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 #952 Ventura Division of la County Chapter Neca Pension Trust Fund

Taft-Hartley planFresno, CA
Assets
$130M
Total assets, Jun 30, 2025 reported
Funded
76.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
30
1 managers on Schedule C
Plan sponsor: Board of Trustees, Ibew Local 952 Ventura Division
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Non-interest-bearing cash 1.0%
  • Insurance company general account 6.9%
  • Other investments 1.5%
  • Partnership/joint venture interests 12.8%
  • 103-12 investment entities 16.3%
  • Common/collective trusts 49.1%
  • Registered investment companies 10.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ibew-Neca Equity Index Fundcollective trustASB Capital ManagementPublic equity$35.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jpmcb Strategic Property Fundcollective trustJpmorgan Chase Bank, N.A.Real estate$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Neuberger Berman Strategic Fixed incollective trustNeuberger Berman Trust Company, NaFixed income$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Segall Bryant & Hamill Smid Cap Tfcollective trustSeiPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wellington Wtc-Cif Internationalcollective trustWellington Trust Company, NaPooled vehicles$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ibew-Neca Equity Index Fundcollective trustASB Capital ManagementPublic equity$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Jpmcb Strategic Property Fundcollective trustJpmorgan Chase Bank, N.A.Real estate$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Neuberger Berman Strategic Fixed incollective trustNeuberger Berman Trust Company, NaFixed income$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Segall Bryant & Hamill Smid Cap Tfcollective trustSeiPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wellington Wtc-Cif Internationalcollective trustWellington Trust Company, NaPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ibew-Neca Equity Index Fundcollective trustASB Capital ManagementPublic equity$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wtc-Cif Small Cap 2000 Portfoliocollective trustWellington Trust Company, NaPublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Jpmcb Strategic Property Fundcollective trustJpmorgan Chase Bank, N.A.Real estate$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Neuberger Berman Strategic Fixed incollective trustNeuberger Berman Trust Company, NaFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Segall Bryant & Hamill Smid Cap Tfcollective trustSeiPooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wellington Wtc-Cif Internationalcollective trustWellington Trust Company, NaPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023JP Morgan Core Bond Fundcollective trustJ.P. Morgan Investment ManagementFixed income$3.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$130M Jun 30, 2025 reported Form 5500
$118M (2024-06) · $111M (2023-06)
Plan assets
$118M Jul 1, 2024 reported Form 5500
$110M (2023-07) · $103M (2022-07)
Net assets
$130M Jun 30, 2025 reported Form 5500
$118M (2024-06) · $110M (2023-06)
Funded ratio
76.5% Jul 1, 2024 reported Form 5500
74.9% (2023-07) · 74.2% (2022-07)
Participants
868 Jul 1, 2024 reported Form 5500
870 (2023-07) · 877 (2022-07)
Contributions
$8.9M Jun 30, 2025 reported Form 5500
$8.2M (2024-06) · $9.2M (2023-06)
Benefits paid
$11.9M Jun 30, 2025 reported Form 5500
$11.4M (2024-06) · $11.1M (2023-06)
Net investment income
$11.5M Jun 30, 2025 reported Form 5500
$7.7M (2024-06) · $7.8M (2023-06)
Investment management fees
$466,016 Jun 30, 2025 reported Form 5500
$385,884 (2024-06) · $412,468 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025868n/an/an/a$130M$16.7Mn/an/a
2023 to Jun 30, 2024870n/an/an/a$118M$14.0Mn/an/a
2022 to Jun 30, 2023877n/an/an/a$111M$10.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jun 30, 2025Holding endedinference
    Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund no longer reports William Blair International Leaders (William Blair Investment Management) (last held $4M at 2024-06-30; absent from the 2025-06-30 filing)
    with William Blair Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Neuberger Berman Trust Company no longer appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Neuberger Berman Trust Company, Naaskebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund no longer reports JP Morgan Core Bond Fund (J.P. Morgan Investment Management) (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Invesco Trust Company no longer appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invesco Nationalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    William Blair Collective Invest. Tr appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blair Investment Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956397996-001
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.