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

Western States Insulators and Allied Workers' Pension Plan

Taft-Hartley planPleasanton, CA
Assets
$492M
Total assets, Dec 31, 2024 reported
Funded
117.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
33
1 managers on Schedule C
Plan sponsor: Trustees of W. States Insulators & Allied Workers Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (preferred) 0.0%
  • Partnership/joint venture interests 6.0%
  • 103-12 investment entities 3.0%
  • Common/collective trusts 50.5%
  • Registered investment companies 32.3%
  • Common stock 6.4%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
33 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga/tuckerman Global Real Estatecollective trustState Street Bank and Trust CompanyReal estate$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$56.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$45.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wellington Cft Blended Opportunisticollective trustWellington Trust Company, NaPooled vehicles$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners Emerging Markets Equitcollective trustReliance Trust CompanyPublic equity$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga/tuckerman Global Real Estatecollective trustState Street Bank and Trust CompanyReal estate$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$45.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$45.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf Emerging Local Debtcollective trustWellington Em Local Debt FundPrivate credit$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GQG Partners Emerging Markets Equitcollective trustReliance Trust CompanyPublic equity$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$33.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga/tuckerman Global Real Estatecollective trustState Street Bank and Trust CompanyReal estate$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 2000 Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$36.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$42.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Emerging Local Debtcollective trustWellington Em Local Debt FundPrivate credit$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GQG Partners Emerging Markets Equitcollective trustReliance Trust CompanyPublic equity$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$492M Dec 31, 2024 reported Form 5500
$468M (2023-12) · $427M (2022-12)
Plan assets
$489M Jan 1, 2024 reported Form 5500
$449M (2023-01) · $510M (2022-01)
Net assets
$491M Dec 31, 2024 reported Form 5500
$468M (2023-12) · $426M (2022-12)
Funded ratio
117.8% Jan 1, 2024 reported Form 5500
118.9% (2023-01) · 115.3% (2022-01)
Participants
6,020 Jan 1, 2024 reported Form 5500
5,970 (2023-01) · 5,968 (2022-01)
Contributions
$23.0M Dec 31, 2024 reported Form 5500
$23.1M (2023-12) · $21.4M (2022-12)
Benefits paid
$30.8M Dec 31, 2024 reported Form 5500
$30.1M (2023-12) · $30.1M (2022-12)
Net investment income
$23.6M Dec 31, 2024 reported Form 5500
$41.6M (2023-12) · $-58.0M (2022-12)
Investment management fees
$730,934 Dec 31, 2024 reported Form 5500
$635,444 (2023-12) · $812,731 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,020n/an/an/a$492M$29.4Mn/an/a
2023 to Dec 31, 20235,970n/an/an/a$468M$27.5Mn/an/a
2022 to Dec 31, 20225,968n/an/an/a$427M$24.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Benesys Administrators codes 13 36 49 50 $397,488 PY2024
  • ASB Capital Management LLC codes 28 50 51 $269,813 PY2024
  • Meketa Investment Group, Inc. codes 17 27 50 $156,408 PY2024
  • Kanye Anderson Rudnick codes 28 50 68 $135,656 PY2024
  • Cherion, Inc. codes 11 17 50 $115,697 PY2024
  • Withumsmith&brown, PC codes 10 50 $89,794 PY2024
  • Kraw Law Group, Apc codes 29 50 $87,522 PY2024
  • Smart Source LLC codes 36 50 $83,429 PY2024
  • Washington Capital codes 28 50 51 $70,800 PY2024
  • Amalgamated Bank codes 19 50 51 52 $66,003 PY2024
  • Sands Capital Management, LLC codes 28 50 51 68 $43,801 PY2024
  • Iron Mountain codes 49 50 $21,884 PY2024
  • Compliance Verification, Inc codes 10 50 $19,293 PY2024
  • Wohlner Kaplon Cutler Halford Rosen codes 29 50 $14,562 PY2024
  • Fremont Bank codes 18 50 $7,893 PY2024
  • Stephen Horn Insurance Services codes 53 PY2024
  • Washington Capital Joint Master Tru Sched. D E $14.6M PY2024
  • State Street Global Re Nonlending Sched. D C $2.7M PY2024
  • Ssga Russel 2000 Index Securities N Sched. D C $2.4M PY2024
  • State Street S&p 500(r) Flagship Nl Sched. D C $56.8M PY2024
