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

BAC - Salaried Employees Pension Plan

Taft-Hartley planWashington, DC
Assets
$234M
Total assets, Dec 31, 2025 reported
Funded
95.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: BD of Trustees Iubac Salaried Empl Pen Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.5%
  • Master trust investment accounts 99.5%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
40 readings
Total assets
$234M Dec 31, 2025 reported Form 5500
$212M (2024-12) · $194M (2023-12) · $176M (2022-12)
Plan assets
$212M Jan 1, 2025 reported Form 5500
$194M (2024-01) · $176M (2023-01) · $194M (2022-01)
Net assets
$233M Dec 31, 2025 reported Form 5500
$212M (2024-12) · $194M (2023-12) · $176M (2022-12)
Funded ratio
95.6% Jan 1, 2025 reported Form 5500
93.4% (2024-01) · 90.9% (2023-01) · 88.0% (2022-01)
Participants
600 Jan 1, 2025 reported Form 5500
603 (2024-01) · 590 (2023-01) · 579 (2022-01)
Contributions
$10.0M Dec 31, 2025 reported Form 5500
$11.5M (2024-12) · $13.0M (2023-12) · $13.0M (2022-12)
Benefits paid
$14.9M Dec 31, 2025 reported Form 5500
$14.7M (2024-12) · $14.3M (2023-12) · $13.1M (2022-12)
Net investment income
$21.9M Dec 31, 2025 reported Form 5500
$17.3M (2024-12) · $18.7M (2023-12) · $-18.6M (2022-12)
Investment management fees
$355,043 Dec 31, 2025 reported Form 5500
$455,289 (2024-12) · $237,919 (2023-12) · $134,756 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025600n/an/an/a$234Mn/a$233Mn/a
2024 to Dec 31, 2024603n/an/an/a$212Mn/a$210Mn/a
2023 to Dec 31, 2023590n/an/an/a$194Mn/a$193Mn/a
2022 to Dec 31, 2022579n/an/an/a$176Mn/a$174Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2025Assets changed
    BAC - Salaried Employees Pension Plan total assets $212M -> $234M (+10.4%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    BAC - Salaried Employees Pension Plan funded ratio 93.4% -> 95.6% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    BAC - Salaried Employees Pension Plan funded ratio 90.9% -> 93.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    BAC - Salaried Employees Pension Plan plan assets $176M -> $194M (+10.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Arrowstreet Capital appears on BAC - Salaried Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Arrowstreet Capital, LPaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Advisors Inc no longer appears on BAC - Salaried Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    BAC - Salaried Employees Pension Plan total assets $176M -> $194M (+10.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    BAC - Salaried Employees Pension Plan funded ratio 88.0% -> 90.9% (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 472695752-001
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.