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

Ibew Local 684 Pension Trust

Taft-Hartley planPleasanton, CA
Assets
$80.2M
Total assets, Mar 31, 2025 reported
Funded
90.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
17
1 managers on Schedule C
Plan sponsor: Board of Trustees, Ibew Local 684 Pension Trust
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 0.6%
  • Other investments 0.2%
  • Partnership/joint venture interests 7.1%
  • 103-12 investment entities 17.7%
  • Common/collective trusts 20.0%
  • Registered investment companies 51.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Acadian Global Equity Fund103 12 ieAcadian Asset ManagementPublic equity$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Pacific Asset Management Bank Loan103 12 ieSUP Pacific Fd Bk LnPrivate credit$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Panagora GP Tr Risk Parity Ma High103 12 iePanagora Investment ManagerHedge / diversifiers$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Panagora GP Tr Risk Parity Ma High103 12 iePanagora Investment ManagerHedge / diversifiers$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Voya Senior Loan Trust Fundcollective trustVoya Investment Trust Co.Private credit$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023PRU Emerg Mkts Blend Debt Fundcollective trustPrudential Trust Co.Private credit$3.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$80.2M Mar 31, 2025 reported Form 5500
$76.2M (2024-03) · $69.2M (2023-03)
Plan assets
$75.9M Apr 1, 2024 reported Form 5500
$69.1M (2023-04) · $71.3M (2022-04)
Net assets
$80.1M Mar 31, 2025 reported Form 5500
$75.9M (2024-03) · $69.1M (2023-03)
Funded ratio
90.1% Apr 1, 2024 reported Form 5500
91.7% (2023-04) · 90.2% (2022-04)
Participants
711 Apr 1, 2024 reported Form 5500
710 (2023-04) · 710 (2022-04)
Contributions
$5.1M Mar 31, 2025 reported Form 5500
$5.4M (2024-03) · $5.1M (2023-03)
Benefits paid
$4.2M Mar 31, 2025 reported Form 5500
$3.8M (2024-03) · $3.7M (2023-03)
Net investment income
$4.1M Mar 31, 2025 reported Form 5500
$6.9M (2024-03) · $-2.4M (2023-03)
Investment management fees
$336,363 Mar 31, 2025 reported Form 5500
$338,528 (2024-03) · $339,053 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025711n/an/an/a$80.2M$5.7Mn/an/a
2023 to Mar 31, 2024710n/an/an/a$76.2M$5.7Mn/an/a
2022 to Mar 31, 2023710n/an/an/a$69.2M$4.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Mar 31, 2025Holding started
    Ibew Local 684 Pension Trust first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $6M at 2025-03-31
    with Acadian Asset Managementaskebsa.dol.gov
  • Mar 31, 2025Holding endedinference
    Ibew Local 684 Pension Trust no longer reports Panagora GP Tr Risk Parity Ma High (Panagora Investment Manager) (last held $3M at 2024-03-31; absent from the 2025-03-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Mar 31, 2025Holding started
    Ibew Local 684 Pension Trust first reports an interest in Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln): $4M at 2025-03-31
    with SUP Pacific Fd Bk Lnaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Voya Investment Trust Company no longer appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Voya Investment Trust Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Aristotle Pacific Capital, LLC appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aristotle Pacific Capital, LLCaskebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    Ibew Local 684 Pension Trust no longer reports Voya Senior Loan Trust Fund (Voya Investment Trust Co.) (last held $3M at 2023-03-31; absent from the 2024-03-31 filing)
    with Voya Investment Trust Co.askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Ibew Local 684 Pension Trust total assets $69M -> $76M (+10.2%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946442909-001
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.