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
Revised Retirement Plan of the Indianapolis Chapter of Bricklayers Local No. 4 of In/ky, I U of B & a C
Taft-Hartley planIndianapolis, IN
Assets
$99.0M
Total assets, Nov 30, 2024 reported
Funded
86.6%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
4
none on the tape
Plan sponsor: Indpls. Chapter of Bricklayers Local No 4 of In/ky(iu of B & a C)
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.8%
- U.S. Government securities 3.0%
- Common/collective trusts 6.0%
- Registered investment companies 85.1%
- Common stock 3.7%
Consultants and advisers
4 firms
- Mariner (andco) General consultantthrough Nov 30, 2023 Form 5500
- Osborne Carriero & Associates Actuarythrough Nov 30, 2024 Form 5500
- Nyhart Actuarythrough Nov 30, 2023 Form 5500
- Osborn, Carreiro & Associates, Inc. Actuarythrough Nov 30, 2023 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
- American Core2 rows, latest Nov 30, 2024
- ABS Allegiance Real Estate2 rows, latest Nov 30, 2024
Commitments
4 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 Nov 30, 2024 | American Core Realty Fundcollective trust | American Core | Real estate | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | American Core Realty Fundcollective trust | American Core | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,247 | n/a | n/a | n/a | $99.0M | n/a | n/a | n/a |
| 2022 to Nov 30, 2023 | 2,239 | n/a | n/a | n/a | $83.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Healthscope Benefits codes 13 50 $93,827 PY2023
- Mariner Institutional, LLC codes 16 70 $48,000 PY2023
- Osborn, Carriero & Associates codes 11 50 $21,000 PY2023
- Ledbetter Partners LLC codes 29 50 $20,445 PY2023
- L.M. Henderson & Company LLP codes 10 50 $15,300 PY2023
- Arnold and Kadjan, LLP codes 29 50 $7,883 PY2023
- Richard J. Wolf & Company codes 10 50 $5,102 PY2023
- ASB Allegiance Real Estate Fund Sched. D C $2.5M PY2023
- American Core Realty Fund Sched. D C $3.5M PY2023
- Osborn, Carreiro and Associates Inc codes 11 PY2023
- Healthscope Benefits codes 13 50 $91,987 PY2022
- Andco Consulting, LLC codes 16 70 $48,000 PY2022
- Ledbetter Partners LLC codes 29 50 $34,700 PY2022
- L.M. Henderson & Company, LLP codes 10 50 $30,750 PY2022
- The Nyhart Company codes 11 50 $15,950 PY2022
- Arnold & Kadjan codes 29 50 $15,879 PY2022
- American Core Realty Fund Sched. D C $3.8M PY2022
- ASB Allegiance Real Estate Fund Sched. D C $3.3M PY2022
- Osborn, Carreiro and Associates Inc codes 11 PY2022
What changed
1 events
- Nov 30, 2024Assets changedRevised Retirement Plan of the Indianapolis Chapter of Bricklayers Local No. 4 of In/ky, I U of B & a C total assets $84M -> $99M (+18.0%, 2023-11-30 to 2024-11-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356074754-001
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.