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

Iron Workers District Council of New England Pension Fund

Taft-Hartley planDorchester, MA

Assets

$683M

Total assets, Dec 31, 2024 reported

Funded

95.6%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: Board of Trustees Iron Workers

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 0.6%
Partnership/joint venture interests 41.0%
Common/collective trusts 30.2%
Pooled separate accounts 1.4%
Registered investment companies 8.0%
Common stock 17.6%

Consultants and advisers

4 firms

Segal ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
Meketa Investment Group Inc. General consultantthrough Dec 31, 2022 Form 5500
US Bank Custodianthrough Dec 31, 2023 Form 5500
State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500

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

Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
Great Gray Trust Company3 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024
Afl-Cio Equity Fund3 rows, latest Dec 31, 2024
Artisan Global Value Trust3 rows, latest Dec 31, 2024
State Street - Russell 20003 rows, latest Dec 31, 2024
Reliance Trust Company3 rows, latest Dec 31, 2024
Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
Johnston Asset Management1 rows, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Ss&c Globe Opplan years 2024
First Eagle Investmentsplan years 2024
Golub Capitalplan years 2024
Mesirow Fin Priv Eq Fund Viiiplan years 2023
Blue Owl GP Stakes Offshoreplan years 2023
Pimco Investment Managementplan years 2023
Johnston Asset Managementplan years 2022
DF Dentplan years 2022
Ironsides Partnershipplan years 2022
Loomis Sayles Trust Companyplan years 2022
Gerding Edlen Investment Managementplan years 2022
Dyal Offshore Investorsplan years 2022
Pimco Disco III Offshore Feedplan years 2022
State Street - Russell 2000plan years 2022
Artisan Partners Internationalplan years 2022
Afl-Cio Housing Invplan years 2022
Seiplan years 2022
Reliance Trust Companyplan years 2022
Union Labor Life Insurance Companyplan years 2022
Chevy Chase Trustplan years 2022
ASB Capital Management LLCplan years 2022
Harbourvest Partners LPplan years 2022
American Realty Advisorsplan years 2022
Boston Partnersplan years 2022
Frontier Capitalplan years 2022

Commitments

29 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Loomis Sayles World Bond Trustcollective trust	Loomis Sayles Trust Company	Fixed income	$38.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$11.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ASB Labor Equity Index Fundcollective trust	Afl-Cio Equity Fund	Public equity	$28.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$19.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Aristotle Collective Investment Trucollective trust	SEI Trust Company	Pooled vehicles	$30.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Ssga US Tips Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GQG Partners Emerging Mkt Fundcollective trust	Reliance Trust Company	Pooled vehicles	$26.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Separate Account Jseparate account	Ullico Investment Advisors, Inc.	Pooled vehicles	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Loomis Sayles World Bond Trustcollective trust	Loomis Sayles Trust Company	Fixed income	$26.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$7.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$11.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ASB Labor Equity Index Fundcollective trust	Afl-Cio Equity Fund	Public equity	$20.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$26.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Atrisan Mid Capcollective trust	SEI Trust Company	Pooled vehicles	$17.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Ssga US Tips Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$13.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	GQG Partners Emerging Mkt Fundcollective trust	Reliance Trust Company	Pooled vehicles	$24.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Separate Account Jseparate account	Ullico Investment Advisors, Inc.	Pooled vehicles	$9.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Loomis Sayles World Bond Trustcollective trust	Loomis Sayles Trust Company	Fixed income	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Johnston Ie Group Trustcollective trust	Johnston Asset Management	Pooled vehicles	$16.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ASB Labor Equity Index Fundcollective trust	Afl-Cio Equity Fund	Public equity	$30.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Artisan Multiple Investment Trustcollective trust	Artisan Global Value Trust	Pooled vehicles	$21.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Atrisan Mid Capcollective trust	SEI Trust Company	Pooled vehicles	$13.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Ssga US Tips Index Nl Fundcollective trust	State Street - Russell 2000	Fixed income	$22.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	GQG Partners Emerging Mkt Fundcollective trust	Reliance Trust Company	Pooled vehicles	$29.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	THL Credit Bank Loan Fundcollective trust	First Eagle Investment Management	Private credit	$11.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Separate Account Jseparate account	Ullico Investment Advisors, Inc.	Pooled vehicles	$8.9M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$683M Dec 31, 2024 reported Form 5500

