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

Chicago Foundry Workers Pension Plan

Taft-Hartley planCincinnati, OH
Assets
$217,960
Total assets, Apr 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees-Chicago Foundry Workers Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 89.1%
Consultants and advisers
3 firms
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
18 readings
Total assets
$217,960 Apr 30, 2025 reported Form 5500
$212,612 (2024-04) · $527,688 (2023-04)
Net assets
$212,789 Apr 30, 2025 reported Form 5500
$210,089 (2024-04) · $525,511 (2023-04)
Participants
265 May 1, 2024 reported Form 5500
282 (2023-05) · 302 (2022-05)
Contributions
$12,000 Apr 30, 2025 reported Form 5500
$12,000 (2024-04) · $457,847 (2023-04)
Benefits paid
$356,970 Apr 30, 2025 reported Form 5500
$391,134 (2024-04) · $415,856 (2023-04)
Net investment income
$2,700 Apr 30, 2025 reported Form 5500
$-315,422 (2024-04) · $310,299 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025265n/an/an/a$217,960n/an/an/a
2023 to Apr 30, 2024282n/an/an/a$212,612n/an/an/a
2022 to Apr 30, 2023302n/an/an/a$527,688n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • American Benefit Corporation codes 13 $30,000 PY2024
  • Fifth Third Bank codes 18 $13,316 PY2024
  • Segal Consulting codes 11 $13,091 PY2024
  • Frank N Hestand Cps Psc codes 10 $6,000 PY2024
  • American Benefit Corporation codes 13 $30,000 PY2023
  • Segal Consulting codes 11 $13,106 PY2023
  • Fifth Third Bank codes 18 $11,960 PY2023
  • Vedder Price codes 29 $7,285 PY2023
  • Frank N Hestand Cps Psc codes 10 $6,000 PY2023
  • Donald B Franklin Inc codes 17 $5,000 PY2023
  • Vedder Price codes 29 $40,337 PY2022
  • American Benefit Corporation codes 13 $30,000 PY2022
  • Segal Consulting codes 11 $14,031 PY2022
  • Fifth Third Bank codes 18 $12,178 PY2022
  • Frank N Hestand Cps Psc codes 10 $6,000 PY2022
  • Donald B Franklin codes 17 $5,000 PY2022
What changed
2 events
  • Dec 31, 2024Consultant changedinference
    Donald B Franklin Inc no longer appears on Chicago Foundry Workers Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Donald B Franklin Incaskebsa.dol.gov
  • Apr 30, 2024Assets changed
    Chicago Foundry Workers Pension Plan total assets $527,688 -> $212,612 (-59.7%, 2023-04-30 to 2024-04-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366115256-001
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.