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

Steamfitters Local #449 Pension Plan

Taft-Hartley planHarmony, PA
Assets
$479M
Total assets, Dec 31, 2024 reported
Funded
90.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
1 managers on Schedule C
Plan sponsor: Board of Trustees Steamfitters Local #449 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.5%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 3.8%
  • U.S. Government securities 2.2%
  • Partnership/joint venture interests 8.0%
  • Common/collective trusts 20.3%
  • Pooled separate accounts 2.1%
  • Registered investment companies 10.7%
  • Common stock 48.3%
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
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Employees R/e Construction Trust Icollective trustAmeriserv Trust & Financial ServicesPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees R/e Construction Trust IIcollective trustAmeriserv Trust & Financial ServicesPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustASB Capital Management, LLCReal estate$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Russell 1000 Indexcollective trustNorthern Trust Co.Pooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employees R/e Const. Co-Participaticollective trustAmeriserv Trust & Financial ServicesPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees R/e Construction Trust Icollective trustAmeriserv Trust & Financial ServicesPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees R/e Construction Trust IIcollective trustAmeriserv Trust & Financial ServicesPooled vehicles$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$35.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustASB Capital Management, LLCReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Russell 1000 Indexcollective trustNorthern Trust Co.Pooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employees R/e Const. Co-Participaticollective trustAmeriserv Trust & Financial ServicesPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees R/e Construction Trust Icollective trustAmeriserv Trust & Financial ServicesPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees R/e Construction Trust IIcollective trustAmeriserv Trust & Financial ServicesPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustASB Capital Management, LLCReal estate$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Russell 1000 Indexcollective trustNorthern Trust Co.Pooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employees R/e Const. Co-Participaticollective trustAmeriserv Trust & Financial ServicesPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$479M Dec 31, 2024 reported Form 5500
$436M (2023-12) · $387M (2022-12)
Plan assets
$435M Jan 1, 2024 reported Form 5500
$386M (2023-01) · $453M (2022-01)
Net assets
$479M Dec 31, 2024 reported Form 5500
$435M (2023-12) · $386M (2022-12)
Funded ratio
90.9% Jan 1, 2024 reported Form 5500
91.5% (2023-01) · 90.5% (2022-01)
Participants
3,209 Jan 1, 2024 reported Form 5500
3,222 (2023-01) · 3,187 (2022-01)
Contributions
$28.7M Dec 31, 2024 reported Form 5500
$28.1M (2023-12) · $26.2M (2022-12)
Benefits paid
$36.9M Dec 31, 2024 reported Form 5500
$33.9M (2023-12) · $32.1M (2022-12)
Net investment income
$43.8M Dec 31, 2024 reported Form 5500
$49.0M (2023-12) · $-66.3M (2022-12)
Investment management fees
$1.8M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $2.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,209n/an/an/a$479M$38.3Mn/an/a
2023 to Dec 31, 20233,222n/an/an/a$436M$37.1Mn/an/a
2022 to Dec 31, 20223,187n/an/an/a$387M$36.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Jan 1, 2024Assets changed
    Steamfitters Local #449 Pension Plan plan assets $386M -> $435M (+12.7%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Asb no longer appears on Steamfitters Local #449 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Asbaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    PNC Pca Scc appears on Steamfitters Local #449 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PNC Pca Sccaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Invesco no longer appears on Steamfitters Local #449 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invescoaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Steamfitters Local #449 Pension Plan total assets $387M -> $436M (+12.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Steamfitters Local #449 Pension Plan plan assets $453M -> $386M (-14.7%, 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 256032401-001
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.