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 & Pipefitters Local No 189 Pension Plan
Taft-Hartley planColumbus, OH
Assets
$202M
Total assets, Mar 31, 2025 reported
Funded
108.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
8
none on the tape
Plan sponsor: Plumbers & Pipefitters Local No 189 and Mcaco
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.0%
- Common/collective trusts 4.1%
- Registered investment companies 93.8%
Consultants and advisers
10 firms
- Western Asset Management Investment adviser (plan)through Mar 31, 2025 Form 5500
- Western Asset Mgmt Company, LLC Investment adviser (plan)through Mar 31, 2024 Form 5500
- Bridgeway Benefit Technologies Investment adviser (plan)General consultantthrough Mar 31, 2024 Form 5500
- SEI Investment Management Co Investment adviser (plan)through Mar 31, 2023 Form 5500
- Hamilton Capital Investment adviser (plan)through Mar 31, 2023 Form 5500
- Comerica Custodianthrough Mar 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Mar 31, 2024 Form 5500
- Segal Marco Advisors Custodianthrough Mar 31, 2024 Form 5500
- SEI Investments Company Custodianthrough Mar 31, 2023 Form 5500
- Segal Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Core Property Collective Fund3 rows, latest Mar 31, 2025
- SEI Structrued Credit Collective Fd2 rows, latest Mar 31, 2024
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $636,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $937,235 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $14.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $498,405 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $23.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Structured Credit Collective Fdcollective trust | SEI Structrued Credit Collective Fd | Private credit | $20.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$562,717 (2024-03) · $748,213 (2023-03)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 1,978 | n/a | n/a | n/a | $202M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,820 | n/a | n/a | n/a | $192M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,718 | n/a | n/a | n/a | $173M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Marco codes 18 50 $243,764 PY2024
- P&p No. 189 H&w Fund Administrators codes 13 50 $163,552 PY2024
- Milliman, Inc. codes 11 16 50 $117,315 PY2024
- WA US Core Plus LLC codes 27 50 $39,191 PY2024
- Vorys, Sater, Seymour & Pease codes 29 50 $35,000 PY2024
- Clark, Schaefer, Hackett & Co. codes 10 50 $32,000 PY2024
- Bridge Benefit Technologies codes 27 50 $18,067 PY2024
- Comerica codes 19 72 $15,314 PY2024
- Lanz Printing Company codes 50 99 $9,154 PY2024
- Western Asset Management Co. codes 27 50 $8,814 PY2024
- SEI Energy Debt Cit Sched. D C $636,298 PY2024
- SEI Core Property Collective Fund Sched. D C $7.7M PY2024
- SEI Structured Credit Collective Sched. D C PY2024
- Milliman, Inc. codes 11 PY2024
- P&p No. 189 H&w Fund Administrators codes 13 50 $367,382 PY2023
- SEI - Investment Management Corp. codes 19 50 $301,881 PY2023
- Segal Marco codes 18 50 $215,598 PY2023
- Segal Consulting codes 11 16 50 $46,832 PY2023
- Comerica codes 19 72 $35,168 PY2023
- Vorys, Sater, Seymour & Pease codes 29 50 $35,001 PY2023
- Clark, Schaefer, Hackett & Co. codes 10 50 $27,250 PY2023
- WA US Core Plus LLC codes 27 50 $10,066 PY2023
- Ifebp codes 49 50 $5,467 PY2023
- Bridge Benefit Technologies codes 27 50 $5,300 PY2023
- SEI Energy Debt Cit Sched. D C $937,235 PY2023
- SEI Core Property Collective Fund Sched. D C $14.3M PY2023
- SEI Structured Credit Collective Sched. D C $498,405 PY2023
- Milliman, Inc. codes 11 PY2023
- SEI - Investment Management Corp. codes 19 50 $724,137 PY2022
- P&p No. 189 H&w Fund Administrators codes 13 50 $354,058 PY2022
- Segal Consulting codes 11 16 50 $61,695 PY2022
- Vorys, Sater, Seymour & Pease codes 29 50 $34,999 PY2022
- Clark, Schaefer, Hackett & Co. codes 10 50 $25,160 PY2022
- SEI - Private Trust Co. codes 27 28 50 $24,076 PY2022
- Ifebp codes 49 50 $9,427 PY2022
- Hamilton Capital codes 27 50 $9,120 PY2022
- Bridge Benefit Technologies codes 16 50 $8,159 PY2022
- Innovative Software Solutions, Inc. codes 15 50 $6,450 PY2022
- SEI Energy Debt Cit Sched. D C $1.9M PY2022
- SEI Core Property Collective Fund Sched. D C $23.4M PY2022
- SEI Structured Credit Collective Sched. D C $20.7M PY2022
- Segal codes 11 PY2022
What changed
11 events
- Mar 31, 2025Holding endedinferencePlumbers & Pipefitters Local No 189 Pension Plan no longer reports SEI Structured Credit Collective Fd (SEI Structrued Credit Collective Fd) (last held $498,405 at 2024-03-31; absent from the 2025-03-31 filing)with SEI Structrued Credit Collective Fdaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSegal Consulting no longer appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Segalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWestern Asset Management Co. appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMilliman, Inc. appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Apr 1, 2024Funded status changedPlumbers & Pipefitters Local No 189 Pension Plan funded ratio 103.6% -> 108.9% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedPlumbers & Pipefitters Local No 189 Pension Plan plan assets $172M -> $191M (+11.1%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedPlumbers & Pipefitters Local No 189 Pension Plan total assets $173M -> $192M (+11.1%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Consultant changedinferenceHamilton Capital no longer appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Hamilton Capitalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWA US Core Plus LLC appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSEI - Private Trust Co. no longer appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Investment Management Coaskebsa.dol.gov
- Apr 1, 2023Funded status changedPlumbers & Pipefitters Local No 189 Pension Plan funded ratio 99.2% -> 103.6% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310894807-001
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.