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
Pension Plan of Local 47 Bricklayers and Allied Craftman
Taft-Hartley planSalem, VA
Assets
$15.5M
Total assets, Apr 30, 2025 reported
Funded
30.4%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: International Union of Bricklayers Local 47 Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 1.2%
- Registered investment companies 27.5%
- Common stock 11.8%
Consultants and advisers
4 firms
- Foster & Foster Actuarythrough Apr 30, 2025 Form 5500
- Foster & Foster, Inc Actuarythrough Apr 30, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Apr 30, 2023 Form 5500
- Foster & Foster Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$43,263 (2024-04) · $43,542 (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 | 308 | n/a | n/a | n/a | $15.5M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 296 | n/a | n/a | n/a | $6.1M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 301 | n/a | n/a | n/a | $5.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Foster & Foster codes 11 17 $88,975 PY2024
- Morgan Stanley codes 19 27 33 71 72 $40,551 PY2024
- Lawrence C. Musgrove Associates Inc codes 13 $36,000 PY2024
- O'Donoghue & O'Donoghue codes 29 $18,759 PY2024
- Anderson & Reed,llp codes 10 $9,800 PY2024
- Baratz & Associates codes 10 $8,450 PY2024
- Foster & Foster codes 11 PY2024
- Morgan Stanley codes 19 27 33 71 72 $43,263 PY2023
- Foster & Foster codes 11 17 $39,462 PY2023
- Lawrence C. Musgrove Associates Inc codes 13 $36,000 PY2023
- O'Donoghue & O'Donoghue codes 29 $34,147 PY2023
- Anderson & Reed,llp codes 10 $9,500 PY2023
- Foster & Foster codes 11 PY2023
- Morgan Stanley codes 19 27 33 71 72 $43,542 PY2022
- Foster & Foster codes 11 17 $39,200 PY2022
- Lawrence C. Musgrove Associates Inc codes 13 $27,200 PY2022
- O'Donoghue & O'Donoghue codes 29 $13,525 PY2022
- Anderson & Reed,llp codes 10 $9,500 PY2022
- Foster & Foster codes 11 PY2022
What changed
1 events
- Apr 30, 2025Assets changedPension Plan of Local 47 Bricklayers and Allied Craftman total assets $6M -> $16M (+152.6%, 2024-04-30 to 2025-04-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231996365-001
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.