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 No. 229 Pension Fund
Taft-Hartley planSalem, VA
Assets
$45.4M
Total assets, May 31, 2025 reported
Funded
115.3%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Ibew Local No. 229 Pension Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.6%
- Partnership/joint venture interests 1.9%
- Registered investment companies 95.3%
Consultants and advisers
4 firms
- PFM Asset Management LLC Investment adviser (plan)through May 31, 2023 Form 5500
- Conrad Siegel Actuarythrough May 31, 2023 Form 5500
- Wilmington Trust Custodianthrough May 31, 2023 Form 5500
- Conrad Siegel Actuaries Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
Investment management fees
$123,921 (2024-05) · $135,562 (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 | 500 | n/a | n/a | n/a | $45.4M | $880,026 | n/a | n/a |
| 2023 to May 31, 2024 | 496 | n/a | n/a | n/a | $41.0M | $935,024 | n/a | n/a |
| 2022 to May 31, 2023 | 500 | n/a | n/a | n/a | $35.5M | $1.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PFM Advisors codes 27 51 $137,705 PY2024
- Odonoghue & Odonoghue codes 29 50 $46,950 PY2024
- Lawrence C Musgove Assoc codes 13 50 $40,194 PY2024
- Conrad Sigel Actuaries codes 11 50 $26,370 PY2024
- Wilmington Trust Corporation codes 19 49 51 62 $23,844 PY2024
- Fischer Dorwart PC codes 10 50 $8,500 PY2024
- FOX Rothschild codes 29 50 $5,546 PY2024
- Conrad Siegel Actuaries codes 11 PY2024
- PFM Advisors codes 27 51 $123,921 PY2023
- Lawrence C Musgove Assoc codes 13 50 $37,800 PY2023
- Conrad Sigel Actuaries codes 11 50 $26,370 PY2023
- Wilmington Trust Corporation codes 19 49 51 62 $20,845 PY2023
- Odonoghue & Odonoghue codes 29 50 $17,650 PY2023
- Baratz and Associates codes 10 50 $16,554 PY2023
- Fischer Dorwart PC codes 10 50 $8,000 PY2023
- Fox Rothschild codes 29 50 $6,017 PY2023
- Conrad Siegel Actuaries codes 11 PY2023
- PFM Advisors codes 27 51 $115,411 PY2022
- Lawrence C Musgove Assoc codes 13 50 $36,000 PY2022
- Conrad Sigel Actuaries codes 11 50 $28,150 PY2022
- Wilmington Trust Corporation codes 19 49 51 62 $20,151 PY2022
- Odonoghue & Odonoghue codes 29 50 $11,050 PY2022
- Fox Rothschild codes 29 50 $9,863 PY2022
- Fischer Dorwart PC codes 10 50 $8,000 PY2022
- Conrad Siegel Actuaries codes 11 PY2022
What changed
4 events
- May 31, 2025Assets changedIbew Local No. 229 Pension Fund total assets $41M -> $45M (+10.8%, 2024-05-31 to 2025-05-31)
- Jun 1, 2024Funded status changedIbew Local No. 229 Pension Fund funded ratio 113.3% -> 115.3% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedIbew Local No. 229 Pension Fund plan assets $35M -> $41M (+15.4%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedIbew Local No. 229 Pension Fund total assets $35M -> $41M (+15.4%, 2023-05-31 to 2024-05-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236399737-001
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.