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

IAM National Pension Fund

Taft-Hartley planWashington, DC
Assets
$15B
Total assets, Dec 31, 2024 reported
Funded
88.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
37
2 managers on Schedule C
Plan sponsor: Board of Trustees of the I.A.M. National Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 11.9%
  • U.S. Government securities 4.2%
  • Other investments 1.7%
  • Partnership/joint venture interests 31.7%
  • Common/collective trusts 32.9%
  • Pooled separate accounts 1.7%
  • Common stock 11.1%
  • Preferred stock 0.0%
Consultants and advisers
18 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
37 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$259M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Db Sl Emerging Marketscollective trustBNY MellonPublic equity$22.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Acadian Emerging Markets Equity Fdcollective trustAcadian Asset Management HeadquartePublic equity$299M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga 1-3 Year U.S. Agency Idx Nl Fdcollective trustState Street - Russell 2000Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga 1-3 Year U.S. Credit Idx Nl Fdcollective trustState Street - Russell 2000Private credit$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SS 1-3 Year US Treasury Index Nl Fdcollective trustState Street - Russell 2000Fixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym-M Db Sl Long Bifcollective trustBNY MellonPooled vehicles$479M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$511M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$2.4B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Eafe Small Cap Index Fundcollective trustNorthern Trust Collective Eafe IndePublic equity$38.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Msci Japan Indexcollective trustState Street - Russell 2000Pooled vehicles$418M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Capital Group Emerging Markets Equicollective trustCapital Guardian Trust CompanyPublic equity$180M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Long U.S. Credit Corpocollective trustState Street Global Advisors TrustPrivate credit$579M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Eafe Small Cap Index Fundcollective trustNorthern Trust Collective Eafe IndePublic equity$69.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Japan Indexcollective trustState Street - Russell 2000Pooled vehicles$243M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Acadian Emerging Markets Equity Fdcollective trustAcadian Asset Management HeadquartePublic equity$350M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$298M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga 1-3 Year U.S. Agency Idx Nl Fdcollective trustState Street - Russell 2000Pooled vehicles$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga 1-3 Year U.S. Credit Idx Nl Fdcollective trustState Street - Russell 2000Private credit$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SS 1-3 Year US Treasury Index Nl Fdcollective trustState Street - Russell 2000Fixed income$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Tips Index Fundcollective trustBNY MellonFixed income$46.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerging Markets Equity Trustcollective trustT. Rowe Price Trust CompanyPublic equity$215M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Emerging Marketscollective trustBNY MellonPublic equity$140M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym-M Db Sl Long Bifcollective trustBNY MellonPooled vehicles$996M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$1.2B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$839M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Acadian Emerging Markets Equity Fdcollective trustAcadian Asset Management HeadquartePublic equity$307M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zcollective trustPrincipalReal estate$339M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga 1-3 Year U.S. Agency Idx Nl Fdcollective trustState Street - Russell 2000Pooled vehicles$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga 1-3 Year U.S. Credit Idx Nl Fdcollective trustState Street - Russell 2000Private credit$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SS 1-3 Year US Treasury Index Nl Fdcollective trustState Street - Russell 2000Fixed income$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022SS US Tips Index Sl Fundcollective trustState Street Global Advisors TrustFixed income$44.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerging Markets Equity Trustcollective trustT. Rowe Price Trust CompanyPublic equity$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Db Sl Emerging Marketscollective trustBNY MellonPublic equity$63.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym-M Db Sl Long Bifcollective trustBNY MellonPooled vehicles$896M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Db Sl Stock Index Fundcollective trustBNY MellonPublic equity$992M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$710M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$15B Dec 31, 2024 reported Form 5500
