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

Ibew Local 43 & Electrical Contractors Pension Fund

Taft-Hartley planSyracuse, NY
Assets
$271M
Total assets, Jun 30, 2025 reported
Funded
102.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
29
none on the tape
Plan sponsor: Ibew Local 43 & Electrical Contractors Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 4.7%
  • U.S. Government securities 14.8%
  • Partnership/joint venture interests 8.9%
  • 103-12 investment entities 3.3%
  • Common/collective trusts 58.9%
  • Common stock 7.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prudential Core Plus Bond Fundcollective trustPrudential Trust Co.Fixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$60.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$26.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Schroder Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym Mellon Afl-Cio Sl Mid Capcollective trustBNY MellonPooled vehicles$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$52.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Master Income-Plus Group Trustcollective trustMaster Income-Plus Group Trust Jp Jeannerat Associates, IncFixed income$3,062 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Schroder Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$23.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Nhit Credit Asset Trustcollective trustLoomis Sayles Trust CompanyPrivate credit$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Bnym Mellon Afl-Cio Sl Mid Capcollective trustBNY MellonPooled vehicles$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$42.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Master Income-Plus Group Trustcollective trustMaster Income-Plus Group Trust Jp Jeannerat Associates, IncFixed income$8,231 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Schroder Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Nhit Credit Asset Trustcollective trustLoomis Sayles Trust CompanyPrivate credit$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Bnym Mellon Afl-Cio Sl Mid Capcollective trustBNY MellonPooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$271M Jun 30, 2025 reported Form 5500
$246M (2024-06) · $225M (2023-06)
Plan assets
$245M Jul 1, 2024 reported Form 5500
$224M (2023-07) · $210M (2022-07)
Net assets
$271M Jun 30, 2025 reported Form 5500
$245M (2024-06) · $224M (2023-06)
Funded ratio
102.5% Jul 1, 2024 reported Form 5500
97.8% (2023-07) · 93.9% (2022-07)
Participants
1,974 Jul 1, 2024 reported Form 5500
1,935 (2023-07) · 1,916 (2022-07)
Contributions
$18.3M Jun 30, 2025 reported Form 5500
$16.9M (2024-06) · $16.7M (2023-06)
Benefits paid
$14.0M Jun 30, 2025 reported Form 5500
$13.3M (2024-06) · $12.9M (2023-06)
Net investment income
$25.9M Jun 30, 2025 reported Form 5500
$20.9M (2024-06) · $14.2M (2023-06)
Investment management fees
$649,795 Jun 30, 2025 reported Form 5500
$679,481 (2024-06) · $692,818 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,974n/an/an/a$271M$24.1Mn/an/a
2023 to Jun 30, 20241,935n/an/an/a$246M$27.5Mn/an/a
2022 to Jun 30, 20231,916n/an/an/a$225M$28.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Jun 30, 2025Holding started
    Ibew Local 43 & Electrical Contractors Pension Fund first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $8M at 2025-06-30
    with Prudential Trust Co.askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Ibew Local 43 & Electrical Contractors Pension Fund no longer reports Nhit Credit Asset Trust (Loomis Sayles Trust Company) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Ibew Local 43 & Electrical Contractors Pension Fund no longer reports Master Income-Plus Group Trust (last held $3,062 at 2024-06-30; absent from the 2025-06-30 filing)
    with Master Income-Plus Group Trustaskebsa.dol.gov
  • Jun 30, 2025Assets changed
    Ibew Local 43 & Electrical Contractors Pension Fund total assets $246M -> $271M (+10.5%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Ibew Local 43 & Electrical Contractors Pension Fund funded ratio 97.8% -> 102.5% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Intech US Large Cap Growth Fund LLC no longer appears on Ibew Local 43 & Electrical Contractors Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intech Investment Managementaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Ibew Local 43 & Electrical Contractors Pension Fund funded ratio 93.9% -> 97.8% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166153389-001
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.