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
West Virginia Laborers Pension Trust Fund
Taft-Hartley planCharleston, WV
Assets
$570M
Total assets, Mar 31, 2025 reported
Funded
122.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
5 managers on Schedule C
Plan sponsor: West Virginia Laborers Pension Trust Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 8.2%
- Other investments 9.7%
- Common/collective trusts 3.9%
- Registered investment companies 54.9%
- Common stock 7.3%
- Preferred stock 0.0%
- Real estate (other than employer real property) 9.5%
Consultants and advisers
6 firms
- Acrisure Actuarythrough Mar 31, 2025 Form 5500
- Horton Group Actuarythrough Mar 31, 2024 Form 5500
- Segal Consulting Actuarythrough Mar 31, 2024 Form 5500
- Segal Actuarythrough Mar 31, 2023 Form 5500
- United Bank Custodianthrough Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Mar 31, 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
- Invesco National3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Boyd Wattersonplan years 2025
- Adams Streetplan years 2025
- Ullico Investment Advisors, Inc.plan years 2025
- J.P. Morgan Peg Global Fundsplan years 2025
- Segal, Bryant & Hammillplan years 2025
- Segall Bryant & Hamill LLCplan years 2024
- Invesco Nationalplan years 2023
- Intercontinental Real Estate Corp.plan years 2023
- American Realty Advisorsplan years 2023
- Seizert Capital Partnersplan years 2023
- CS Mckee & Co.plan years 2023
- Sierra Investment Partners Inc.plan years 2023
- Marquette Asset Managementplan years 2023
- Chartwell Investmentsplan years 2023
- Steel Oaks Investmentplan 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 Mar 31, 2025 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $20.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $20.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Mar 31, 2025 | 7,369 | n/a | n/a | n/a | $570M | n/a | n/a | $54.2M |
| 2023 to Mar 31, 2024 | 6,719 | n/a | n/a | n/a | $556M | n/a | n/a | $22.9M |
| 2022 to Mar 31, 2023 | 7,072 | n/a | n/a | n/a | $502M | n/a | n/a | $13.2M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Seizert Capital Partners codes 51 $293,664 PY2024
- American Realty Advisors codes 51 $282,646 PY2024
- Marsh & Mclennan Companies, Inc. codes 23 $246,324 PY2024
- Intercontinental Real Estate Corp codes 51 $208,759 PY2024
- United Bank codes 19 $143,772 PY2024
- Segal, Bryant & Hammill codes 28 $121,514 PY2024
- Adams Street codes 51 $120,223 PY2024
- CS Mckee & Co. codes 51 $106,785 PY2024
- Chartwell Investments codes 51 $99,725 PY2024
- Sierra Investment Partners codes 51 $84,115 PY2024
- Steel Oaks Investment codes 51 $79,336 PY2024
- Standard Valuations codes 34 $66,250 PY2024
- J.P. Morgan Peg Global Funds codes 51 $56,255 PY2024
- Horton Group codes 11 $56,250 PY2024
- Invesco National codes 51 $42,542 PY2024
- Meyer, Unkovich, Scott, LLP codes 29 $37,793 PY2024
- Gray Griffith and Mays Ac codes 10 $30,750 PY2024
- Williams Law Office codes 29 $24,000 PY2024
- Boyd Watterson codes 51 $23,921 PY2024
- Ullico Investment Advisors codes 51 $11,420 PY2024
- Diversified Return Intermediate Gov Sched. D C $22.2M PY2024
- Acrisure codes 11 PY2024
- Seizert Capital Partners codes 51 $262,338 PY2023
- American Realty Advisors codes 51 $229,962 PY2023
- Intercontinental Real Estate Corp codes 51 $210,195 PY2023
- United Bank codes 19 $157,100 PY2023
- Sierra Investment Partners codes 51 $103,592 PY2023
- CS Mckee & Co. codes 51 $102,425 PY2023
- Marsh & Mclennan Companies, Inc. codes 23 $96,334 PY2023
- Segall, Bryant & Hamill codes 28 $93,375 PY2023
- Chartwell Investments codes 51 $91,729 PY2023
- Invesco National codes 51 $60,156 PY2023
- Steel Oaks Investment codes 51 $55,530 PY2023
- Standard Valuations codes 34 $46,250 PY2023
- Segal Company codes 11 $44,491 PY2023
- Meyer, Unkovich, Scott, LLP codes 29 $42,199 PY2023
- Williams Law Office codes 29 $24,000 PY2023
- Horton Group codes 11 $21,250 PY2023
- Diversified Return Intermediate Gov Sched. D C $20.9M PY2023
- Segal Consulting codes 11 PY2023
- American Realty Advisors codes 51 $364,184 PY2022
- Seizert Capital Partners codes 51 $240,169 PY2022
- United Bank codes 19 $211,920 PY2022
- Intercontinental Real Estate Corp codes 51 $209,764 PY2022
- CS Mckee & Co. codes 51 $127,037 PY2022
- Marsh & Mclennan Compancies, Inc. codes 23 $123,783 PY2022
- Sierra Investment Partners codes 51 $100,648 PY2022
- Segal Company codes 11 $95,710 PY2022
- Marquette Asset Management codes 51 $93,384 PY2022
- Chartwell Investments codes 51 $85,686 PY2022
- Standard Valuations codes 34 $56,250 PY2022
- Steel Oaks Investment codes 51 $50,419 PY2022
- Meyer, Unkovich, Scott, LLP codes 29 $39,936 PY2022
- Williams Law Office codes 29 $24,000 PY2022
- Invesco National codes 51 $20,362 PY2022
- Diversified Return Intermediate Gov Sched. D C $20.2M PY2022
- Segal codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedSegal, Bryant & Hammill appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segal, Bryant & Hammillaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSegall, Bryant & Hamill no longer appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Apr 1, 2024Funded status changedWest Virginia Laborers Pension Trust Fund funded ratio 118.1% -> 122.4% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedWest Virginia Laborers Pension Trust Fund plan assets $499M -> $551M (+10.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedWest Virginia Laborers Pension Trust Fund total assets $502M -> $556M (+10.7%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Manager relationship startedSegall, Bryant & Hamill appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Apr 1, 2023Funded status changedWest Virginia Laborers Pension Trust Fund funded ratio 114.4% -> 118.1% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556026775-001
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.