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

Iron Workers L. No.12 Pension Fund

Taft-Hartley planWallingford, CT
Assets
$33.7M
Total assets, Jun 30, 2025 reported
Funded
49.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
17
none on the tape
Plan sponsor: Iron Workers Local No. 12 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 4.6%
  • Common/collective trusts 40.9%
  • Pooled separate accounts 12.7%
  • Registered investment companies 29.5%
  • Common stock 9.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Pimco All Asset Collective Trustcollective trustSEI Investment TrustPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Loomis Sayles Strategic Alpha Trustcollective trustLoomis SaylesPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wtc-Cif II International Opportunitcollective trustWellington FdPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Aberdeen Emerging Markets Equity Fdcollective trustAberdeenPublic equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025William Blair Emerging Markets Growcollective trustWilliam Blair Investment ManagementPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pimco All Asset Collective Trustcollective trustSEI Investment TrustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Loomis Sayles Strategic Alpha Trustcollective trustLoomis SaylesPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wtc-Cif II International Opportunitcollective trustWellington FdPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Aberdeen Emerging Markets Equity Fdcollective trustAberdeenPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024William Blair Emerging Markets Growcollective trustWilliam Blair Investment ManagementPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pimco All Asset Collective Trustcollective trustSEI Investment TrustPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Loomis Sayles Strategic Alpha Trustcollective trustLoomis SaylesPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wtc-Cif II International Opportunitcollective trustWellington FdPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Aberdeen Emerging Markets Equity Fdcollective trustAberdeenPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$33.7M Jun 30, 2025 reported Form 5500
$30.8M (2024-06) · $30.8M (2023-06)
Plan assets
$30.8M Jul 1, 2024 reported Form 5500
$30.7M (2023-07) · $32.0M (2022-07)
Net assets
$33.6M Jun 30, 2025 reported Form 5500
$30.8M (2024-06) · $30.7M (2023-06)
Funded ratio
49.6% Jul 1, 2024 reported Form 5500
49.1% (2023-07) · 50.7% (2022-07)
Participants
659 Jul 1, 2024 reported Form 5500
656 (2023-07) · 659 (2022-07)
Contributions
$5.1M Jun 30, 2025 reported Form 5500
$3.8M (2024-06) · $3.2M (2023-06)
Benefits paid
$5.4M Jun 30, 2025 reported Form 5500
$5.4M (2024-06) · $5.4M (2023-06)
Net investment income
$2.8M Jun 30, 2025 reported Form 5500
$44,451 (2024-06) · $-1.2M (2023-06)
Investment management fees
$144,642 Jun 30, 2025 reported Form 5500
$141,825 (2024-06) · $164,644 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025659n/an/an/a$33.7Mn/an/an/a
2023 to Jun 30, 2024656n/an/an/a$30.8Mn/an/an/a
2022 to Jun 30, 2023659n/an/an/a$30.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Jun 30, 2024Holding started
    Iron Workers L. No.12 Pension Fund first reports an interest in William Blair Emerging Markets Grow (William Blair Investment Management): $1M at 2024-06-30
    with William Blair Investment Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141512731-001
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.