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 Local 17 Pension Fund
Taft-Hartley planTroy, MI
Assets
$163M
Total assets, Apr 30, 2025 reported
Funded
54.0%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
10
1 managers on Schedule C
Plan sponsor: Iron Workers Local 17 Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.3%
- U.S. Government securities 5.3%
- Partnership/joint venture interests 3.0%
- Common/collective trusts 47.9%
- Registered investment companies 35.6%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2023 Form 5500
- Seal Actuarythrough Apr 30, 2024 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Apr 30, 2025
- ABS Allegiance Real Estate3 rows, latest Apr 30, 2025
- Loomis Sayles3 rows, latest Apr 30, 2025
- Afl-Cio Housing Inv1 rows, latest Apr 30, 2025
From Schedule C (investment management, code 28)
- KEY Trustplan years 2025
- ASB Capital Management LLCplan years 2024
- Loomis Saylesplan years 2023
- Mellon Capital Managementplan years 2023
- Duff & Phelps Investment Mgmt Co.plan years 2023
- ASB Capitalplan years 2023
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $54.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $45.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $36.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$258,349 (2024-04) · $253,382 (2023-04)
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 Apr 30, 2025 | 1,906 | n/a | n/a | n/a | $163M | $4.9M | n/a | n/a |
| 2023 to Apr 30, 2024 | 1,931 | n/a | n/a | n/a | $158M | $5.1M | n/a | n/a |
| 2022 to Apr 30, 2023 | 1,903 | n/a | n/a | n/a | $154M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Solxsys Administrative Solutions codes 13 50 $136,800 PY2024
- The Segal Company codes 11 50 $133,121 PY2024
- Segal Marco Advisors codes 27 50 $75,000 PY2024
- ASB Capital Management codes 28 50 $55,862 PY2024
- Withum codes 10 50 $53,382 PY2024
- Loomis Sayles codes 28 50 $46,338 PY2024
- Tucker Arensberg codes 29 50 $34,687 PY2024
- Boyd Watterson Asset Management codes 28 50 $29,345 PY2024
- Mellon Capital Management Corp codes 28 50 $28,705 PY2024
- Bonadio & Co., LLP codes 10 50 $23,700 PY2024
- Iron Workers Local 17 Benefits Fund codes 13 50 $20,015 PY2024
- American Graphics codes 49 50 $17,040 PY2024
- KEY Trust codes 28 50 $10,685 PY2024
- Asl-Cio Housing Investment Trust Sched. D C $4.1M PY2024
- EB Dv Broad Market Stock Index Fund Sched. D C $5.6M PY2024
- The Abs Real Estate Fund Sched. D C $14.0M PY2024
- LS Core Plus Full Distrction Trust Sched. D C $54.4M PY2024
- Segal codes 11 PY2024
- Solxsys Administrative Solutions codes 13 50 $136,800 PY2023
- The Segal Company codes 11 50 $105,046 PY2023
- Segal Marco Advisors codes 27 50 $103,871 PY2023
- ASB Capital Management codes 28 50 $67,681 PY2023
- Iron Workers Local 17 Benefits Fund codes 13 50 $40,426 PY2023
- Loomis Sayles codes 28 50 $32,064 PY2023
- Mellon Capital Management Corp codes 28 50 $21,059 PY2023
- Pofok Crampton LLC codes 29 50 $20,385 PY2023
- Boyd Watterson Asset Management codes 28 50 $18,961 PY2023
- J Schaefer & Company LLC codes 10 50 $16,500 PY2023
- Tucker Arensberg codes 29 50 $14,860 PY2023
- EB Dv Broad Market Stock Index Fund Sched. D C $45.2M PY2023
- The Abs Real Estate Fund Sched. D C $6.1M PY2023
- LS Core Plus Full Discretion Trust Sched. D C $7.3M PY2023
- Seal codes 11 PY2023
- The Segal Company codes 11 $186,991 PY2022
- Iron Workers Local 17 Benefits Fund codes 13 $162,214 PY2022
- Solxsys Administrative Solutions codes 13 $79,800 PY2022
- Boyd Watterson Asset Management codes 28 $77,461 PY2022
- ASB Capital Management codes 28 $76,557 PY2022
- Segal Marco Advisors codes 27 $47,917 PY2022
- Loomis Sayles codes 28 $37,609 PY2022
- Pofok Crampton LLC codes 29 $36,832 PY2022
- J Schaefer & Company LLC codes 10 $16,500 PY2022
- Mellon Capital Management Corp codes 28 $6,342 PY2022
- ARC Document Solutions codes 36 $5,850 PY2022
- EB Dv Broad Market Stock Index Fund Sched. D C $36.9M PY2022
- The Asb Real Estate Fund Sched. D C $7.9M PY2022
- LS Core Plus Full Discretion Trust Sched. D C $7.1M PY2022
- Segal codes 11 PY2022
What changed
6 events
- Apr 30, 2025Holding startedIron Workers Local 17 Pension Fund first reports an interest in Afl-Cio Housing Investment Trust (Afl-Cio Housing Inv): $4M at 2025-04-30with Afl-Cio Housing Invaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedKEY Trust appears on Iron Workers Local 17 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Trustaskebsa.dol.gov
- May 1, 2024Funded status changedIron Workers Local 17 Pension Fund funded ratio 43.4% -> 54.0% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedIron Workers Local 17 Pension Fund plan assets $97M -> $118M (+21.0%, 2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedIron Workers Local 17 Pension Fund funded ratio 49.5% -> 43.4% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedIron Workers Local 17 Pension Fund plan assets $88M -> $97M (+11.0%, 2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510161467-001
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.