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

Plumbers Lu 690 Metal Trades Pension Plan

Taft-Hartley planPhiladelphia, PA
Assets
$20.2M
Total assets, Dec 31, 2024 reported
Funded
104.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: BD of Tees of Plumbers Lu 690 Metal Trades Pen Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Corporate debt instruments (other) 15.4%
  • Corporate debt instruments (preferred) 3.7%
  • U.S. Government securities 4.0%
  • Other investments 0.2%
  • Partnership/joint venture interests 22.6%
  • Common/collective trusts 51.4%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
13 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$601,053 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Global Advisors Llcollective trustHardman Johnston Global AdvisorsPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Small Midcap Core Trucollective trustLoomis SaylesPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$729,562 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Global Advisors Llcollective trustHardman Johnston Global AdvisorsPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$955,048 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Value Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Global Advisors Llcollective trustHardman Johnston Global AdvisorsPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$20.2M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $17.7M (2022-12)
Plan assets
$18.9M Jan 1, 2024 reported Form 5500
$17.6M (2023-01) · $19.8M (2022-01)
Net assets
$20.1M Dec 31, 2024 reported Form 5500
$18.9M (2023-12) · $17.6M (2022-12)
Funded ratio
104.4% Jan 1, 2024 reported Form 5500
103.1% (2023-01) · 100.9% (2022-01)
Participants
286 Jan 1, 2024 reported Form 5500
282 (2023-01) · 281 (2022-01)
Contributions
$1.4M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.4M (2022-12)
Benefits paid
$1.3M Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $1.2M (2022-12)
Net investment income
$1.3M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-2.1M (2022-12)
Investment management fees
$134,457 Dec 31, 2024 reported Form 5500
$141,857 (2023-12) · $128,563 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024286n/an/an/a$20.2M$4.6Mn/an/a
2023 to Dec 31, 2023282n/an/an/a$18.9M$4.8Mn/an/a
2022 to Dec 31, 2022281n/an/an/a$17.7M$4.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Holding started
    Plumbers Lu 690 Metal Trades Pension Plan first reports an interest in Loomis Sayles Small Midcap Core Tru (Loomis Sayles): $2M at 2024-12-31
    with Loomis Saylesaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Plumbers Lu 690 Metal Trades Pension Plan funded ratio 100.9% -> 103.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Plumbers Lu 690 Metal Trades Pension Plan plan assets $20M -> $18M (-10.8%, 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 236442844-001
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.