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

Graphic Communications Union Local 17-M Pension Plan

Taft-Hartley planIndianapolis, IN
Assets
$67,388
Total assets, Oct 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
none on the tape
Plan sponsor: Graphic Communications Union Local 17-M Pension Trust Fund
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 9.2%
  • Pooled separate accounts 21.0%
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
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
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$14,175 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$14,830 heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$14,693 heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$67,388 Oct 31, 2025 reported Form 5500
$64,731 (2024-10) · $71,897 (2023-10)
Net assets
$66,339 Oct 31, 2025 reported Form 5500
$64,731 (2024-10) · $71,216 (2023-10)
Participants
269 Nov 1, 2024 reported Form 5500
276 (2023-11) · 280 (2022-11)
Contributions
$116,100 Oct 31, 2025 reported Form 5500
$106,600 (2024-10) · $108,000 (2023-10)
Benefits paid
$81,889 Oct 31, 2025 reported Form 5500
$84,216 (2024-10) · $85,757 (2023-10)
Net investment income
$1,608 Oct 31, 2025 reported Form 5500
$-6,485 (2024-10) · $-15,250 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025269n/an/an/a$67,388n/an/an/a
2023 to Oct 31, 2024276n/an/an/a$64,731n/an/an/a
2022 to Oct 31, 2023280n/an/an/a$71,897n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cherry Bekaert LLC codes 10 50 $11,917 PY2024
  • Aetna Life Insurance Company codes 13 52 73 $11,276 PY2024
  • Graphic Communications Union Lo 17m codes 15 50 $9,375 PY2024
  • Aetna Life - Separate Acct 174 Sched. D P $14,175 PY2024
  • Aetna Life Insurance Company codes 13 52 73 $11,706 PY2023
  • Graphic Communications Union Lcl17m codes 15 50 $8,533 PY2023
  • Cherry Bekaert Advisory LLC codes 10 50 $5,145 PY2023
  • Aetna Life - Separate Acct 174 Sched. D P $14,830 PY2023
  • Aetna Life Insurance Company codes 13 52 73 $10,404 PY2022
  • Graphic Communications Union Lcl17m codes 15 50 $7,843 PY2022
  • Cherry Bekaert Advisory LLC codes 10 50 $7,225 PY2022
  • Aetna Life - Separate Acct 174 Sched. D P $14,693 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356253328-001
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.