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.U.O.E. Local 132 Pension Fund

Taft-Hartley planHuntington, WV
Assets
$559M
Total assets, Mar 31, 2025 reported
Funded
112.0%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
9
2 managers on Schedule C
Plan sponsor: I.U.O.E. Local 132 Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 3.3%
  • U.S. Government securities 4.8%
  • Partnership/joint venture interests 15.0%
  • Common/collective trusts 20.4%
  • Registered investment companies 15.9%
  • Common stock 36.9%
  • Preferred stock 0.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025ASB Allegiance Real Estate Fundcollective trustChevy Chase TrustReal estate$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Afl-Cio Equity Index Fundcollective trustChevy Chase TrustPublic equity$68.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024ASB Allegiance Real Estate Fundcollective trustChevy Chase TrustReal estate$22.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Afl-Cio Equity Index Fundcollective trustChevy Chase TrustPublic equity$63.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$31.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023ASB Allegiance Real Estate Fundcollective trustASB Allegiance Real Estate FundReal estate$29.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023TA Realty Core Property Fundcollective trustTA RealtyReal estate$26.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$559M Mar 31, 2025 reported Form 5500
$548M (2024-03) · $492M (2023-03)
Plan assets
$546M Apr 1, 2024 reported Form 5500
$490M (2023-04) · $526M (2022-04)
Net assets
$559M Mar 31, 2025 reported Form 5500
$547M (2024-03) · $491M (2023-03)
Funded ratio
112.0% Apr 1, 2024 reported Form 5500
110.4% (2023-04) · 106.0% (2022-04)
Participants
4,333 Apr 1, 2024 reported Form 5500
4,010 (2023-04) · 4,127 (2022-04)
Contributions
$19.1M Mar 31, 2025 reported Form 5500
$23.9M (2024-03) · $18.4M (2023-03)
Benefits paid
$28.4M Mar 31, 2025 reported Form 5500
$27.9M (2024-03) · $26.9M (2023-03)
Net investment income
$11.4M Mar 31, 2025 reported Form 5500
$56.1M (2024-03) · $-36.0M (2023-03)
Investment management fees
$2.0M Mar 31, 2025 reported Form 5500
$1.8M (2024-03) · $2.1M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20254,333n/an/an/a$559M$83.7Mn/an/a
2023 to Mar 31, 20244,010n/an/an/a$548M$106Mn/an/a
2022 to Mar 31, 20234,127n/an/an/a$492M$5.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Consultant changedinference
    American Benefit Corporation no longer appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with American Benefit Corporationaskebsa.dol.gov
  • Apr 1, 2024Assets changed
    I.U.O.E. Local 132 Pension Fund plan assets $490M -> $546M (+11.4%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    I.U.O.E. Local 132 Pension Fund no longer reports TA Realty Core Property Fund (TA Realty) (last held $26M at 2023-03-31; absent from the 2024-03-31 filing)
    with TA Realtyaskebsa.dol.gov
  • Mar 31, 2024Holding started
    I.U.O.E. Local 132 Pension Fund first reports an interest in Afl-Cio Equity Index Fund: $64M at 2024-03-31
    with Afl-Cio Equity Index Fundaskebsa.dol.gov
  • Mar 31, 2024Assets changed
    I.U.O.E. Local 132 Pension Fund total assets $492M -> $548M (+11.4%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    TA Realty Core Property Fund no longer appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with TA Realtyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Blackstone Partners appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackstone Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with JP Morganaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Adams Street appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Adams Streetaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Alliance Capital Management no longer appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alliance Capital Managementaskebsa.dol.gov
  • Apr 1, 2023Funded status changed
    I.U.O.E. Local 132 Pension Fund funded ratio 106.0% -> 110.4% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556015364-001
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.