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

Plasterers' Local 8 Pension Fund

Taft-Hartley planPhiladelphia, PA
Assets
$29.8M
Total assets, Apr 30, 2025 reported
Funded
89.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
12
2 managers on Schedule C
Plan sponsor: Trustees of Plasterers' Local 8 Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.3%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 10.5%
  • U.S. Government securities 5.5%
  • Partnership/joint venture interests 34.3%
  • 103-12 investment entities 5.0%
  • Common/collective trusts 21.9%
  • Common stock 17.2%
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
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$704 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Common Russell 1000 Growth Indexcollective trustNorthern Trust Investments, Inc.Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Russell 1000 Value Indexcollective trustNorthern Trust Investments, Inc.Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Blackrock Global Allocation Collectcollective trustBlackrock Institutional Trust CompanyPooled vehicles$635,227 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$1,878 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Blackrock Global Allocation Collectcollective trustBlackrock Institutional Trust CompanyPooled vehicles$578,440 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Longview Ultra Construction Loan incollective trustAlmagamated BankPrivate credit$1,728 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$29.8M Apr 30, 2025 reported Form 5500
$28.3M (2024-04) · $26.7M (2023-04)
Plan assets
$28.2M May 1, 2024 reported Form 5500
$26.6M (2023-05) · $26.6M (2022-05)
Net assets
$29.7M Apr 30, 2025 reported Form 5500
$28.2M (2024-04) · $26.6M (2023-04)
Funded ratio
89.9% May 1, 2024 reported Form 5500
88.7% (2023-05) · 88.8% (2022-05)
Participants
319 May 1, 2024 reported Form 5500
327 (2023-05) · 326 (2022-05)
Contributions
$1.5M Apr 30, 2025 reported Form 5500
$1.5M (2024-04) · $1.4M (2023-04)
Benefits paid
$1.8M Apr 30, 2025 reported Form 5500
$1.7M (2024-04) · $1.6M (2023-04)
Net investment income
$1.5M Apr 30, 2025 reported Form 5500
$1.6M (2024-04) · $5,428 (2023-04)
Investment management fees
$233,270 Apr 30, 2025 reported Form 5500
$102,815 (2024-04) · $102,846 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025319n/an/an/a$29.8M$10.2Mn/an/a
2023 to Apr 30, 2024327n/an/an/a$28.3M$11.0Mn/an/a
2022 to Apr 30, 2023326n/an/an/a$26.7M$11.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Apr 30, 2025Holding started
    Plasterers' Local 8 Pension Fund first reports an interest in NT Common Russell 1000 Growth Index: $4M at 2025-04-30
    with NT Common Russell 1000 Growth Indexaskebsa.dol.gov
  • Apr 30, 2025Holding started
    Plasterers' Local 8 Pension Fund first reports an interest in NT Russell 1000 Value Index: $2M at 2025-04-30
    with NT Russell 1000 Value Indexaskebsa.dol.gov
  • Apr 30, 2025Holding endedinference
    Plasterers' Local 8 Pension Fund no longer reports ASB Labor Equity Index Fund (Afl-Cio Equity Fund) (last held $7M at 2024-04-30; absent from the 2025-04-30 filing)
    with Afl-Cio Equity Fundaskebsa.dol.gov
  • Apr 30, 2025Holding endedinference
    Plasterers' Local 8 Pension Fund no longer reports Blackrock Global Allocation Collect (last held $635,227 at 2024-04-30; absent from the 2025-04-30 filing)
    with Blackrock Global Allocation Collectaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Chevy Chase Trust Company no longer appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Chevy Chase Trustaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Corbin Capital Partners LP appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Corbin Capital Partners, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Boyd Watterson Asset Mgmt LLC appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Boyd Watterson Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Blackrock Institutional Trust no longer appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackrock Institutional Trustaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Chevy Chase Trust Company appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Chevy Chase Trustaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Hardman Johnston Global Advisors appears on Plasterers' Local 8 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232652951-002
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.