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

United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan

Taft-Hartley planAtlanta, GA
Assets
$2.0B
Total assets, Dec 31, 2024 reported
Funded
94.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
34
none on the tape
Plan sponsor: BD of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 8.7%
  • Partnership/joint venture interests 22.2%
  • 103-12 investment entities 7.3%
  • Common/collective trusts 52.5%
  • Registered investment companies 8.6%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
34 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$541M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$16.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$59.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Core Disciplined Alpha Trustcollective trustLoomis Sayles Trust CompanyPooled vehicles$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024LSV International (acwi Ex US) Valucollective trustReliance Trust CompanyPooled vehicles$55.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$122M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair Small-Mid Cap Core Cocollective trustWilliam Blair Investment ManagementPooled vehicles$65.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II Smid Cap Research Equitycollective trustWellington FdPublic equity$67.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$96.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Oaktree Middle-Market Direct Lendin103 12 ieOaktree Capital Management, L.P.Pooled vehicles$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$480M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$60.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Core Disciplined Alpha Trustcollective trustLoomis Sayles Trust CompanyPooled vehicles$95.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$115M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair Small-Mid Cap Corecollective trustGlobal Trust CompanyPooled vehicles$70.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II Smid Cap Research Equitycollective trustWellington FdPublic equity$74.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Oaktree Middle-Market Direct Lendin103 12 ieOaktree Capital Management, L.P.Pooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023LSV International (acwi Ex US) Valucollective trustReliance Trust CompanyPooled vehicles$58.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$303M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$71.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nhit Core Disciplined Alpha Trustcollective trustLoomis Sayles Trust CompanyPooled vehicles$76.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$75.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022William Blair Small-Mid Cap Corecollective trustGlobal Trust CompanyPooled vehicles$93.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II Smid Cap Research Equitycollective trustWellington FdPublic equity$93.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$134M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Oaktree Middle-Market Direct Lendin103 12 ieOaktree Capital Management, L.P.Pooled vehicles$23.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$53.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$25.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$2.0B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.6B (2022-12)
Plan assets
$1.8B Jan 1, 2024 reported Form 5500
$1.6B (2023-01) · $1.8B (2022-01)
Net assets
$2.0B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.6B (2022-12)
Funded ratio
94.4% Jan 1, 2024 reported Form 5500
89.7% (2023-01) · 87.9% (2022-01)
Participants
9,317 Jan 1, 2024 reported Form 5500
9,357 (2023-01) · 9,176 (2022-01)
Contributions
$112M Dec 31, 2024 reported Form 5500
$119M (2023-12) · $125M (2022-12)
Benefits paid
$113M Dec 31, 2024 reported Form 5500
$111M (2023-12) · $104M (2022-12)
Net investment income
$197M Dec 31, 2024 reported Form 5500
$206M (2023-12) · $-187M (2022-12)
Investment management fees
$4.4M Dec 31, 2024 reported Form 5500
$4.2M (2023-12) · $4.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,317n/an/an/a$2.0B$445Mn/an/a
2023 to Dec 31, 20239,357n/an/an/a$1.8B$355Mn/an/a
2022 to Dec 31, 20229,176n/an/an/a$1.6B$169Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Alan Biller & Associates codes 27 50 $1.4M PY2024
  • Jpmorgan Chase Bank, N.A. codes 24 27 28 50 51 $634,520 PY2024
  • Arrowstreet Capital, LP codes 28 50 51 $558,127 PY2024
  • William Blair Investment Management codes 28 50 51 $471,182 PY2024
  • The Segal Company (eastern States) codes 11 16 70 $226,851 PY2024
  • Loomis Sayles Trust Company codes 28 50 51 $194,311 PY2024
  • Proskauer Rose, LLP codes 29 $81,296 PY2024
  • Segal Marco Advisors codes 16 50 70 $75,000 PY2024
  • The Bank of New York Mellon codes 12 18 19 38 50 59 62 72 $73,376 PY2024
  • Weaver and Tidwell, LLP codes 10 50 $69,080 PY2024
  • Zazzali P.C. codes 29 50 $62,000 PY2024
  • Conduent Human Resource Services codes 15 50 64 $31,529 PY2024
  • BNY Mellon codes 19 21 28 50 51 72 $29,726 PY2024
