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
Laborers' Local No. 1174 Pension Fund
Taft-Hartley planHarrisburg, PA
Assets
$119M
Total assets, May 31, 2025 reported
Funded
110.8%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
3
none on the tape
Plan sponsor: Laborers' Local No. 1174 Pension Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 4.3%
- Pooled separate accounts 2.9%
- Registered investment companies 89.9%
Consultants and advisers
3 firms
- Cbiz Actuarythrough May 31, 2025 Form 5500
- Wells Fargo Na Custodianthrough May 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- PFM Asset Management LLCplan years 2023
- Prudential Insurance Company of Ameplan years 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Prisa Accountseparate account | Prudential Insurance Company of America | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Prisa Saseparate account | Prudential Insurance Company of America | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Prisa Saseparate account | Prudential Insurance Co | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$39,991 (2024-05) · $84,494 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 925 | n/a | n/a | n/a | $119M | $5.2M | n/a | n/a |
| 2023 to May 31, 2024 | 997 | n/a | n/a | n/a | $113M | $5.2M | n/a | n/a |
| 2022 to May 31, 2023 | 898 | n/a | n/a | n/a | $104M | $4.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefits Planners & Associates codes 13 15 50 $69,833 PY2024
- Principal Custody Solutions codes 19 27 51 $41,253 PY2024
- Odonoghue & Odonoghue codes 29 50 $33,763 PY2024
- Cbiz codes 11 50 $28,172 PY2024
- Alan Ross & Company PC codes 10 50 $11,750 PY2024
- Prisa Account Sched. D P $3.5M PY2024
- Cbiz Retirement Plan Services codes 11 PY2024
- Benefits Planners & Associates codes 13 15 50 $77,339 PY2023
- Cbiz codes 11 50 $32,304 PY2023
- Principal Custody Solutions codes 19 27 51 $26,495 PY2023
- Odonoghue & Odonoghue codes 29 50 $22,397 PY2023
- Prudential Insurance Co codes 28 51 $20,021 PY2023
- Alan Ross & Company PC codes 10 50 $11,500 PY2023
- Prisa Sa Sched. D P $3.4M PY2023
- Cbiz Retirement Plan Services codes 11 PY2023
- Benefits Planners & Associates codes 13 15 50 $78,385 PY2022
- PFM Advisors codes 28 51 $39,261 PY2022
- Cbiz codes 11 50 $31,826 PY2022
- Wells Fargo codes 19 27 51 $29,071 PY2022
- Prudential Insurance Co codes 28 51 $16,161 PY2022
- Alan Ross & Company PC codes 10 50 $11,250 PY2022
- Odonoghue & Odonoghue codes 29 50 $11,039 PY2022
- Prisa Account Sched. D P $3.9M PY2022
- Cbiz Retirement Plan Services codes 11 PY2022
What changed
6 events
- May 31, 2025Holding endedinferenceLaborers' Local No. 1174 Pension Fund no longer reports Prisa Sa (last held $3M at 2024-05-31; absent from the 2025-05-31 filing)with Prisa Accountaskebsa.dol.gov
- May 31, 2025Holding startedLaborers' Local No. 1174 Pension Fund first reports an interest in Prisa Account: $3M at 2025-05-31with Prisa Accountaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePrudential Insurance Co no longer appears on Laborers' Local No. 1174 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Jun 1, 2024Funded status changedLaborers' Local No. 1174 Pension Fund funded ratio 102.3% -> 110.8% (2023-06-01 to 2024-06-01)
- Dec 31, 2023Manager relationship endedinferencePFM Advisors no longer appears on Laborers' Local No. 1174 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with PFM Asset Management LLCaskebsa.dol.gov
- Jun 1, 2023Funded status changedLaborers' Local No. 1174 Pension Fund funded ratio 108.0% -> 102.3% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231687376-001
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.