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
Plasterers Local 1 Pension Plan
Taft-Hartley planMaumee, OH
Assets
$13.9M
Total assets, May 31, 2025 reported
Funded
73.2%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
3
none on the tape
Plan sponsor: Plasterers Local 1 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (other) 5.1%
- U.S. Government securities 7.1%
- Common/collective trusts 6.4%
- Registered investment companies 60.7%
- Common stock 19.0%
Consultants and advisers
4 firms
- Frsecure General consultantthrough May 31, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through May 31, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough May 31, 2023 Form 5500
- U.S. Bank, N.A. Trusteethrough May 31, 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
- Great Gray Trust Company3 rows, latest May 31, 2025
From Schedule C (investment management, code 28)
- Wedge Capitalplan 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 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $889,451 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $853,889 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $919,710 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$36,447 (2024-05) · $49,306 (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 | 153 | n/a | n/a | n/a | $13.9M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 149 | n/a | n/a | n/a | $13.7M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 152 | n/a | n/a | n/a | $12.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ledbetter Partners LLC codes 29 50 $50,582 PY2024
- Shumaker, Loop & Kendrick, LLP codes 29 50 $37,726 PY2024
- Wedge Capital Management LLP codes 28 50 $27,491 PY2024
- Clark, Schaefer, Hackett & Co. codes 10 50 $26,700 PY2024
- Cuni, Rust & Strenk codes 11 50 $25,387 PY2024
- American Benefit Corporation codes 13 50 $22,453 PY2024
- US Bank codes 21 50 $19,254 PY2024
- Mariner Institutional, LLC codes 27 50 $17,043 PY2024
- Segal Select Insurance Services Inc codes 23 50 $13,154 PY2024
- Frsecure LLC codes 16 50 $5,220 PY2024
- Afl-Cio Building Investment Trust Sched. D C $889,451 PY2024
- Cuni, Rust & Strenk codes 11 PY2024
- Cuni, Rust & Strenk codes 11 50 $45,288 PY2023
- Ledbetter Parisi, LLC codes 29 50 $35,969 PY2023
- Clark, Schaefer, Hackett & Co. codes 10 50 $29,560 PY2023
- American Benefit Corporation codes 13 50 $26,482 PY2023
- Andco Consulting Fks Boghahn Group codes 27 50 $18,511 PY2023
- Wedge Capital Management codes 28 50 $17,936 PY2023
- Segall, Bryant & Hamill codes 50 $5,967 PY2023
- Frsecure codes 16 50 $5,340 PY2023
- US Bank codes 21 50 $5,292 PY2023
- Afl-Cio Building Investment Trust Sched. D C $853,889 PY2023
- Cuni, Rust & Strenk codes 11 PY2023
- Cuni, Rust & Strenk codes 11 50 $81,842 PY2022
- Ledbetter Parisi, LLC codes 29 50 $28,290 PY2022
- Andco Consulting Fka Bogdahn Group codes 27 50 $25,078 PY2022
- Wedge Capital Management codes 28 50 $24,228 PY2022
- American Benefit Corporation codes 13 50 $21,317 PY2022
- Clark, Schaefer, Hackett & Co. codes 10 50 $13,000 PY2022
- Segall, Bryant & Hamill codes 50 $8,359 PY2022
- US Bank codes 21 50 $7,419 PY2022
- Afl-Cio Building Investment Trust Sched. D C $919,710 PY2022
- Cuni, Rust & Strenk codes 11 PY2022
What changed
3 events
- Jun 1, 2024Assets changedPlasterers Local 1 Pension Plan plan assets $12M -> $14M (+11.2%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedPlasterers Local 1 Pension Plan total assets $12M -> $14M (+10.7%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Consultant changedinferenceFrsecure appears on Plasterers Local 1 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Frsecureaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316127284-001
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.