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

Teamsters Union No. 142 Pension Fund

Taft-Hartley planGary, IN
Assets
$639M
Total assets, Jun 30, 2025 reported
Funded
105.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: Trustees of Teamsters Union No. 142 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 12.9%
  • U.S. Government securities 16.7%
  • Other investments 0.1%
  • Partnership/joint venture interests 1.8%
  • Pooled separate accounts 7.3%
  • Registered investment companies 37.5%
  • Common stock 14.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$46.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$54.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$639M Jun 30, 2025 reported Form 5500
$603M (2024-06) · $582M (2023-06)
Plan assets
$599M Jul 1, 2024 reported Form 5500
$580M (2023-07) · $573M (2022-07)
Net assets
$637M Jun 30, 2025 reported Form 5500
$596M (2024-06) · $582M (2023-06)
Funded ratio
105.1% Jul 1, 2024 reported Form 5500
103.2% (2023-07) · 102.3% (2022-07)
Participants
6,654 Jul 1, 2024 reported Form 5500
6,588 (2023-07) · 6,492 (2022-07)
Contributions
$24.4M Jun 30, 2025 reported Form 5500
$24.5M (2024-06) · $23.2M (2023-06)
Benefits paid
$39.4M Jun 30, 2025 reported Form 5500
$38.9M (2024-06) · $37.7M (2023-06)
Net investment income
$40.9M Jun 30, 2025 reported Form 5500
$14.5M (2024-06) · $7.0M (2023-06)
Investment management fees
$1.6M Jun 30, 2025 reported Form 5500
$1.6M (2024-06) · $1.6M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20256,654n/an/an/a$639M$11.3Mn/an/a
2023 to Jun 30, 20246,588n/an/an/a$603M$10.9Mn/an/a
2022 to Jun 30, 20236,492n/an/an/a$582M$10.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Dec 31, 2024Manager relationship started
    PNC Capital Advisors appears on Teamsters Union No. 142 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with PNC Capital Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516051034-001
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.