  • S&p Midcap 400 Index Nl Fund Sched. D C $22.1M PY2024
  • Ssga S&p Glb Lge M/c Nat Res Idx Fu Sched. D C $14.9M PY2024
  • Ssga Tips Index Nl Fund Sched. D C $31.1M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $22.5M PY2024
  • Ssga U.S. Aggregate Bond Index Nl F Sched. D C $45.8M PY2024
  • Wtc-Ctf Blended Opportunistic Emerg Sched. D C $18.7M PY2024
  • GQG Partners Emerging Market Sched. D C $31.2M PY2024
  • Cheiron, Inc. codes 11 PY2024
  • Benesys Administrators codes 13 36 49 50 $388,252 PY2023
  • Amalgamated Bank codes 19 50 51 52 $205,812 PY2023
  • ASB Capital Management LLC codes 28 50 51 $197,641 PY2023
  • Kayne, Anderson, Rudnick codes 28 50 68 $145,415 PY2023
  • Meketa Investment Group, Inc. codes 17 27 50 $127,588 PY2023
  • Cheiron, Inc. codes 11 17 50 $110,851 PY2023
  • Withumsmith+brown, PC. codes 10 50 $84,740 PY2023
  • Smart Source LLC codes 36 50 $73,109 PY2023
  • Washington Capital Management, Inc. codes 28 50 51 $50,533 PY2023
  • Compliance Verification codes 10 50 $45,203 PY2023
  • Kraw Law Group, Apc codes 29 50 $24,888 PY2023
  • Sands Capital Management, Inc codes 28 50 51 52 68 $24,752 PY2023
  • Iron Mountain codes 49 50 $14,809 PY2023
  • Wohlner Kaplon Cutler Halford codes 29 50 $11,812 PY2023
  • Fremont Bank codes 18 50 $7,885 PY2023
  • Stephen Horn Insurance Services codes 53 PY2023
  • ASB Allegiance Real Estate Fund Sched. D C $26.5M PY2023
  • Global Real Estate Sec Indx Nl Fund Sched. D C $2.6M PY2023
  • Ssga Russel 2000 Index Securities N Sched. D C $2.2M PY2023
  • S&p 500 R Flagship Nl Fund Sched. D C $45.4M PY2023
  • S&p Midcap 400 Index Nl Fund Sched. D C $19.4M PY2023
  • Ssga Tips Index Nl Fund Sched. D C $30.5M PY2023
  • Ssga U.S. Aggregate Bond Index Nl F Sched. D C $45.2M PY2023
  • Wtc-Ctf Emerging Markets Debt Sched. D C $18.5M PY2023
  • GQG Partners Emerging Market Sched. D C $29.4M PY2023
  • Washington Capital Joint Master Tru Sched. D E $13.9M PY2023
  • Ssga S&p Glb Lge M/c Nat Res Idx Fu Sched. D C $15.8M PY2023
  • Cheiron, Inc. codes 11 PY2023
  • Benesys Administrators codes 13 36 49 50 $420,530 PY2022
  • ASB Capital Management LLC codes 28 50 51 $292,572 PY2022
  • Amalgamated Bank codes 19 50 51 52 $151,960 PY2022
  • Meketa Investment Group, Inc. codes 17 27 50 $137,949 PY2022
  • Withumsmith+brown, PC codes 10 50 $123,808 PY2022
  • Cheiron, Inc. codes 11 17 50 $92,095 PY2022
  • Kayne, Adnerson, Rudnick codes 28 50 68 $87,508 PY2022
  • Washington Capital Management, Inc. codes 28 50 51 $65,822 PY2022
  • State Street Global Advisors codes 18 19 28 50 51 52 $57,452 PY2022
  • Kraw Law Group, Apc codes 29 50 $48,769 PY2022
  • Iron Mountain codes 49 50 $19,486 PY2022
  • Sands Capital Management, Inc codes 28 50 51 52 68 $19,468 PY2022
  • Compliance Verification codes 10 50 $15,919 PY2022
  • Fremont Bank codes 18 50 $14,837 PY2022
  • Smart Source LLC codes 36 50 $8,862 PY2022
  • Wohlner Kaplon Cutler Halford codes 29 50 $5,614 PY2022
  • ASB Allegiance Real Estate Fund Sched. D C $33.7M PY2022
  • Global Real Estate Sec Indx Nl Fund Sched. D C $7.5M PY2022
  • Ssga Russel 2000 Index Securities N Sched. D C $1.9M PY2022
  • S&p 500 R Flagship Nl Fund Sched. D C $36.0M PY2022
  • S&p Midcap 400 Index Nl Fund Sched. D C $16.7M PY2022
  • Ssga S&p Glb Lge M/c Nat Res Idx Fu Sched. D C $25.5M PY2022
  • Ssga Tips Index Nl Fund Sched. D C $29.4M PY2022
  • Ssga U.S. Aggregate Bond Index Nl F Sched. D C $42.8M PY2022
What changed
5 events
  • Dec 31, 2024Holding endedinference
    Western States Insulators and Allied Workers' Pension Plan no longer reports Wtc-Ctf Emerging Local Debt (Wellington Em Local Debt Fund) (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Em Local Debt Fundaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western States Insulators and Allied Workers' Pension Plan first reports an interest in Wellington Cft Blended Opportunisti (Wellington Trust Company, Na): $19M at 2024-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Global Advisors no longer appears on Western States Insulators and Allied Workers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Bank & Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Western States Insulators and Allied Workers' Pension Plan funded ratio 115.3% -> 118.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Western States Insulators and Allied Workers' Pension Plan plan assets $510M -> $449M (-11.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510155190-001
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.