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
Plumbers, Pipefitters & Apprentices Local 112 Pension Plan
Taft-Hartley planBinghamton, NY
Assets
$82.0M
Total assets, Dec 31, 2023 reported
Funded
82.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
7
none on the tape
Plan sponsor: Trustees of Plumbers Pipe Fitters & Apprentices Local 112 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.6%
- Partnership/joint venture interests 13.9%
- Common/collective trusts 51.8%
- Registered investment companies 9.7%
- Common stock 21.1%
- Real estate (other than employer real property) 0.6%
Consultants and advisers
2 firms
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- O'Sullivan Associates Actuarythrough Dec 31, 2022 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
- Amalgamated Bank of New York2 rows, latest Dec 31, 2023
- Aberdeen2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Aberdeen Asset Managementplan years 2022
- The Segal Co. (eastern States) Inc.plan years 2022
- Wedge Capitalplan years 2022
- Seiplan years 2022
- Federated Investment Consultingplan years 2022
Commitments
7 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, 2023 | Pimco All Asset Collective Trustcollective trust | SEI Trust Company | Pooled vehicles | $17.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Aberdeen Asset Management Inc.collective trust | Aberdeen | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Pimco All Asset Collective Trustcollective trust | SEI Trust Company | Pooled vehicles | $15.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Intech Inst US Large Cap Growthcollective trust | SEI Trust Company | Public equity | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Aberdeen Asset Management Inc.collective trust | Aberdeen | Pooled vehicles | $5.9M 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 820 | n/a | n/a | n/a | $82.0M | $11.4M | n/a | $498,209 |
| 2022 to Dec 31, 2022 | 827 | n/a | n/a | n/a | $76.6M | $13.3M | n/a | $417,393 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Dave T. Vanauken codes 14 $101,500 PY2023
- Wedge Capital Management codes 28 $79,865 PY2023
- Melissa Natale codes 30 $65,418 PY2023
- O'Sullivan Associates codes 11 $50,275 PY2023
- Blitman & King codes 29 $47,302 PY2023
- Aberdeen Standard Investments Inc. codes 28 $45,603 PY2023
- Segal Advisory codes 28 $43,000 PY2023
- Clover Capital Management codes 28 $28,690 PY2023
- SEI Trust Company codes 51 $26,150 PY2023
- D'Arcangelo & Co. LLP codes 10 $18,800 PY2023
- Joseph Mccarthy & Associates codes 10 $14,070 PY2023
- Aberdeen Asset Management Inc. Sched. D C $6.8M PY2023
- Pimco All Asset Collective Trust Sched. D C $17.1M PY2023
- Longview Core Bond Fund Sched. D C $18.5M PY2023
- O'Sullivan Associates, Inc. codes 11 PY2023
- Dave T. Vanauken codes 14 $96,201 PY2022
- Melissa Natale codes 30 $58,087 PY2022
- Aberdeen Standard Investments Inc. codes 28 $55,717 PY2022
- Segal Advisory codes 28 $43,000 PY2022
- Wedge Capital Management codes 28 $42,786 PY2022
- SEI Trust Company codes 51 $40,608 PY2022
- O'Sullivan Associates codes 11 $39,550 PY2022
- Clover Capital Management codes 28 $28,464 PY2022
- D'Arcangelo & Co. LLP codes 10 $18,300 PY2022
- Pimco All Asset Collective Trust Sched. D C $15.8M PY2022
- Aberdeen Asset Management Inc. Sched. D C $5.9M PY2022
- Intech Inst US Large Cap Growth Sched. D C $6.2M PY2022
- Longview Core Bond Fund Sched. D C $13.9M PY2022
- O'Sullivan Associates, Inc. codes 11 PY2022
What changed
3 events
- Dec 31, 2023Holding endedinferencePlumbers, Pipefitters & Apprentices Local 112 Pension Plan no longer reports Intech Inst US Large Cap Growth (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Intech Inst US Large Cap Growthaskebsa.dol.gov
- Jan 1, 2023Funded status changedPlumbers, Pipefitters & Apprentices Local 112 Pension Plan funded ratio 79.5% -> 82.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPlumbers, Pipefitters & Apprentices Local 112 Pension Plan plan assets $88M -> $76M (-12.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166052007-001
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.