$14B (2023-12) · $14B (2022-12)
Plan assets
$14B Jan 1, 2024 reported Form 5500
$13B (2023-01) · $15B (2022-01)
Net assets
$15B Dec 31, 2024 reported Form 5500
$14B (2023-12) · $14B (2022-12)
Funded ratio
88.0% Jan 1, 2024 reported Form 5500
86.5% (2023-01) · 86.9% (2022-01)
Participants
309,531 Jan 1, 2024 reported Form 5500
297,410 (2023-01) · 298,081 (2022-01)
Contributions
$674M Dec 31, 2024 reported Form 5500
$619M (2023-12) · $550M (2022-12)
Benefits paid
$1.0B Dec 31, 2024 reported Form 5500
$1.0B (2023-12) · $1.0B (2022-12)
Net investment income
$799M Dec 31, 2024 reported Form 5500
$388M (2023-12) · $-2.0B (2022-12)
Investment management fees
$37.0M Dec 31, 2024 reported Form 5500
$39.4M (2023-12) · $31.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024309,531n/an/an/a$15B$4.8Bn/an/a
2023 to Dec 31, 2023297,410n/an/an/a$14B$4.8Bn/an/a
2022 to Dec 31, 2022298,081n/an/an/a$14B$5.6Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Blackstone Alternative Asset Mgmt codes 28 51 $5.7M PY2024
  • Vitech Systems Sub LLC codes 50 70 $5.2M PY2024
  • Acadian Asset Management LLC codes 28 51 $4.4M PY2024
  • National Iam Benefit Trust codes 23 49 50 $3.7M PY2024
  • Proskauer Rose, LLP codes 29 50 $3.1M PY2024
  • Heitman Capital Management codes 28 51 $2.6M PY2024
  • American Realty Advisors codes 28 51 $2.5M PY2024
  • Hamilton Lane Advisors LLC codes 28 51 $2.3M PY2024
  • Principal Life Insurance Company codes 28 51 62 $2.1M PY2024
  • Harvest Fund Advisors LLC codes 28 51 $2.0M PY2024
  • Graystone Consulting Morgan Stanley codes 27 50 $1.9M PY2024
  • Rice Hall James & Associates LLC codes 28 51 71 $1.9M PY2024
  • Metlife Investment Management codes 28 51 $1.4M PY2024
  • Entrust Global Partners Offshore LP codes 28 51 $1.2M PY2024
  • State Street Bank & Trust Company codes 19 50 62 99 $1.1M PY2024
  • Algert Global LLC codes 28 51 $1.1M PY2024
  • The Segal Company codes 11 50 $1.0M PY2024
  • Capital Bank and Trust Company codes 50 65 $1.0M PY2024
  • Pimco codes 28 51 $999,396 PY2024
  • IAM National 401k Plan codes 49 50 $944,224 PY2024
  • Lion Industrial codes 28 50 $780,568 PY2024
  • Data Canopy Colocation codes 49 50 $714,611 PY2024
  • American Century Investment Managem codes 28 51 72 $687,084 PY2024
  • Insight Direct USA, Inc codes 49 50 $612,912 PY2024
  • NEW South Capital Mgmt codes 28 51 68 $611,839 PY2024
  • Guggenheim Partners Investment Mana codes 28 51 $591,938 PY2024
  • Payden & Rygel codes 28 51 $586,975 PY2024
  • Driehaus Capital Management LLC codes 28 51 68 $564,379 PY2024
  • T. Rowe Price Trust Company codes 21 24 28 51 68 $542,586 PY2024
  • Pgim Inc codes 28 51 $528,374 PY2024
  • Withum Smith Brown PC codes 16 50 $525,385 PY2024
  • Blackrock Financial Management Inc codes 28 51 68 $509,029 PY2024
  • Kelly Press, Inc codes 49 50 $437,204 PY2024
  • Dodge & Cox codes 28 51 68 72 $410,709 PY2024
  • Yolanda Montgomery codes 30 50 $398,916 PY2024
  • Doyle Printing & Offset, Inc. codes 36 50 $389,343 PY2024
  • Novak Francella, LLC codes 10 50 $388,021 PY2024
  • Denise M Clark codes 30 50 $365,891 PY2024
  • Tasc codes 49 $336,631 PY2024
  • Ronald S Novak codes 30 50 $265,739 PY2024
  • Prestige Av Creative Svcs codes 49 $250,095 PY2024
  • Ring Central Inc. codes 49 50 $245,834 PY2024
  • Lord Abbett & Co., LLC codes 28 51 $240,179 PY2024
  • BNY Mellon codes 28 51 72 $232,043 PY2024
  • Wendy Frye codes 30 50 $219,184 PY2024
  • Jonathan S Young codes 50 $211,645 PY2024
  • Damien Anderson codes 30 50 $195,461 PY2024
  • Carl E Macomber codes 30 50 $190,299 PY2024
  • Darryl Campbell codes 30 50 $188,355 PY2024
  • Cheiron Inc codes 11 17 50 $187,776 PY2024
  • Nirav M Thaker codes 30 50 $186,262 PY2024
  • Logan Jackson codes 30 50 $180,524 PY2024
  • Tyieka Lovitt codes 30 50 $175,455 PY2024
  • Rightpath Resources Inc codes 16 50 $173,442 PY2024
  • Anjan Thapa codes 30 50 $173,259 PY2024
  • Shonya Morrison codes 30 50 $161,573 PY2024
  • Mollie M Wagoner codes 30 50 $157,633 PY2024
  • Lori C Lin Murray codes 30 50 $156,514 PY2024
  • Parris Celestine codes 30 50 $156,166 PY2024
  • Willis Towers Watson US LLC codes 49 $148,555 PY2024
  • Hossam Neama codes 30 50 $145,649 PY2024
  • Racquel O Simbulan codes 30 50 $144,097 PY2024
  • Sheryl Murphy codes 30 50 $143,117 PY2024
  • Susan Platt codes 30 50 $141,678 PY2024
  • Arthur D Bright codes 30 50 $138,984 PY2024
  • Angela Ramsay codes 30 50 $138,831 PY2024
  • Malikah Rankine codes 30 50 $138,529 PY2024
  • Nader Aghili codes 30 50 $138,373 PY2024
  • Trung Le codes 30 50 $137,867 PY2024
  • Slevin & Hart PC codes 29 50 $134,356 PY2024
  • YAN Tian codes 30 50 $133,062 PY2024
  • Sean T Hemenway codes 30 50 $129,900 PY2024
  • Natasha Carmon codes 30 50 $129,028 PY2024
  • Maureen J Chong codes 30 50 $125,464 PY2024
