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

Atlanta Ironworkers Local #387 Pension Plan

Taft-Hartley planGoodlettsville, TN
Assets
$136M
Total assets, Dec 31, 2024 reported
Funded
97.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: Board of Trustees Atlanta Ironworkers Local 387 Pension Pl
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Corporate debt instruments (other) 0.0%
  • Other investments 12.4%
  • Common/collective trusts 15.9%
  • Registered investment companies 25.6%
  • Common stock 28.9%
  • Real estate (other than employer real property) 15.4%
Consultants and advisers
5 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
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Global Valuecollective trustFirst Eagle Investment Mgmt LLCPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Fundcollective trustErnest PartnersPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Valuecollective trustFirst Eagle Investment Managment LLCPooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Fundcollective trustErnest PartnersPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNew Tower Trust CompanyReal estate$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Valuecollective trustFirst Eagle Investment Management LLCPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Fundcollective trustErnest Partners LLCPooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNew Tower Trust CompanyReal estate$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Real Estate Investment Fundcollective trustIntercontinental Real Estate Corp.Real estate$6.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$136M Dec 31, 2024 reported Form 5500
$129M (2023-12) · $124M (2022-12)
Plan assets
$126M Jan 1, 2024 reported Form 5500
$122M (2023-01) · $141M (2022-01)
Net assets
$132M Dec 31, 2024 reported Form 5500
$126M (2023-12) · $122M (2022-12)
Funded ratio
97.6% Jan 1, 2024 reported Form 5500
95.6% (2023-01) · 95.3% (2022-01)
Participants
1,576 Jan 1, 2024 reported Form 5500
1,427 (2023-01) · 1,578 (2022-01)
Contributions
$5.6M Dec 31, 2024 reported Form 5500
$5.6M (2023-12) · $5.0M (2022-12)
Benefits paid
$10.8M Dec 31, 2024 reported Form 5500
$10.1M (2023-12) · $9.8M (2022-12)
Net investment income
$6.2M Dec 31, 2024 reported Form 5500
$4.5M (2023-12) · $-19.5M (2022-12)
Investment management fees
$461,449 Dec 31, 2024 reported Form 5500
$499,710 (2023-12) · $475,327 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,576n/an/an/a$136Mn/an/a$20.9M
2023 to Dec 31, 20231,427n/an/an/a$129Mn/an/a$23.4M
2022 to Dec 31, 20221,578n/an/an/a$124Mn/an/a$28.9M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    Northern Trust Investments appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Investmentsaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Atlanta Ironworkers Local #387 Pension Plan funded ratio 95.6% -> 97.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Intercontinental Real Estate Corpor appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intercontinental Real Estate Corporaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Atlanta Ironworkers Local #387 Pension Plan plan assets $141M -> $122M (-13.8%, 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 586051152-001
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.