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

Ibew 332 Pension Plan - Part a

Taft-Hartley planSAN Jose, CA
Assets
$817M
Total assets, Dec 31, 2024 reported
Funded
91.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
2 managers on Schedule C
Plan sponsor: Board of Trustees, Ibew 332 Pension Plan - Part a
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.0%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 1.5%
  • U.S. Government securities 2.9%
  • Other investments 29.6%
  • Partnership/joint venture interests 30.8%
  • Common/collective trusts 13.7%
  • Common stock 17.7%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NIS Intermediate Fixed Income Qpcollective trustNational Investment Services of America, LLCFixed income$37.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bhms Large Cap Value Fundcollective trustSEI Trust CompanyPublic equity$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair International Leaderscollective trustWilliam Blair Investment ManagementPooled vehicles$36.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$61.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Timessquare International Small Capcollective trustGlobal Trust Company - TimessquarePublic equity$23.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023AB US Small & Mid Cap Core Cit (w Scollective trustWilmington Trust, N.A.Pooled vehicles$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ALL. Bern. Sustainable US Thematic103 12 ieAlliance Bernstein LPPooled vehicles$40.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$59.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Timessquare International Small Capcollective trustGlobal Trust Company - TimessquarePublic equity$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022AB US Small & Mid Cap Core Cit (w Scollective trustWilmington Trust, N.A.Pooled vehicles$32.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$38.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ALL. Bern. Sustainable US Thematic103 12 ieAlliance Bernstein LPPooled vehicles$37.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$817M Dec 31, 2024 reported Form 5500
$764M (2023-12) · $721M (2022-12)
Plan assets
$762M Jan 1, 2024 reported Form 5500
$718M (2023-01) · $846M (2022-01)
Net assets
$816M Dec 31, 2024 reported Form 5500
$762M (2023-12) · $718M (2022-12)
Funded ratio
91.2% Jan 1, 2024 reported Form 5500
89.1% (2023-01) · 108.5% (2022-01)
Participants
4,828 Jan 1, 2024 reported Form 5500
4,626 (2023-01) · 4,786 (2022-01)
Contributions
$41.5M Dec 31, 2024 reported Form 5500
$39.5M (2023-12) · $46.0M (2022-12)
Benefits paid
$51.4M Dec 31, 2024 reported Form 5500
$48.9M (2023-12) · $46.8M (2022-12)
Net investment income
$53.7M Dec 31, 2024 reported Form 5500
$40.4M (2023-12) · $-128M (2022-12)
Investment management fees
$1.1M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,828n/an/an/a$817M$252Mn/an/a
2023 to Dec 31, 20234,626n/an/an/a$764M$305Mn/an/a
2022 to Dec 31, 20224,786n/an/an/a$721M$310Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
20 events
  • Dec 31, 2024Holding started
    Ibew 332 Pension Plan - Part a first reports an interest in Bhms Large Cap Value Fund: $38M at 2024-12-31
    with Bhms Large Cap Value Fundaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ibew 332 Pension Plan - Part a no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $62M at 2023-12-31; absent from the 2024-12-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Dec 31, 2024Holding started
    Ibew 332 Pension Plan - Part a first reports an interest in William Blair International Leaders (William Blair Investment Management): $37M at 2024-12-31
    with William Blair Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ibew 332 Pension Plan - Part a no longer reports ALL. Bern. Sustainable US Thematic (last held $40M at 2023-12-31; absent from the 2024-12-31 filing)
    with Alliancebernstein Global Plus Fixedaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Ibew 332 Pension Plan - Part a first reports an interest in NIS Intermediate Fixed Income Qp: $37M at 2024-12-31
    with NIS Intermediate Fixed Income Qpaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ibew 332 Pension Plan - Part a no longer reports AB US Small & Mid Cap Core Cit (w S (last held $38M at 2023-12-31; absent from the 2024-12-31 filing)
    with AB US Small & Mid Cap Core Cit (w Saskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ibew 332 Pension Plan - Part a no longer reports Timessquare International Small Cap (last held $24M at 2023-12-31; absent from the 2024-12-31 filing)
    with Timessquare International Small Capaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    National Investment Services of Ame appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2024 vs 2023)
    with National Investment Svcs of Ameraskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Conestoga Capital Advisors LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2024 vs 2023)
    with Conestoga Capital Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Investment Performance Services LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Joseph Herrle no longer appears on Ibew 332 Pension Plan - Part a's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Joseph Herrleaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ibew 332 Pension Plan - Part a funded ratio 89.1% -> 91.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Ibew 332 Pension Plan - Part a no longer reports Loomis Sayles Core Plus Fixed Incom (Loomis Sayles) (last held $39M at 2022-12-31; absent from the 2023-12-31 filing)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    National Real Estate Advisors, LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Real Estate Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Indure Fund no longer appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)
    with Indure Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Parametric Portfolio Associates LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)
    with Parametric Portfolio Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rreef America L.L.C. appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rreef America Reit II, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Parametric no longer appears on Ibew 332 Pension Plan - Part a's Schedule C as investment manager (plan year 2023 vs 2022)
    with Parametricaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Ibew 332 Pension Plan - Part a funded ratio 108.5% -> 89.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew 332 Pension Plan - Part a plan assets $846M -> $718M (-15.1%, 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 942688032-004
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.