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

Laborers District Council of W PA Pension Fund

Taft-Hartley planPittsburgh, PA
Assets
$948M
Total assets, Dec 31, 2024 reported
Funded
69.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
35
3 managers on Schedule C
Plan sponsor: Laborers District Council of W PA Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Corporate debt instruments (other) 4.5%
  • Corporate debt instruments (preferred) 2.6%
  • U.S. Government securities 9.7%
  • Other investments 0.0%
  • Partnership/joint venture interests 5.8%
  • 103-12 investment entities 7.2%
  • Common/collective trusts 57.7%
  • Registered investment companies 10.3%
  • Real estate (other than employer real property) 1.3%
Consultants and advisers
7 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
Commitments
35 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$55.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$135,574 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024FBO Franklin Bsp Capital Corpcollective trustFBO Franklin Bsp Capital CorpPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Laborers Proprietory Cash Fundcollective trustBNY MellonCash$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employee Real Estate Construction Tcollective trustAmeriserveReal estate$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$68.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jcollective trustUllico Investment Advisors, Inc.Pooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Victory Trivalent International Smacollective trustVictory CapitalPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$53.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$137,410 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Calamos Global Opportunistic Trustcollective trustCalamos Advisors LLCHedge / diversifiers$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Laborers Proprietory Cash Fundcollective trustBNY MellonCash$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Construction Tcollective trustAmeriserveReal estate$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$21.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$14.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$72.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jcollective trustUllico Investment Advisors, Inc.Pooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Victory Trivalent International Smacollective trustVictory CapitalPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023FBO Franklin Bsp Capital Corpcollective trustFBO Franklin Bsp Capital CorpPooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Pooled Index Fund L811collective trustRhumbline Advisers CorpPooled vehicles$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$135,269 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Calamos Global Opportunistic Trustcollective trustCalamos Advisors LLCHedge / diversifiers$21.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Laborers Proprietory Cash Fundcollective trustBNY MellonCash$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Construction Tcollective trustAmeriserveReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Silchester Int'l Value Equity Trust103 12 ieSilchester International InvestorPublic equity$59.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jcollective trustUllico Investment Advisors, Inc.Pooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Victory Trivalent International Smacollective trustVictory CapitalPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022FBO Franklin Bsp Capital Corpcollective trustFBO Franklin Bsp Capital CorpPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$948M Dec 31, 2024 reported Form 5500
$883M (2023-12) · $806M (2022-12)
Plan assets
$882M Jan 1, 2024 reported Form 5500
$804M (2023-01) · $926M (2022-01)
Net assets
$947M Dec 31, 2024 reported Form 5500
$882M (2023-12) · $804M (2022-12)
Funded ratio
69.5% Jan 1, 2024 reported Form 5500
67.2% (2023-01) · 66.6% (2022-01)
Participants
16,102 Jan 1, 2024 reported Form 5500
16,834 (2023-01) · 16,136 (2022-01)
Contributions
$77.4M Dec 31, 2024 reported Form 5500
$76.4M (2023-12) · $77.9M (2022-12)
Benefits paid
$105M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $101M (2022-12)
Net investment income
$64.7M Dec 31, 2024 reported Form 5500
$78.4M (2023-12) · $-122M (2022-12)
Investment management fees
$2.0M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $2.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202416,102n/an/an/a$948M$54.9Mn/a$12.1M
2023 to Dec 31, 202316,834n/an/an/a$883M$49.9Mn/a$12.5M
2022 to Dec 31, 202216,136n/an/an/a$806M$48.7Mn/a$13.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Holding endedinference
    Laborers District Council of W PA Pension Fund no longer reports Calamos Global Opportunistic Trust (Calamos Advisors LLC) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with Calamos Advisors LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ardian Sec Ix LP appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ardian Sec Ix LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Chartwell Investment Partners Inc appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Chartwell Investment Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blackstone Tactical Opp Fund IV LP appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackstone Tactical Opp Fund IV LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Acrisure, LLC appears on Laborers District Council of W PA Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Acrisureaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    US Real Estate Investment Fund LLC appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Intercontinental Real Estate Corp.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Cowden Associates Inc. no longer appears on Laborers District Council of W PA Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Cowden Associatesaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Laborers District Council of W PA Pension Fund funded ratio 67.2% -> 69.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Chartwell Investment Partners Inc no longer appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Chartwell Investment Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Ares Special Opportunities Fund appears on Laborers District Council of W PA Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ares Special Opportunities Fundaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Laborers District Council of W PA Pension Fund plan assets $926M -> $804M (-13.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 256135576-001
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.