$640M (2023-12) · $586M (2022-12)

Plan assets

$639M Jan 1, 2024 reported Form 5500

$585M (2023-01) · $654M (2022-01)

Net assets

$682M Dec 31, 2024 reported Form 5500

$639M (2023-12) · $585M (2022-12)

Funded ratio

95.6% Jan 1, 2024 reported Form 5500

92.7% (2023-01) · 88.5% (2022-01)

Participants

5,072 Jan 1, 2024 reported Form 5500

5,015 (2023-01) · 4,727 (2022-01)

Contributions

$41.5M Dec 31, 2024 reported Form 5500

$45.6M (2023-12) · $48.1M (2022-12)

Benefits paid

$46.8M Dec 31, 2024 reported Form 5500

$45.8M (2023-12) · $45.3M (2022-12)

Net investment income

$43.5M Dec 31, 2024 reported Form 5500

$53.9M (2023-12) · $-69.2M (2022-12)

Investment management fees

$2.5M Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $1.7M (2022-12)

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 Dec 31, 2024	5,072	n/a	n/a	n/a	$683M	$280M	n/a	n/a
2023 to Dec 31, 2023	5,015	n/a	n/a	n/a	$640M	$241M	n/a	n/a
2022 to Dec 31, 2022	4,727	n/a	n/a	n/a	$586M	$163M	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

Harbourvest Partners, LLC codes 28 51 $598,565 PY2024
Pimco Investment Management codes 28 51 $276,933 PY2024
American Core Property Fund codes 28 51 $259,488 PY2024
Boston Partners codes 28 51 $237,663 PY2024
Meketa Investment Group, Inc codes 16 50 $220,020 PY2024
Loomis Sayles codes 28 51 $157,396 PY2024
Segal Company codes 16 50 $144,302 PY2024
Gerding Edlen Investment Management codes 28 51 52 $138,185 PY2024
Mesirow Fin Priv Eq Fund Viii codes 28 52 $121,500 PY2024
Golub Capital codes 28 52 $112,438 PY2024
Frontier Capital codes 28 51 $109,975 PY2024
DF Dent codes 28 51 $94,607 PY2024
Manzi & Associates, LLC codes 10 50 $89,732 PY2024
Ss&c Globe Op codes 28 52 $84,131 PY2024
Ironsides Partnership codes 28 51 $76,659 PY2024
US Bank codes 19 28 50 99 $76,132 PY2024
William Hurley codes 30 $63,740 PY2024
Ullico J for Jobs codes 28 51 $52,286 PY2024
Mickey Long, Esq. codes 29 50 $45,381 PY2024
Heather Romeri codes 30 $44,946 PY2024
First Eagle Investments codes 28 51 $42,969 PY2024
Bridgeway Benefit Technologies codes 15 50 $42,442 PY2024
Segal Roitman, LLP codes 29 50 $33,894 PY2024
Langan & Dempsey codes 29 50 $33,332 PY2024
Vanessa Bermudez codes 30 $29,623 PY2024
NBM, Inc codes 15 50 $27,562 PY2024
Maureen Flaherty codes 30 $22,528 PY2024
Kara Lally codes 30 $20,974 PY2024
ANN O'Meara codes 30 $15,979 PY2024
ANA Correia codes 30 $11,861 PY2024
Nicole Murphy codes 30 $11,852 PY2024
Allison Barber codes 30 $11,300 PY2024
Iron Mountain Records Management codes 49 50 $10,403 PY2024
TD Securities codes 49 55 $9,501 PY2024
Berwyn Group codes 49 50 $7,500 PY2024
State Street Global Advisors codes 28 51 $5,468 PY2024
Institutional Shareholder Services codes 49 50 $5,445 PY2024
Loomis Sayles Multisector Fund Sched. D C $38.5M PY2024
AFL Cio Bldg Investment Trust Sched. D C $7.6M PY2024
Multi Employer Property Trust Sched. D C $11.3M PY2024
ASB Lab Equity Index Sched. D C $28.4M PY2024
Artisan Global Opportunities Sched. D C $30.7M PY2024
Aristotle International Sched. D C $30.7M PY2024
State Street US Treasury Infl Sched. D C $13.7M PY2024
GQG Partners Emerging Mkt Fund Sched. D C $26.1M PY2024
Ullico J for Jobs Sched. D P $9.7M PY2024
Artisan Mid Cap Sched. D C $19.1M PY2024
The Segal Company codes 11 PY2024
Harbourvest Partners, LLC codes 28 51 $542,619 PY2023
ARA Core Property Fund codes 28 51 $284,975 PY2023
Boston Partners codes 28 51 $270,275 PY2023
Meketa Investment Group, Inc codes 16 50 $203,884 PY2023
Pimco Investment Management codes 28 51 $198,273 PY2023
Frontier Capital codes 28 51 $167,751 PY2023
Segal Company codes 16 50 $145,910 PY2023
DF Dent codes 28 51 $109,424 PY2023
Loomis Sayles codes 28 51 $101,369 PY2023
Ironsides Partnership codes 28 51 $84,375 PY2023
Johnston Asset Management codes 28 51 $73,361 PY2023
US Bank codes 19 28 50 99 $71,032 PY2023
Gerding Edlen Investment Management codes 28 51 52 $70,219 PY2023
Mickey Long, Esq. codes 29 50 $69,300 PY2023
Manzi & Associates, LLC codes 10 50 $62,622 PY2023
William Hurley codes 30 $55,116 PY2023
Ullico J for Jobs codes 28 51 $49,849 PY2023
Bridgeway Benefit Technologies codes 15 50 $37,290 PY2023
Segal Roitman, LLP codes 29 50 $35,774 PY2023
Heather Romeri codes 30 $35,701 PY2023
Langan & Dempsey codes 29 50 $32,975 PY2023
Mesirow Fin Priv Eq Fund Viii codes 28 52 $30,375 PY2023
LYA Bermudez codes 30 $26,107 PY2023
Maureen Flaherty codes 30 $20,401 PY2023
Kara Lally codes 30 $17,931 PY2023
Nicole Murphy codes 30 $17,560 PY2023
Marisa Hannigan codes 30 $15,407 PY2023
Jaime Jarobe codes 30 $12,333 PY2023
ANN O'Meara codes 30 $10,396 PY2023
State Street Global Advisors codes 28 51 $7,288 PY2023
TD Cowen codes 49 55 $6,509 PY2023
Iron Mountain Records Management codes 49 50 $5,773 PY2023

