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.

Corporate pension

Communications Workers of America Plan for Employees' Pensions

Corporate pensionWashington, DC
Assets
$129M
Total assets, Dec 31, 2024 reported
Funded
100.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: Communications Workers of America, Afl-Cio, Clc
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Other investments 0.9%
  • Partnership/joint venture interests 18.1%
  • 103-12 investment entities 68.2%
  • Common/collective trusts 5.0%
  • Registered investment companies 0.3%
  • Common stock 4.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Equity Group Trust103 12 ieSegal Advisors, Inc.Public equity$59.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Group Trust103 12 ieSegal Advisors IncPublic equity$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Group Trust103 12 ieSegal Advisors IncPublic equity$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$8.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$129M Dec 31, 2024 reported Form 5500
$125M (2023-12) · $121M (2022-12)
Plan assets
$125M Jan 1, 2024 reported Form 5500
$121M (2023-01) · $166M (2022-01)
Net assets
$129M Dec 31, 2024 reported Form 5500
$125M (2023-12) · $121M (2022-12)
Funded ratio
100.3% Jan 1, 2024 reported Form 5500
91.8% (2023-01) · 113.8% (2022-01)
Funding target
$125M Jan 1, 2024 reported Form 5500
$132M (2023-01) · $145M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.21% (2023-01) · 5.38% (2022-01)
Participants
583 Jan 1, 2024 reported Form 5500
609 (2023-01) · 676 (2022-01)
Contributions
$3.0M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $5.2M (2022-12)
Benefits paid
$11.0M Dec 31, 2024 reported Form 5500
$12.2M (2023-12) · $29.1M (2022-12)
Net investment income
$4.1M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · $-43.7M (2022-12)
Investment management fees
$218,310 Dec 31, 2024 reported Form 5500
$239,460 (2023-12) · $264,203 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024583$125M$125M100.3%$129M$23.3Mn/an/a
2023 to Dec 31, 2023609$121M$132M91.8%$125M$25.1Mn/an/a
2022 to Dec 31, 2022676$166M$145M113.8%$121M$27.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Holding started
    Communications Workers of America Plan for Employees' Pensions first reports an interest in Fixed Income Group Trust: $29M at 2024-12-31
    with Fixed Income Group Trustaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Communications Workers of America Plan for Employees' Pensions funded ratio 91.8% -> 100.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Communications Workers of America Plan for Employees' Pensions no longer reports Equity Group Trust (last held $19M at 2022-12-31; absent from the 2023-12-31 filing)
    with Fixed Income Group Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Communications Workers of America Plan for Employees' Pensions first reports an interest in Equity Group Trust: $24M at 2023-12-31
    with Equity Group Trustaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Communications Workers of America Plan for Employees' Pensions funded ratio 113.8% -> 91.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Communications Workers of America Plan for Employees' Pensions plan assets $166M -> $121M (-26.9%, 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 530246709-001
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.