  • Kathleen Taylor codes 30 50 $124,745 PY2024
  • Iron Mountain codes 15 50 $124,441 PY2024
  • Schuyler K Mellion codes 30 50 $121,923 PY2024
  • Doan Trang Ngo codes 30 50 $121,021 PY2024
  • Eloiza Rosales codes 30 50 $120,907 PY2024
  • Jordan K Brown codes 30 50 $117,375 PY2024
What changed
28 events
  • Dec 31, 2024Holding started
    IAM National Pension Fund first reports an interest in State Street Long U.S. Credit Corpo (State Street Global Advisors Trust): $579M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    IAM National Pension Fund no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $215M at 2023-12-31; absent from the 2024-12-31 filing)
    with T. Rowe Price Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding started
    IAM National Pension Fund first reports an interest in Capital Group Emerging Markets Equi (Capital Guardian Trust Company): $180M at 2024-12-31
    with Capital Guardian Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    IAM National Pension Fund no longer reports Bnym Mellon Db Sl Tips Index Fund (BNY Mellon) (last held $46M at 2023-12-31; absent from the 2024-12-31 filing)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Powersource Solutions Inc no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Powersource Solutions Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Gallagher Fiduciary Advisors appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Gallagher Fiduciary Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Lion Industrial appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Lion Industrialaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Cynthia Dietrich no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Cynthia Dietrichaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Managed Business Solutions, LLC no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Managed Business Solutions, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Ocio Monitor no longer appears on IAM National Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Ocio Monitoraskebsa.dol.gov
  • Dec 31, 2023Holding started
    IAM National Pension Fund first reports an interest in Bnym Mellon Db Sl Tips Index Fund (BNY Mellon): $46M at 2023-12-31
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    IAM National Pension Fund no longer reports SS US Tips Index Sl Fund (State Street Global Advisors Trust) (last held $44M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    IAM National Pension Fund first reports an interest in State Street Msci Japan Index (State Street - Russell 2000): $243M at 2023-12-31
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    IAM National Pension Fund first reports an interest in Eafe Small Cap Index Fund (Northern Trust Collective Eafe Inde): $70M at 2023-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Driehaus Capital Management LLC appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Driehaus Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Jackson Square Partners appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Jackson Square Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Great Lakes Advisors, LLC no longer appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    American Century Investment Managem appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with American Century Investment Mgmntaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Bank & Trust Company no longer appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Bank & Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Northern Trust Corporation appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Northern Trust Co.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Marco Advisors appears on IAM National Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Entrustpermal no longer appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Entrustpermal Management LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Ocio Monitor appears on IAM National Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Ocio Monitoraskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Cynthia Dietrich appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Cynthia Dietrichaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    New South Capital Mgmt appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with NEW South Capital Mgmtaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Powersource Solutions Inc appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Powersource Solutions Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Entrust Global Partners Offshore LP appears on IAM National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Entrust Global Partners Offshore LPaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    IAM National Pension Fund plan assets $15.4B -> $13.4B (-13.0%, 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 516031295-002
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.