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
Pipe Fitters Local No 533 Pension Plan
Taft-Hartley planKansas City, MO
Assets
$330M
Total assets, May 31, 2025 reported
Funded
93.9%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
3
none on the tape
Plan sponsor: Pipe Fitters Local No 533 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Common/collective trusts 34.0%
- Registered investment companies 64.9%
Consultants and advisers
2 firms
- Transamerica Retirement Solutions Actuarythrough May 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough May 31, 2023 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
- Transamerica3 rows, latest May 31, 2025
Commitments
3 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 May 31, 2025 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $119M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Transamerica Collective Trust Fundscollective trust | Transamerica | Pooled vehicles | $110M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$124,850 (2024-05) · $128,000 (2023-05)
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 May 31, 2025 | 2,242 | n/a | n/a | n/a | $330M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 2,156 | n/a | n/a | n/a | $310M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 2,132 | n/a | n/a | n/a | $282M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Solxsys Administrative Solutions Ll codes 13 15 50 $167,273 PY2024
- Blake & Uhlig, P.A. codes 29 50 $104,387 PY2024
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $96,000 PY2024
- United Actuarial Services, Inc. codes 11 17 50 $85,433 PY2024
- Cliftonlarsonallen LLP codes 10 50 $31,948 PY2024
- Macomb Business Forms Inc codes 36 50 $10,215 PY2024
- Calibre CPA Group PLLC codes 10 50 $9,937 PY2024
- Lees Printing Co, Inc. codes 36 50 $5,505 PY2024
- Pension Benefit Information, LLC codes 50 99 $5,229 PY2024
- Transamerica Collective Trust Funds Sched. D C $112M PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Solxsys Administrative Solutions Ll codes 13 15 50 $153,958 PY2023
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $124,850 PY2023
- United Actuarial Services, Inc. codes 11 17 50 $82,750 PY2023
- Blake & Uhlig, P.A. codes 29 50 $78,353 PY2023
- Cliftonlarsonallen LLP codes 10 50 $19,832 PY2023
- Macomb Business Forms Inc codes 36 50 $16,475 PY2023
- Calibre CPA Group PLLC codes 10 50 $7,971 PY2023
- Rockhill Orthopaedic codes 49 50 $5,480 PY2023
- Transamerica Collective Trust Funds Sched. D C $119M PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Solxsys Administrative Solutions Ll codes 13 15 50 $148,152 PY2022
- Transamerica Retirement Solutions codes 11 12 15 28 38 50 59 61 62 63 64 $128,000 PY2022
- United Actuarial Services, Inc. codes 11 17 50 $81,250 PY2022
- Blake & Uhlig, P.A. codes 29 50 $80,344 PY2022
- Cliftonlarsonallen LLP codes 10 50 $41,741 PY2022
- Calibre CPA Group PLLC codes 10 50 $13,811 PY2022
- American Graphics Printing Co codes 49 50 $10,792 PY2022
- Lee's Printing Inc Co codes 49 50 $7,468 PY2022
- Transamerica Retirement Solutions C Sched. D C $110M PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436175719-001
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.