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

Southern Ironworkers Pension Fund

Taft-Hartley planPittsburgh, PA
Assets
$188M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
23
none on the tape
Plan sponsor: Board of Trustees Southern Ironworkers Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Corporate debt instruments (other) 5.2%
  • U.S. Government securities 4.4%
  • Other investments 36.8%
  • Common/collective trusts 37.2%
  • Common stock 14.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GSA Fund LPcollective trustBoyd Watterson Gsa Fund, LPPooled vehicles$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ernest Partners International Fundcollective trustErnest PartnersPooled vehicles$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Grosvenor Comingled Equity Fundcollective trustGCM Grosvenor L.P.Public equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multiemployer Property Trustcollective trustNEW TowerReal estate$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustChevy ChaseReal estate$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Secondary Feeder Fundcollective trustHamilton LanePrivate equity$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Valuecollective trustFirst Eagle Investment Management LLCPooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GSA Fund LPcollective trustBoyd Watterson Gsa Fund, LPPooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ernest Partners International Fundcollective trustErnest PartnersPooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Grosvenor Comingled Equity Fundcollective trustGCM Grosvenor L.P.Public equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multiemployer Property Trustcollective trustNew TowerReal estate$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustChevy ChaseReal estate$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Secondary Feeder Fundcollective trustHamilton LanePrivate equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Valuecollective trustFirst Eagle Investment Managment LLCPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GSA Fund LPcollective trustBoyd Watterson Gsa Fund, LPPooled vehicles$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ernest Partners International Fundcollective trustErnest PartnersPooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Grosvenor Comingled Equity Fundcollective trustGCM Grosvenor L.P.Public equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multiemployer Property Trustcollective trustNew TowerReal estate$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Secondary Feeder Fundcollective trustHamilton LanePrivate equity$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$188M Dec 31, 2024 reported Form 5500
$179M (2023-12) · $170M (2022-12)
Plan assets
$177M Jan 1, 2024 reported Form 5500
$168M (2023-01) · $193M (2022-01)
Net assets
$186M Dec 31, 2024 reported Form 5500
$177M (2023-12) · $168M (2022-12)
Funded ratio
104.8% Jan 1, 2024 reported Form 5500
102.3% (2023-01) · 100.1% (2022-01)
Participants
1,907 Jan 1, 2024 reported Form 5500
1,903 (2023-01) · 1,939 (2022-01)
Contributions
$8.2M Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $9.1M (2022-12)
Benefits paid
$12.3M Dec 31, 2024 reported Form 5500
$11.7M (2023-12) · $11.4M (2022-12)
Net investment income
$8.7M Dec 31, 2024 reported Form 5500
$8.8M (2023-12) · $-24.9M (2022-12)
Investment management fees
$756,644 Dec 31, 2024 reported Form 5500
$603,208 (2023-12) · $553,348 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,907n/an/an/a$188Mn/an/an/a
2023 to Dec 31, 20231,903n/an/an/a$179Mn/an/an/a
2022 to Dec 31, 20221,939n/an/an/a$170Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Investment Performance Services codes 27 50 $104,726 PY2024
  • Wedge Capital Management codes 28 50 $102,951 PY2024
  • Zenith-American Solutions codes 13 50 $87,032 PY2024
  • US Bank codes 19 52 $69,502 PY2024
  • BHA Consulting codes 11 50 $68,373 PY2024
  • Brown Advisory LLC codes 27 50 $67,026 PY2024
  • Segall, Bryant Hamill codes 28 50 $60,263 PY2024
  • ABS Allegiance Real Estate codes 28 50 $56,303 PY2024
  • Steven D. Eisenberg Cpa,p.a. codes 10 50 $31,656 PY2024
  • Quinn, Conner, Weaver, Davies & codes 29 50 $22,581 PY2024
  • Global Value Sched. D C $12.0M PY2024
  • GSA Fund Sched. D C $6.5M PY2024
  • Ernest Partners International Fund Sched. D C $18.8M PY2024
  • Grosvenor Comingled Eqity Fund Sched. D C $8.7M PY2024
  • Multiemployer Property Trust Sched. D C $6.2M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $5.4M PY2024
  • US Real Estate Investment Fund Sched. D C $14.4M PY2024
  • Secondary Feeder Fund Sched. D C $6.7M PY2024
  • BHA Consulting LLC codes 11 PY2024
  • Brown Advisory LLC codes 27 50 $141,658 PY2023
  • Wedge Capital Management codes 28 50 $102,833 PY2023
  • BHA Consulting codes 11 50 $81,485 PY2023
  • Investment Performance Services codes 27 50 $81,123 PY2023
  • Zenith-American Solutions codes 13 50 $77,434 PY2023
  • ABS Allegiance Real Estate codes 28 50 $73,312 PY2023
  • US Bank codes 19 52 $63,618 PY2023
  • Segall, Bryant Hamill codes 28 50 $63,017 PY2023
  • Steven D. Eisenberg Cpa,p.a. codes 10 50 $29,878 PY2023
  • Quinn, Conner, Weaver, Davies & codes 29 50 $28,815 PY2023
  • Global Value Sched. D C $9.5M PY2023
  • GSA Fund LP Sched. D C $7.3M PY2023
  • Ernest Partners International Fund Sched. D C $17.8M PY2023
  • Grosvenor Comingled Equity Fund Sched. D C $7.7M PY2023
  • Multiemployer Property Trust Sched. D C $6.7M PY2023
  • ASB Llegiance Real Estate Fund Sched. D C $6.6M PY2023
  • US Real Estate Investment Fund Sched. D C $15.4M PY2023
  • Secondary Feeder Fund Sched. D C $4.6M PY2023
  • BHA Consulting LLC codes 11 PY2023
  • Brown Advisory LLC codes 27 50 $153,397 PY2022
  • Wedge Capital Management codes 28 50 $111,962 PY2022
  • ABS Allegiance Real Estate codes 28 50 $86,819 PY2022
  • Investment Performance Services codes 27 50 $82,653 PY2022
  • Zenith-American Solutions codes 13 50 $74,456 PY2022
  • US Bank codes 19 52 $67,680 PY2022
  • BHA Consulting codes 11 50 $66,968 PY2022
  • Segall, Bryant Hamill codes 28 50 $50,837 PY2022
  • Steven D. Eisenberg Cpa,p.a. codes 10 50 $26,738 PY2022
  • Quinn, Conner, Weaver, Davies & codes 29 50 $17,591 PY2022
  • Secondary Feeder Fund Sched. D C $4.1M PY2022
  • GSA Fund LP Sched. D C $7.9M PY2022
  • Ernest Partners International Fund Sched. D C $15.1M PY2022
  • Grosvenor Comingled Equity Fund Sched. D C $7.1M PY2022
  • Multiemployer Property Trust Sched. D C $7.9M PY2022
  • ASB Allegiance Real Estate Fund Sched. D C $8.6M PY2022
  • US Real Estate Investment Fund Sched. D C $18.6M PY2022
  • BHA Consulting LLC codes 11 PY2022
What changed
4 events
  • Jan 1, 2024Funded status changed
    Southern Ironworkers Pension Fund funded ratio 102.3% -> 104.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern Ironworkers Pension Fund first reports an interest in Global Value: $9M at 2023-12-31
    with Global Valueaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Southern Ironworkers Pension Fund funded ratio 100.1% -> 102.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Southern Ironworkers Pension Fund plan assets $193M -> $168M (-12.9%, 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 596227091-001
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.