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
Neca Local Union No 313 Ibew Pension Plan
Taft-Hartley planPittsburgh, PA
Assets
$234M
Total assets, Dec 31, 2024 reported
Funded
91.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: BD of Tees of Neca Lu No 313 Ibew Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 1.4%
- Corporate debt instruments (preferred) 6.8%
- U.S. Government securities 13.7%
- Partnership/joint venture interests 6.3%
- Common/collective trusts 4.0%
- Registered investment companies 13.0%
- Common stock 52.2%
Consultants and advisers
6 firms
- Wells Fargo Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- ASB Capital Management LLC Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- The Boston Companyplan years 2024
- Atlanta Sosnoff Capital, LLC.plan years 2022
- Stacey Braun Associates, Inc.plan years 2022
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 Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $13.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Dec 31, 2024 | 1,431 | n/a | n/a | n/a | $234M | $14.7M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,413 | n/a | n/a | n/a | $217M | $13.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,386 | n/a | n/a | n/a | $201M | $17.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boston Partners codes 28 51 52 $450,494 PY2024
- Stacey Braun Associates Inc codes 28 51 52 68 $339,056 PY2024
- ASB Capital Management, LLC codes 19 28 51 $99,101 PY2024
- Zenith codes 13 50 $97,619 PY2024
- RBC Wealth Mgmt codes 27 51 $89,331 PY2024
- Segal Consulting codes 11 50 $84,605 PY2024
- PNC Bank, N.A codes 19 50 59 60 62 63 64 65 68 71 $80,929 PY2024
- Young Conaway Stargatt & Taylor LLP codes 29 50 $34,193 PY2024
- Holroyd Gelman, P.C. codes 29 50 $27,854 PY2024
- Daniel a. Winters codes 10 50 $12,887 PY2024
- Segal Marco Advisors codes 16 50 $11,719 PY2024
- J.A Mariano Agency, Inc codes 22 50 $10,570 PY2024
- Allegiance Real Estate Fund Sched. D C $9.3M PY2024
- Segal codes 11 PY2024
- Boston Partners codes $243,706 PY2023
- Stacey Braun Associates Inc. codes 28 68 $183,305 PY2023
- ASB Capital Management, LLC codes 19 28 $127,625 PY2023
- Zenith American Solutions,inc. codes 13 $102,245 PY2023
- RBC Wealth Management codes 27 $80,647 PY2023
- Segal Consulting codes 11 $65,071 PY2023
- PNC Bank, N.A. codes 19 59 60 62 63 64 65 68 71 $64,263 PY2023
- Young Conaway Stargatt & Taylor LLP codes 29 $31,201 PY2023
- Jennings Sigmond codes 29 $25,179 PY2023
- Holroyd Gelman, P.C. codes 29 $23,056 PY2023
- J.A. Mariano Agency, Inc. codes $10,570 PY2023
- Daniel a. Winters & Company, CPAS codes 10 $7,640 PY2023
- Segal Marco Advisors codes 16 $6,250 PY2023
- Allegiance Real Estate Fund Sched. D C $10.9M PY2023
- Segal codes 11 PY2023
- Boston Partners codes $312,755 PY2022
- Stacey Braun Associates Inc. codes 28 68 $253,436 PY2022
- PNC Bank, N.A. codes 19 59 60 62 63 64 65 68 71 $145,837 PY2022
- ASB Capital Management, LLC codes 19 28 $139,665 PY2022
- Zenith American Solutions,inc. codes 13 $97,806 PY2022
- RBC Wealth Management codes 27 $82,672 PY2022
- Segal Consulting codes 11 $61,904 PY2022
- Daniel a. Winters & Company, CPAS codes 10 $50,420 PY2022
- Jennings Sigmond codes 29 $33,392 PY2022
- Wright Investors Service, Inc codes 28 $30,172 PY2022
- Young Conaway Stargatt & Taylor LLP codes 29 $21,666 PY2022
- Segal Marco Advisors codes 16 $6,250 PY2022
- Allegiance Real Estate Fund Sched. D C $13.9M PY2022
- Segal codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship startedBoston Partners appears on Neca Local Union No 313 Ibew Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Boston Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedNeca Local Union No 313 Ibew Pension Plan funded ratio 97.9% -> 91.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceWright Investors Service, Inc no longer appears on Neca Local Union No 313 Ibew Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Atlanta Sosnoff Capital, LLC.askebsa.dol.gov
- Jan 1, 2023Funded status changedNeca Local Union No 313 Ibew Pension Plan funded ratio 95.1% -> 97.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNeca Local Union No 313 Ibew Pension Plan plan assets $232M -> $201M (-13.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516025969-001
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.