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

Plumbers & Steamfitters Local 83 Pension Fund

Taft-Hartley planHarmony, PA
Assets
$55.1M
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Plumbers & Steamfitter Local 83
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 7.0%
  • U.S. Government securities 0.7%
  • Other investments 0.6%
  • Registered investment companies 58.4%
  • Common stock 20.3%
  • Preferred stock 0.1%
  • Real estate (other than employer real property) 10.3%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$2.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$55.1M Dec 31, 2024 reported Form 5500
$49.6M (2023-12) · $45.7M (2022-12)
Plan assets
$49.5M Jan 1, 2024 reported Form 5500
$45.6M (2023-01) · $54.3M (2022-01)
Net assets
$55.0M Dec 31, 2024 reported Form 5500
$49.5M (2023-12) · $45.6M (2022-12)
Funded ratio
96.3% Jan 1, 2024 reported Form 5500
94.7% (2023-01) · 89.4% (2022-01)
Participants
526 Jan 1, 2024 reported Form 5500
522 (2023-01) · 535 (2022-01)
Contributions
$3.0M Dec 31, 2024 reported Form 5500
$3.1M (2023-12) · $3.1M (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.5M (2022-12)
Net investment income
$5.5M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $-8.7M (2022-12)
Investment management fees
$221,265 Dec 31, 2024 reported Form 5500
$203,870 (2023-12) · $226,992 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024526n/an/an/a$55.1Mn/an/a$5.7M
2023 to Dec 31, 2023522n/an/an/a$49.6Mn/an/a$6.2M
2022 to Dec 31, 2022535n/an/an/a$45.7Mn/an/a$8.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    Great Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Plumbers & Steamfitters Local 83 Pension Fund total assets $50M -> $55M (+10.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Great Lakes Advisors, LLC appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Afl-Cio Building Investment Trust no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Gray Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Plumbers & Steamfitters Local 83 Pension Fund funded ratio 89.4% -> 94.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Plumbers & Steamfitters Local 83 Pension Fund plan assets $54M -> $46M (-16.1%, 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 550463652-001
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.