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

Boilermaker-Blacksmith National Pension Trust

Taft-Hartley planKansas City, MO
Assets
$7.5B
Total assets, Dec 31, 2024 reported
Funded
77.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
none on the tape
Plan sponsor: Board of Trustees Boilermaker-Blacksmith National
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.1%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 3.0%
  • Other investments 3.7%
  • Other loans 0.2%
  • Partnership/joint venture interests 20.8%
  • 103-12 investment entities 5.8%
  • Common/collective trusts 43.2%
  • Pooled separate accounts 7.7%
  • Registered investment companies 1.3%
  • Common stock 2.8%
  • Real estate (other than employer real property) 3.2%
Consultants and advisers
15 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Lazard International Strategic Equi103 12 ieLazard Asset ManagementPooled vehicles$431M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Pension Trust Fund (U.S.collective trustJpmorgan Chase Bank NaPooled vehicles$414M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$137M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$370M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$162M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$42.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$151M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$2.1B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$298M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$101M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lazard International Strategic Equi103 12 ieLazard Asset ManagementPooled vehicles$545M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Pension Trust Fund (U.S.collective trustJpmorgan Chase Bank NaPooled vehicles$398M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$158M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$360M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$172M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$40.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$134M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$1.9B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$294M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$95.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lazard International Strategic Equi103 12 ieLazard Asset ManagementPooled vehicles$465M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commingled Pension Trust Fund (U.S.collective trustJpmorgan Chase Bank NaPooled vehicles$338M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$161M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$221M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Privest Accountseparate accountPrudential Insurance Company of AmePooled vehicles$337M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$227M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$39.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Alpha Tilts Fundcollective trustBlackrockPooled vehicles$181M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$1.7B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$276M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kayne Anderson Rudnick Coll. Inv Trcollective trustSEI Trust CompanyPooled vehicles$36.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$7.5B Dec 31, 2024 reported Form 5500
$7.8B (2023-12) · $7.5B (2022-12)
Plan assets
$7.4B Jan 1, 2024 reported Form 5500
$7.0B (2023-01) · $8.5B (2022-01)
Net assets
$7.4B Dec 31, 2024 reported Form 5500
$7.4B (2023-12) · $7.1B (2022-12)
Funded ratio
77.5% Jan 1, 2024 reported Form 5500
79.8% (2023-01) · 80.7% (2022-01)
Participants
81,909 Jan 1, 2024 reported Form 5500
83,190 (2023-01) · 84,209 (2022-01)
Contributions
$406M Dec 31, 2024 reported Form 5500
$377M (2023-12) · $413M (2022-12)
Benefits paid
$836M Dec 31, 2024 reported Form 5500
$840M (2023-12) · $849M (2022-12)
Net investment income
$-15.4M Dec 31, 2024 reported Form 5500
$331M (2023-12) · $-1.4B (2022-12)
Investment management fees
$34.2M Dec 31, 2024 reported Form 5500
$31.4M (2023-12) · $32.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202481,909n/an/an/a$7.5B$1.6Bn/a$241M
2023 to Dec 31, 202383,190n/an/an/a$7.8B$1.9Bn/a$275M
2022 to Dec 31, 202284,209n/an/an/a$7.5B$1.1Bn/a$262M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Consultant changedinference
    Cedarhurst Associates LLC no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)
    with Cedarhurst Associates LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Lori Jasperson no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)
    with Lori Jaspersonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Abrdn Inc no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aberdeen Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Boilermaker-Blacksmith National Pension Trust funded ratio 79.8% -> 77.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Lori Jasperson appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)
    with Lori Jaspersonaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    J.p.morgan Chase Bank, N.A. appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Cedarhurst Associates LLC appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)
    with Cedarhurst Associates LLCaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Boilermaker-Blacksmith National Pension Trust plan assets $8.5B -> $7.0B (-16.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 486168020-001
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.