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

Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund

Taft-Hartley planMilwaukee, WI
Assets
$39.9M
Total assets, Jul 31, 2025 reported
Funded
89.7%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
3
none on the tape
Plan sponsor: Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 6.7%
  • Registered investment companies 90.5%
Consultants and advisers
4 firms
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
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$39.9M Jul 31, 2025 reported Form 5500
$37.1M (2024-07) · $33.8M (2023-07)
Plan assets
$37.1M Aug 1, 2024 reported Form 5500
$33.7M (2023-08) · $33.6M (2022-08)
Net assets
$39.8M Jul 31, 2025 reported Form 5500
$37.1M (2024-07) · $33.7M (2023-07)
Funded ratio
89.7% Aug 1, 2024 reported Form 5500
91.0% (2023-08) · 89.6% (2022-08)
Participants
261 Aug 1, 2024 reported Form 5500
254 (2023-08) · 253 (2022-08)
Contributions
$2.3M Jul 31, 2025 reported Form 5500
$2.4M (2024-07) · $1.8M (2023-07)
Benefits paid
$2.8M Jul 31, 2025 reported Form 5500
$2.4M (2024-07) · $2.3M (2023-07)
Net investment income
$2.8M Jul 31, 2025 reported Form 5500
$3.3M (2024-07) · $152,686 (2023-07)
Investment management fees
$42,550 Jul 31, 2025 reported Form 5500
$42,494 (2024-07) · $40,321 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 2025261n/an/an/a$39.9Mn/an/an/a
2023 to Jul 31, 2024254n/an/an/a$37.1Mn/an/an/a
2022 to Jul 31, 2023253n/an/an/a$33.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2024Consultant changedinference
    Andco no longer appears on Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Mariner (andco)askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mariner Wealth Advisors, LLC appears on Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Mariner Wealth Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510167810-001
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.