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

Tuckpointer Local 52 Pension Plan

Taft-Hartley planElmhurst, IL
Assets
$410M
Total assets, Apr 30, 2025 reported
Funded
114.0%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Tuckpointer Local 52 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Other investments 0.0%
  • Partnership/joint venture interests 33.2%
  • Registered investment companies 57.6%
  • Common stock 7.9%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$410M Apr 30, 2025 reported Form 5500
$384M (2024-04) · $338M (2023-04)
Plan assets
$383M May 1, 2024 reported Form 5500
$338M (2023-05) · $337M (2022-05)
Net assets
$410M Apr 30, 2025 reported Form 5500
$383M (2024-04) · $338M (2023-04)
Funded ratio
114.0% May 1, 2024 reported Form 5500
113.4% (2023-05) · 113.3% (2022-05)
Participants
2,168 May 1, 2024 reported Form 5500
2,148 (2023-05) · 2,091 (2022-05)
Contributions
$12.7M Apr 30, 2025 reported Form 5500
$12.7M (2024-04) · $12.7M (2023-04)
Benefits paid
$17.5M Apr 30, 2025 reported Form 5500
$15.4M (2024-04) · $14.1M (2023-04)
Net investment income
$26.5M Apr 30, 2025 reported Form 5500
$45.6M (2024-04) · $1.3M (2023-04)
Investment management fees
$1.1M Apr 30, 2025 reported Form 5500
$947,781 (2024-04) · $205,000 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20252,168n/an/an/a$410M$136Mn/an/a
2023 to Apr 30, 20242,148n/an/an/a$384M$114Mn/an/a
2022 to Apr 30, 20232,091n/an/an/a$338M$114Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    BMO Harris no longer appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with BMO Harrisaskebsa.dol.gov
  • May 1, 2024Assets changed
    Tuckpointer Local 52 Pension Plan plan assets $338M -> $383M (+13.5%, 2023-05-01 to 2024-05-01)
    askebsa.dol.gov
  • Apr 30, 2024Assets changed
    Tuckpointer Local 52 Pension Plan total assets $338M -> $384M (+13.5%, 2023-04-30 to 2024-04-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Midwest Institutional Trust Company appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Midwest Institutional Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    PBI Research Services appears on Tuckpointer Local 52 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with PBI Research Servicesaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366122163-001
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.