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

I.B.E.W. Local 490 Pension Fund

Taft-Hartley planConcord, NH
Assets
$70.0M
Total assets, May 31, 2025 reported
Funded
108.7%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
7
1 managers on Schedule C
Plan sponsor: Joint Board of Trustees of I.B.E.W. 490 Pension
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Non-interest-bearing cash 0.7%
  • Other investments 4.6%
  • Partnership/joint venture interests 21.3%
  • Common/collective trusts 37.6%
  • Registered investment companies 33.3%
Consultants and advisers
6 firms
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
From Schedule C (investment management, code 28)
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$17.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Brandywine Global Investment Managecollective trustBrandywine Global Investment Mgmt.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Martin Currie Em Mkts Citcollective trustGreat Gray Trust Company LLCPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$16.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Brandywine Global Multi-Sector Fundcollective trustBrandywine GlobalPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Martin Currie Em Mkts Citcollective trustMartin CurriePooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Ibew-Neca Equity Index Fundcollective trustI.B.E.W. Neca Equity Index FundPublic equity$20.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$70.0M May 31, 2025 reported Form 5500
$65.7M (2024-05) · $57.8M (2023-05)
Plan assets
$65.6M Jun 1, 2024 reported Form 5500
$57.7M (2023-06) · $60.0M (2022-06)
Net assets
$69.9M May 31, 2025 reported Form 5500
$65.6M (2024-05) · $57.7M (2023-05)
Funded ratio
108.7% Jun 1, 2024 reported Form 5500
106.1% (2023-06) · 103.7% (2022-06)
Participants
633 Jun 1, 2024 reported Form 5500
622 (2023-06) · 621 (2022-06)
Contributions
$2.7M May 31, 2025 reported Form 5500
$2.7M (2024-05) · $2.6M (2023-05)
Benefits paid
$3.5M May 31, 2025 reported Form 5500
$3.4M (2024-05) · $3.5M (2023-05)
Net investment income
$4.3M May 31, 2025 reported Form 5500
$8.0M (2024-05) · $-2.4M (2023-05)
Investment management fees
$166,200 May 31, 2025 reported Form 5500
$107,998 (2024-05) · $98,120 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025633n/an/an/a$70.0M$14.9Mn/an/a
2023 to May 31, 2024622n/an/an/a$65.7M$12.7Mn/an/a
2022 to May 31, 2023621n/an/an/a$57.8M$5.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
18 events
  • May 31, 2025Holding started
    I.B.E.W. Local 490 Pension Fund first reports an interest in Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.): $4M at 2025-05-31
    with Brandywine Global Investment Mgmt.askebsa.dol.gov
  • May 31, 2025Holding endedinference
    I.B.E.W. Local 490 Pension Fund no longer reports Brandywine Global Multi-Sector Fund (last held $4M at 2024-05-31; absent from the 2025-05-31 filing)
    with Brandywine Global Multi-Sector Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    DSF Advisors, LLC appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with The Dsf Groupaskebsa.dol.gov
  • Jun 1, 2024Funded status changed
    I.B.E.W. Local 490 Pension Fund funded ratio 106.1% -> 108.7% (2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • Jun 1, 2024Assets changed
    I.B.E.W. Local 490 Pension Fund plan assets $58M -> $66M (+13.8%, 2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • May 31, 2024Holding started
    I.B.E.W. Local 490 Pension Fund first reports an interest in Martin Currie Em Mkts Cit: $5M at 2024-05-31
    with Martin Currie Em Mkts Citaskebsa.dol.gov
  • May 31, 2024Holding started
    I.B.E.W. Local 490 Pension Fund first reports an interest in Brandywine Global Multi-Sector Fund: $4M at 2024-05-31
    with Brandywine Global Multi-Sector Fundaskebsa.dol.gov
  • May 31, 2024Assets changed
    I.B.E.W. Local 490 Pension Fund total assets $58M -> $66M (+13.6%, 2023-05-31 to 2024-05-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Intercontinental Real Estate Invest appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with US Real Estate Investment Fund LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Brandywine Global Investment Manage appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brandywine Globalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Atalanta Sosnoff no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Atalanta Sosnoff Capitalaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Pension Fund Evaluations, Inc. no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Pension Fund Evaluationsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    National Real Estate Advisors, LLC appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Real Estate Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    U.S. Real Estate Investment Fd, LLC no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intercontinental Real Estate Corp.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    DSF Advisors, LLC no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with The Dsf Groupaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    IFM Investors Advisor LLC appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with IFM Investors Advisor LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Indure Build-To-Core Fund, LLC no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Indure Build-To-Core Fund, LLCaskebsa.dol.gov
  • Jun 1, 2023Funded status changed
    I.B.E.W. Local 490 Pension Fund funded ratio 103.7% -> 106.1% (2022-06-01 to 2023-06-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 026026500-001
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.