  • Qdro Benefits Firm, Susan L Dubrof codes 29 50 $21,411 PY2024
  • RR Donnelley codes 49 50 $14,042 PY2024
  • Segal Select Insurance Services codes 22 53 PY2024
  • EB Temporary Investment Fund Sched. D C $16.0M PY2024
  • JP Morgan Strategic Property Fund Sched. D C $59.3M PY2024
  • Nhit Core Disciplined Alpha Trust Sched. D C $123M PY2024
  • LSV International (acwi Ex U.S.) Va Sched. D C $55.7M PY2024
  • NB Strat Multi-Sector Fixed Inc Tr Sched. D C $122M PY2024
  • William Blair Small-Mid Cap Core Co Sched. D C $65.3M PY2024
  • Wtc-Cif II Smid Cap Re S4 Sched. D C $67.3M PY2024
  • Arrowstreet Intl Equity-Acwi Ex US Sched. D E $96.0M PY2024
  • Oaktree Middle-Market Direct Lendin Sched. D E $19.8M PY2024
  • Ullico Infrastruc Tax-Exempt Fd LP Sched. D E $30.3M PY2024
  • Bnym Mellon Db Sl Stock Index Fund Sched. D C $541M PY2024
  • Segal codes 11 PY2024
  • Alan Biller & Associates codes 27 50 $1.2M PY2023
  • Arrowstreet Capital, LP codes 28 50 51 $667,373 PY2023
  • William Blair Investment Management codes 28 50 51 $618,925 PY2023
  • Jpmorgan Chase Bank, N.A. codes 24 27 28 50 51 $579,490 PY2023
  • The Segal Company (eastern States) codes 11 16 50 70 $173,566 PY2023
  • Loomis Sayles Trust Company codes 28 50 51 $139,301 PY2023
  • Proskauer Rose, LLP codes 29 50 $120,670 PY2023
  • The Bank of New York Mellon codes 12 18 19 38 50 59 62 72 $99,077 PY2023
  • Panagora Asset Management codes 28 51 68 $85,400 PY2023
  • Segal Marco Advisors codes 16 50 70 $75,000 PY2023
  • Buchbinder Tunick & Company LLP codes 10 50 $67,727 PY2023
  • Conduent Human Resource Services codes 15 50 64 $32,726 PY2023
  • RR Donnelley codes 49 50 $23,467 PY2023
  • Zazzali P.C. codes 29 50 $20,000 PY2023
  • BNY Mellon codes 19 21 28 50 51 72 $17,935 PY2023
  • Qdro Benefits Firm, Susan L Dubrof codes 29 50 $17,746 PY2023
  • Segal Select Insurance Services codes 22 53 PY2023
  • EB Temporary Investment Sched. D C $8.6M PY2023
  • Invesco Balanced-Risk Allocation Tr Sched. D C PY2023
  • Strategic Property Fund Sched. D C $60.9M PY2023
  • Nhit Core Disciplined Alpha Trust Sched. D C $95.6M PY2023
  • NB Strat Multi-Sector Fixed Inc Tr Sched. D C $115M PY2023
  • William Blair Small-Mid Cap Core Sched. D C $70.9M PY2023
  • Arrowstreet Intl Equity-Acwi Ex US Sched. D E $123M PY2023
  • Oaktree Middle-Mkt Direct Lending Sched. D E $21.8M PY2023
  • Panagora Risk Parity Multi-Asset Fd Sched. D E PY2023
  • Ullico Infrastruc Tax-Exempt Fd LP Sched. D E $28.0M PY2023
  • LSV Intl (acwi Ex US) Value Eq Fd Sched. D C $58.9M PY2023
  • Wtc-Cif II Smid Cap Re S4 Sched. D C $74.5M PY2023
  • Bnym Mellon Db Sl Stock Index Fund Sched. D C $480M PY2023
  • Segal codes 11 PY2023
  • Alan Biller & Associates codes 27 50 $1.1M PY2022
  • William Blair Investment Management codes 28 50 51 $773,922 PY2022
  • Jpmorgan Chase Bank, N.A. codes 24 27 28 50 51 $756,913 PY2022
  • Arrowstreet Capital, LP codes 28 50 51 $710,860 PY2022
  • Panagora Asset Management codes 28 50 51 68 $186,523 PY2022
  • The Segal Company (eastern States) codes 11 16 50 70 $170,458 PY2022
  • Loomis Sayles Trust Company codes 28 50 51 $151,761 PY2022
  • The Bank of New York Mellon codes 12 18 19 38 50 59 62 72 $134,779 PY2022
  • Proskauer Rose, LLP codes 29 50 $98,173 PY2022
  • Segal Marco Advisors codes 16 50 70 $75,000 PY2022
  • Buchbinder Tunick & Company LLP codes 10 50 $65,876 PY2022
  • Zazzali P.C. codes 29 50 $40,000 PY2022
  • Morgan Lewis & Bockius LLP codes 29 50 $34,925 PY2022
  • Conduent Human Resource Services codes 15 50 64 $31,723 PY2022
  • BNY Mellon codes 19 21 28 50 51 72 $18,076 PY2022
  • RR Donnelley codes 49 50 $12,861 PY2022
  • Qdro Benefits Firm, Susan L Dubrof codes 29 50 $10,225 PY2022
  • Segal Select Insurance Services codes 22 53 PY2022
  • Invesco Balanced-Risk Allocation Tr Sched. D C $30.7M PY2022
  • Strategic Property Fund Sched. D C $71.7M PY2022
  • Nhit Core Disciplined Alpha Trust Sched. D C $76.6M PY2022
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Panagora Asset Management no longer appears on United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Panagora Asset Management, Inc.askebsa.dol.gov
  • Dec 31, 2024Assets changed
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan total assets $1.8B -> $2.0B (+10.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan funded ratio 89.7% -> 94.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan plan assets $1.6B -> $1.8B (+12.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $53M at 2022-12-31; absent from the 2023-12-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Dec 31, 2023Holding started
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan first reports an interest in LSV International (acwi Ex US) Valu: $59M at 2023-12-31
    with LSV International (acwi Ex US) Valuaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $31M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan total assets $1.6B -> $1.8B (+12.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan plan assets $1.8B -> $1.6B (-10.5%, 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 131426500-419
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.