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
Local 309 Wiremans Pension Trust
Taft-Hartley planST. Louis, MO
Assets
$198M
Total assets, Jun 30, 2025 reported
Funded
92.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees of Local 309 Wiremans Pension Trust
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Common/collective trusts 1.6%
- Registered investment companies 97.0%
Consultants and advisers
3 firms
- Zenith American Solutions General consultantthrough Jun 30, 2023 Form 5500
- Ekon Benefits Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank Custodianthrough Jun 30, 2023 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 Jun 30, 2025
From Schedule C (investment management, code 28)
- Merrill Lynchplan years 2023
- ASB Capital Management LLCplan years 2023
- Intech Enhanced Plus Fund LLCplan 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 Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$87,337 (2024-06) · $171,439 (2023-06)
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 Jun 30, 2025 | 969 | n/a | n/a | n/a | $198M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 929 | n/a | n/a | n/a | $179M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 917 | n/a | n/a | n/a | $163M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ekon Benefits codes 11 13 15 16 17 38 50 $136,500 PY2024
- Merrill Lynch codes 28 $74,236 PY2024
- Marsh & Mclennan Agency, LLC codes 23 $49,476 PY2024
- Schuchat, Cook & Werner codes 29 $45,002 PY2024
- ASB Capital Management codes 28 $31,312 PY2024
- Anders Minkler Huber & Helm LP codes 10 $28,150 PY2024
- PNC Bank codes 19 $27,131 PY2024
- ASB Allegiance Real Estate Fund Sched. D C $3.2M PY2024
- Ekon Benefits codes 11 PY2024
- Ekon Benefits codes 11 13 15 16 17 38 50 $134,000 PY2023
- Merrill Lynch codes 28 $61,620 PY2023
- Anders Minkler Huber & Helm LP codes 10 $44,117 PY2023
- Schuchat, Cook & Werner codes 29 $33,204 PY2023
- PNC Bank codes 19 $26,135 PY2023
- ASB Capital Management codes 28 $25,717 PY2023
- Marsh & Mclennan Agency, LLC codes 23 $24,109 PY2023
- ASB Allegiance Real Estate Fund Sched. D C $2.3M PY2023
- Ekon Benefits codes 11 PY2023
- Ekon Benefits codes 11 13 15 16 17 38 50 $153,840 PY2022
- Merrill Lynch codes 28 $57,666 PY2022
- Intech Enhanced Plus Fund LLC codes 28 $51,253 PY2022
- Anders Minkler Huber & Helm LP codes 10 $49,299 PY2022
- Schuchat, Cook & Werner codes 29 $46,313 PY2022
- ASB Capital Management codes 28 $41,347 PY2022
- PNC Bank codes 19 $26,186 PY2022
- Marsh & Mclennan Agency, LLC codes 23 $25,086 PY2022
- Zenith-American Solutions codes 10 16 17 $14,085 PY2022
- ASB Allegiance Real Estate Fund Sched. D C $3.0M PY2022
- Ekon Benefits codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedLocal 309 Wiremans Pension Trust total assets $179M -> $198M (+10.6%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedLocal 309 Wiremans Pension Trust funded ratio 87.6% -> 92.2% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceZenith-American Solutions no longer appears on Local 309 Wiremans Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Zenith American Solutionsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceIntech Enhanced Plus Fund LLC no longer appears on Local 309 Wiremans Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Intech Enhanced Plus Fund LLCaskebsa.dol.gov
- Jul 1, 2023Funded status changedLocal 309 Wiremans Pension Trust funded ratio 81.6% -> 87.6% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436142137-001
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.