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 43 Pension Fund

Taft-Hartley planGoodlettsville, TN
Assets
$153M
Total assets, Jun 30, 2025 reported
Funded
110.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
18
1 managers on Schedule C
Plan sponsor: Plumbers & Steamfitters Local 43 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 11.7%
  • Corporate debt instruments (preferred) 3.0%
  • U.S. Government securities 9.7%
  • Other investments 0.2%
  • Partnership/joint venture interests 6.0%
  • Common/collective trusts 29.1%
  • Pooled separate accounts 1.1%
  • Registered investment companies 22.6%
  • Common stock 13.3%
Consultants and advisers
8 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
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$1,400 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025L&g Msci Acwi Ex US Cit Fundcollective trustReliance Trust CompanyPooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025L&g S&p 500 Cit Fundcollective trustReliance Trust CompanyPooled vehicles$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$3,764 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024L&g Msci Acwi Ex US Cit Fundcollective trustReliance Trust CompanyPooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024L&g S&p 500 Cit Fundcollective trustReliance Trust CompanyPooled vehicles$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$3,390 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Union Mortgage Accountseparate accountPrudential Insurance Company of AmeFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023L&g Msci Acwi Ex US Cit Fundcollective trustReliance Trust CompanyPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023L&g S&p 500 Cit Fundcollective trustReliance Trust CompanyPooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$153M Jun 30, 2025 reported Form 5500
$143M (2024-06) · $136M (2023-06)
Plan assets
$141M Jul 1, 2024 reported Form 5500
$134M (2023-07) · $130M (2022-07)
Net assets
$150M Jun 30, 2025 reported Form 5500
$141M (2024-06) · $134M (2023-06)
Funded ratio
110.2% Jul 1, 2024 reported Form 5500
107.4% (2023-07) · 107.8% (2022-07)
Participants
1,866 Jul 1, 2024 reported Form 5500
1,800 (2023-07) · 1,789 (2022-07)
Contributions
$6.6M Jun 30, 2025 reported Form 5500
$6.4M (2024-06) · $6.1M (2023-06)
Benefits paid
$12.5M Jun 30, 2025 reported Form 5500
$11.0M (2024-06) · $11.3M (2023-06)
Net investment income
$9.1M Jun 30, 2025 reported Form 5500
$7.3M (2024-06) · $4.1M (2023-06)
Investment management fees
$427,740 Jun 30, 2025 reported Form 5500
$397,155 (2024-06) · $393,110 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,866n/an/an/a$153M$9.1Mn/an/a
2023 to Jun 30, 20241,800n/an/an/a$143M$8.3Mn/an/a
2022 to Jun 30, 20231,789n/an/an/a$136M$7.5Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2024Manager relationship started
    Prudential Life Insurance Company appears on Plumbers & Steamfitters Local 43 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pgim Incaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Plumbers & Steamfitters Local 43 Pension Fund funded ratio 107.4% -> 110.2% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 626101288-001
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.