.5% (2023-06) · 101.9% (2022-06)
Participants
28,651 Jun 1, 2024 reported Form 5500
28,353 (2023-06) · 27,377 (2022-06)
Contributions
$117M May 31, 2025 reported Form 5500
$110M (2024-05) · $102M (2023-05)
Benefits paid
$99.8M May 31, 2025 reported Form 5500
$97.1M (2024-05) · $94.7M (2023-05)
Net investment income
$161M May 31, 2025 reported Form 5500
$166M (2024-05) · $23.0M (2023-05)
Investment management fees
$196,219 May 31, 2025 reported Form 5500
$180,000 (2024-05) · $6.7M (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 202528,651n/an/an/a$1.8B$454Mn/an/a
2023 to May 31, 202428,353n/an/an/a$1.7B$399Mn/an/a
2022 to May 31, 202327,377n/an/an/a$1.5B$409Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship started
    Churchill Middle Market Senior Loan appears on Indiana Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Churchill Middle Market Senior Loanaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Partners Group, (USA) Inc. no longer appears on Indiana Laborers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Partners Group Private Equityaskebsa.dol.gov
  • Jun 1, 2024Funded status changed
    Indiana Laborers Pension Fund funded ratio 107.5% -> 114.8% (2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • Jun 1, 2024Assets changed
    Indiana Laborers Pension Fund plan assets $1.5B -> $1.7B (+11.2%, 2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • May 31, 2024Holding started
    Indiana Laborers Pension Fund first reports an interest in Nuveen/sei Trust Company Investment: $103M at 2024-05-31
    with Nuveen/sei Trust Company Investmentaskebsa.dol.gov
  • May 31, 2024Assets changed
    Indiana Laborers Pension Fund total assets $1.5B -> $1.7B (+11.2%, 2023-05-31 to 2024-05-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    National Investment Services of Ame appears on Indiana Laborers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Investment Svcs of Ameraskebsa.dol.gov
  • Jun 1, 2023Funded status changed
    Indiana Laborers Pension Fund funded ratio 101.9% -> 107.5% (2022-06-01 to 2023-06-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356027150-001
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.