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

Iron Workers Pension Plan

Taft-Hartley planSpringfield, NJ
Assets
$466M
Total assets, Sep 30, 2025 reported
Funded
73.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
7
3 managers on Schedule C
Plan sponsor: Iron Workers District Council Phila Vicinity Retirement and Pension
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 14.0%
  • U.S. Government securities 8.2%
  • Partnership/joint venture interests 23.6%
  • Common/collective trusts 11.4%
  • Pooled separate accounts 1.3%
  • Registered investment companies 17.0%
  • Common stock 18.5%
Consultants and advisers
7 firms
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
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 Sep 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$38.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$33.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$466M Sep 30, 2025 reported Form 5500
$443M (2024-09) · $398M (2023-09)
Plan assets
$425M Oct 1, 2024 reported Form 5500
$375M (2023-10) · $363M (2022-10)
Net assets
$439M Sep 30, 2025 reported Form 5500
$426M (2024-09) · $375M (2023-09)
Funded ratio
73.7% Oct 1, 2024 reported Form 5500
73.0% (2023-10) · 75.2% (2022-10)
Participants
4,783 Oct 1, 2024 reported Form 5500
4,788 (2023-10) · 4,803 (2022-10)
Contributions
$29.6M Sep 30, 2025 reported Form 5500
$30.9M (2024-09) · $30.7M (2023-09)
Benefits paid
$49.9M Sep 30, 2025 reported Form 5500
$50.2M (2024-09) · $50.4M (2023-09)
Net investment income
$13.7M Sep 30, 2025 reported Form 5500
$50.4M (2024-09) · $11.9M (2023-09)
Investment management fees
$1.5M Sep 30, 2025 reported Form 5500
$1.9M (2024-09) · $1.1M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20254,783n/an/an/a$466M$110Mn/an/a
2023 to Sep 30, 20244,788n/an/an/a$443M$108Mn/an/a
2022 to Sep 30, 20234,803n/an/an/a$398M$97.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Sep 30, 2025Holding started
    Iron Workers Pension Plan first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $14M at 2025-09-30
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    National Investment Services appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with National Investment Servicesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    CSM Advisors, LLC appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with CSM Advisorsaskebsa.dol.gov
  • Oct 1, 2024Assets changed
    Iron Workers Pension Plan plan assets $375M -> $425M (+13.4%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Iron Workers Pension Plan total assets $398M -> $443M (+11.4%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Bridgeway Benefit Technologies appears on Iron Workers Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Bridgeway Benefit Technologiesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    WCM Investment Management appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with WCM Investment Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Basys no longer appears on Iron Workers Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Basysaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Atalanta Sosnoff Capital no longer appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Atalanta Sosnoff Capitalaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Iron Workers Pension Plan funded ratio 75.2% -> 73.0% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236529504-001
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.