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

Bricklayers Union Local No. 6 of Indiana Pension F

Taft-Hartley planMerrillville, IN
Assets
$100.0M
Total assets, Jun 30, 2025 reported
Funded
100.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
12
none on the tape
Plan sponsor: Board of Trustees Bricklayers Union Local No. 6 of Indiana Pension Fun
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 11.7%
  • Other investments 0.2%
  • Partnership/joint venture interests 7.6%
  • 103-12 investment entities 4.6%
  • Common/collective trusts 47.0%
  • Registered investment companies 25.6%
  • Preferred stock 0.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$37.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$34.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Trowel Trades Large Cap Equity Indecollective trustComerica Bank and Trust, NaPublic equity$24.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$100.0M Jun 30, 2025 reported Form 5500
$91.5M (2024-06) · $85.9M (2023-06)
Plan assets
$91.3M Jul 1, 2024 reported Form 5500
$85.6M (2023-07) · $83.1M (2022-07)
Net assets
$99.7M Jun 30, 2025 reported Form 5500
$91.3M (2024-06) · $85.6M (2023-06)
Funded ratio
100.3% Jul 1, 2024 reported Form 5500
96.9% (2023-07) · 95.9% (2022-07)
Participants
685 Jul 1, 2024 reported Form 5500
686 (2023-07) · 709 (2022-07)
Contributions
$4.8M Jun 30, 2025 reported Form 5500
$4.6M (2024-06) · $4.4M (2023-06)
Benefits paid
$6.2M Jun 30, 2025 reported Form 5500
$6.1M (2024-06) · $6.0M (2023-06)
Net investment income
$8.3M Jun 30, 2025 reported Form 5500
$5.7M (2024-06) · $2.5M (2023-06)
Investment management fees
$179,656 Jun 30, 2025 reported Form 5500
$167,611 (2024-06) · $181,325 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025685n/an/an/a$100.0M$7.6Mn/an/a
2023 to Jun 30, 2024686n/an/an/a$91.5M$5.5Mn/an/a
2022 to Jun 30, 2023709n/an/an/a$85.9M$4.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Zazove Associates LLC codes 28 51 68 $121,156 PY2024
  • Robert Puza codes 14 30 50 $77,535 PY2024
  • AMY Gorby codes 30 50 $62,516 PY2024
  • Spencer Rankin codes 30 50 $59,678 PY2024
  • Marquette Associates codes 27 50 $58,500 PY2024
  • United Actuarial Services Inc. codes 11 50 $51,075 PY2024
  • Ledbetter Partners LLC codes 29 50 $48,777 PY2024
  • Legacy Professionals LLP codes 10 15 50 $47,188 PY2024
  • Bridgeway Benefit Technologies LLC codes 15 50 $26,634 PY2024
  • OLD National Wealth Management codes 19 28 50 $14,765 PY2024
  • Healthscope Benefits codes 13 50 $7,396 PY2024
  • BNY Mellon codes 28 51 52 $2,638 PY2024
  • Afl-Cio Building Investment Trust Sched. D C $3.9M PY2024
  • Parametric Defensive Equity Fund Ll Sched. D E $4.6M PY2024
  • Multi-Employer Property Trust Sched. D C $5.7M PY2024
  • Afl-Cio Sl Broad Market St Ind Fd Sched. D C $37.4M PY2024
  • United Actuarial Services, Inc. codes 11 PY2024
  • Zazove Associates LLC codes 28 51 68 $113,111 PY2023
  • Robert Puza codes 14 30 50 $72,782 PY2023
  • AMY Gorby codes 30 50 $59,581 PY2023
  • Legacy Professionals LLP codes 10 15 50 $58,700 PY2023
  • United Actuarial Services Inc. codes 11 50 $57,534 PY2023
  • Spencer Rankin codes 30 50 $56,751 PY2023
  • Marquette Associates codes 27 50 $54,500 PY2023
  • Ledbetter Partners LLC codes 29 50 $42,058 PY2023
  • Bridgeway Benefit Technologies LLC codes 15 50 $26,906 PY2023
  • Old National Bank codes 19 28 50 $14,032 PY2023
  • Healthscope Benefits codes 13 50 $7,396 PY2023
  • BNY Mellon codes 28 51 52 $365 PY2023
  • Afl-Cio Sl Broad Market St Ind Fd Sched. D C $34.1M PY2023
  • Trowel Trades Large Cap Equity Inde Sched. D C PY2023
  • Afl-Cio Building Investment Trust Sched. D C $3.8M PY2023
  • Parametric Defensive Equity Fund Sched. D E $4.9M PY2023
  • Multi-Employer Property Trust Sched. D C $5.9M PY2023
  • United Actuarial Services, Inc. codes 11 PY2023
  • Zazove Associates LLC codes 28 51 68 $105,914 PY2022
  • Robert Puza codes 14 30 50 $72,869 PY2022
  • AMY Gorby codes 30 50 $57,330 PY2022
  • Marquette Associates codes 27 50 $54,500 PY2022
  • Spencer Rankin codes 30 50 $54,407 PY2022
  • United Actuarial Services Inc. codes 11 16 50 $47,600 PY2022
  • Legacy Professionals LLP codes 10 50 $45,228 PY2022
  • Ledbetter Parisi LLC codes 29 50 $36,531 PY2022
  • Bridgeway Benefit Technologies LLC codes 15 16 49 50 $24,863 PY2022
  • Old National Bank codes 19 28 50 $13,585 PY2022
  • Healthscope Benefits codes 15 50 $7,396 PY2022
  • Multi-Employer Property Trust Sched. D C $6.8M PY2022
  • Parametric Defensive Equity Fund Ll Sched. D E $4.7M PY2022
  • Trowel Trades Large Cap Equity Inde Sched. D C $24.4M PY2022
  • Afl-Cio Building Investment Trust Sched. D C $4.1M PY2022
  • United Actuarial Services, Inc. codes 11 PY2022
What changed
6 events
  • Jul 1, 2024Funded status changed
    Bricklayers Union Local No. 6 of Indiana Pension F funded ratio 96.9% -> 100.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Bricklayers Union Local No. 6 of Indiana Pension F no longer reports Trowel Trades Large Cap Equity Inde (last held $24M at 2023-06-30; absent from the 2024-06-30 filing)
    with Trowel Trades Large Cap Equity Indeaskebsa.dol.gov
  • Jun 30, 2024Holding started
    Bricklayers Union Local No. 6 of Indiana Pension F first reports an interest in Bnym Mellon Afl-Cio Sl Broad Market (BNY Mellon): $34M at 2024-06-30
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    United Actuarial Services Inc. no longer appears on Bricklayers Union Local No. 6 of Indiana Pension F's Schedule C as general consultant (plan year 2023 vs 2022)
    with United Actuarial Services, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Bridgeway Benefit Technologies LLC no longer appears on Bricklayers Union Local No. 6 of Indiana Pension F's Schedule C as general consultant (plan year 2023 vs 2022)
    with Bridgeway Benefit Technologiesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    BNY Mellon appears on Bricklayers Union Local No. 6 of Indiana Pension F's Schedule C as investment manager (plan year 2023 vs 2022)
    with BNY Mellonaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516113680-001
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.