What changed

24 events

Dec 31, 2024Holding started
Iron Workers District Council of New England Pension Fund first reports an interest in Aristotle Collective Investment Tru: $31M at 2024-12-31
with Aristotle Collective Investment Truaskebsa.dol.gov
Dec 31, 2024Holding endedinference
Iron Workers District Council of New England Pension Fund no longer reports Atrisan Mid Cap (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)
with Atrisan Mid Capaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Afl-Cio Housing Investment Trust no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Afl-Cio Housing Invaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Artisan Partners Ltd Partnership no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Artisan Partners Internationalaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
GQG Partners no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Reliance Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Golub Capital appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Golub Capitalaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Blue Owl GP Stakes Offshore no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Blue Owl GP Stakes Offshoreaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Ss&c Globe Op appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Ss&c Globe Opaskebsa.dol.gov
Dec 31, 2024Manager relationship started
First Eagle Investments appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with First Eagle Investmentsaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Chevy Chase Trust Company no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Chevy Chase Trustaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
SEI Trust Company no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Seiaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Johnston Asset Management no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Johnston Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
ASB Capital Management no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
Iron Workers District Council of New England Pension Fund funded ratio 92.7% -> 95.6% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Iron Workers District Council of New England Pension Fund no longer reports THL Credit Bank Loan Fund (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
with THL Credit Bank Loan Fundaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Iron Workers District Council of New England Pension Fund no longer reports Johnston Ie Group Trust (Johnston Asset Management) (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)
with Johnston Asset Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Blue Owl GP Stakes Offshore appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Blue Owl GP Stakes Offshoreaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Mesirow Fin Priv Eq Fund Viii appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Mesirow Fin Priv Eq Fund Viiiaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Dyal Offshore Investors no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Dyal Offshore Investorsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Pimco Investment Management appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Pimco Investment Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship started
US Bank appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with US Bankaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Pimco Disco Offshore Fund III no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Pimco Disco III Offshore Feedaskebsa.dol.gov
Jan 1, 2023Funded status changed
Iron Workers District Council of New England Pension Fund funded ratio 88.5% -> 92.7% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Iron Workers District Council of New England Pension Fund plan assets $654M -> $585M (-10.6%, 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 042591016-001

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.