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

BAC Local Union 15 Pension Fund

Taft-Hartley planKansas City, MO
Assets
$147M
Total assets, Mar 31, 2025 reported
Funded
97.6%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
12
1 managers on Schedule C
Plan sponsor: Board of Trustees Bac Local 15 Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 3.5%
  • U.S. Government securities 3.3%
  • Other investments 0.1%
  • Partnership/joint venture interests 32.3%
  • Common/collective trusts 36.1%
  • Pooled separate accounts 3.5%
  • Registered investment companies 19.8%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 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 Mar 31, 2025Russell 3000 Alpha Tilts Fundcollective trustBlackrock Institutional Trust Co, N.A.Pooled vehicles$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Russell 3000 Alpha Tilts Fundcollective trustBlackrock Institutional Trust Co, N.A.Pooled vehicles$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Russell 3000 Alpha Tilts Fundcollective trustBlackrock Institutional Trust Co, N.A.Pooled vehicles$33.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$147M Mar 31, 2025 reported Form 5500
$142M (2024-03) · $128M (2023-03)
Plan assets
$142M Apr 1, 2024 reported Form 5500
$128M (2023-04) · $140M (2022-04)
Net assets
$146M Mar 31, 2025 reported Form 5500
$142M (2024-03) · $128M (2023-03)
Funded ratio
97.6% Apr 1, 2024 reported Form 5500
95.8% (2023-04) · 94.2% (2022-04)
Participants
1,678 Apr 1, 2024 reported Form 5500
1,703 (2023-04) · 1,708 (2022-04)
Contributions
$5.4M Mar 31, 2025 reported Form 5500
$5.2M (2024-03) · $5.2M (2023-03)
Benefits paid
$7.8M Mar 31, 2025 reported Form 5500
$7.6M (2024-03) · $7.6M (2023-03)
Net investment income
$4.2M Mar 31, 2025 reported Form 5500
$14.2M (2024-03) · $-12.3M (2023-03)
Investment management fees
$556,329 Mar 31, 2025 reported Form 5500
$565,457 (2024-03) · $483,214 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,678n/an/an/a$147M$47.4Mn/an/a
2023 to Mar 31, 20241,703n/an/an/a$142M$43.0Mn/an/a
2022 to Mar 31, 20231,708n/an/an/a$128M$33.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    BMO Harris Bank N.A. no longer appears on BAC Local Union 15 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with BMO Harris Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Harrison Street appears on BAC Local Union 15 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Harrison Streetaskebsa.dol.gov
  • Apr 1, 2024Assets changed
    BAC Local Union 15 Pension Fund plan assets $128M -> $142M (+11.1%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    BAC Local Union 15 Pension Fund total assets $128M -> $142M (+11.1%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Brandywine appears on BAC Local Union 15 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brandywineaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Commerce Trust Company appears on BAC Local Union 15 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Commerce Trustaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436102453-001
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.