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 580 Shop Pension Fund
Taft-Hartley planNEW York, NY
Assets
$5.1M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees Iron Workers Local 580 Shop Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.6%
- Non-interest-bearing cash 4.1%
- Corporate debt instruments (other) 9.4%
- Corporate debt instruments (preferred) 2.1%
- U.S. Government securities 21.5%
- Other investments 0.6%
- Common/collective trusts 43.9%
Consultants and advisers
1 firms
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barney, LLCplan years 2023
Commitments
3 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 Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Afl-Cio Sl Mid Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
21 readings
Investment management fees
$18,001 (2024-06) · $17,302 (2023-06)
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 Jun 30, 2025 | 586 | n/a | n/a | n/a | $5.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 620 | n/a | n/a | n/a | $6.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 659 | n/a | n/a | n/a | $7.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Co. (eastern States) Inc. codes 11 50 $47,033 PY2024
- LAW Office of Steven N. Davi, PLLC codes 29 50 $34,957 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $27,000 PY2024
- Colleran, O'Hara & Mills, LLP codes 29 50 $18,000 PY2024
- Morgan Stanley Graystone codes 29 51 $17,925 PY2024
- Bridgeway Benefit Technologies, LLC codes 15 50 $5,604 PY2024
- Segal Select Insurance Services codes 23 53 PY2024
- Bnym Mellon Afl-Cio Sl Stock Index Sched. D C $2.2M PY2024
- The Segal Co. (eastern States) Inc. codes 11 50 $45,000 PY2023
- Law Office of Steven N. Davi, PLLC codes 29 50 $34,957 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $27,000 PY2023
- Colleran, O'Hara & Mills, LLP codes 29 50 $24,266 PY2023
- Morgan Stanley Graystone codes 29 51 $17,738 PY2023
- Bridgeway Benefit Technologies, LLC codes 15 50 $5,430 PY2023
- Segal Select Insurance Services codes 23 53 PY2023
- Bnym Mellon Afl-Cio Sl Stock Index Sched. D C $2.9M PY2023
- The Segal Co. (eastern States) Inc. codes 11 50 $45,000 PY2022
- Colleran, O'Hara & Mills, LLP codes 29 50 $39,105 PY2022
- Law Office of Steven N. Davi, PLLC codes 29 50 $27,098 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $27,000 PY2022
- Morgan Stanley Graystone codes 29 51 $17,069 PY2022
- Bridgeway Benefit Technologies, LLC codes 15 50 $6,850 PY2022
- Segal Select Insurance Services codes 23 53 PY2022
- Bnym Mellon Afl-Cio Sl Stock Index Sched. D C $3.6M PY2022
What changed
4 events
- Jun 30, 2025Holding endedinferenceIron Workers Local 580 Shop Pension Fund no longer reports Afl-Cio Sl Mid Cap Stock Index Fund (BNY Mellon) (last held $3M at 2024-06-30; absent from the 2025-06-30 filing)with BNY Mellonaskebsa.dol.gov
- Jun 30, 2025Holding startedIron Workers Local 580 Shop Pension Fund first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $2M at 2025-06-30with BNY Mellonaskebsa.dol.gov
- Jun 30, 2025Assets changedIron Workers Local 580 Shop Pension Fund total assets $6M -> $5M (-19.1%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Assets changedIron Workers Local 580 Shop Pension Fund total assets $7M -> $6M (-12.7%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136613876-001
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.