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
The Uaw Labor-Management Group Pension Plan
Taft-Hartley planCovina, CA
Assets
$70.2M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Board of Trustees, the Uaw Labor-Management Group
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- Common/collective trusts 82.8%
- Pooled separate accounts 15.5%
Consultants and advisers
1 firms
- Rael & Letson Actuarythrough Dec 31, 2023 Form 5500
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
- Russell Trust Company4 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Russell Trust Companyplan years 2023
- Prudential Insurance Company of Ameplan years 2023
Commitments
6 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 Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Multi-Manager Bond Fundcollective trust | Russell Trust Company | Fixed income | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Instl Multi Asset Core Pluscollective trust | Russell Trust Company | Fixed income | $45.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell Multi-Manager Bond Fundcollective trust | Russell Trust Company | Fixed income | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Russell Instl Multi Asset Core Pluscollective trust | Russell Trust Company | Fixed income | $44.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,398 | n/a | n/a | n/a | $70.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,192 | n/a | n/a | n/a | $68.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Russell Investments Trust Company codes 28 $314,370 PY2024
- Pacific Southwest Administrators codes 13 $130,788 PY2024
- The Prudential Ins Co of America codes 28 $110,546 PY2024
- Rael & Letson codes 11 17 $61,860 PY2024
- Laquer Urban Clifford & Hodge LLP codes 29 $19,471 PY2024
- Miller Kaplan Arase LLP codes 10 $16,800 PY2024
- Amalgamated Bank codes 99 $11,643 PY2024
- Prisa Sa Sched. D P $10.8M PY2024
- Russell Multi-Manager Bond Fund Sched. D C $12.2M PY2024
- Russell Multi-Asset Core Fund Sched. D C $45.9M PY2024
- Rael & Letson codes 11 PY2024
- Russell Investments Trust Company codes 28 $294,743 PY2023
- The Prudential Ins Co of America codes 28 $128,932 PY2023
- Pacific Southwest Administrators codes 13 $126,984 PY2023
- Rael & Letson codes 11 17 $84,304 PY2023
- Laquer Urban Clifford & Hodge LLP codes 29 $26,737 PY2023
- Miller Kaplan Arase LLP codes 10 $16,000 PY2023
- Amalgamated Bank codes 99 $11,113 PY2023
- Prisa Sa Sched. D P $11.5M PY2023
- Russell Multi-Manager Bond Fund Sched. D C $12.1M PY2023
- Russell Multi-Asset Core Fund Sched. D C $44.0M PY2023
- Rael & Letson codes 11 PY2023
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516099782-001
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.