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 Pennsylvania Teamsters and Employers Pension Fund

Taft-Hartley planPittsburgh, PA
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
45.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
26
1 managers on Schedule C
Plan sponsor: W PA Teamsters & Employers Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (preferred) 30.1%
  • U.S. Government securities 9.8%
  • Other investments 4.3%
  • Partnership/joint venture interests 9.2%
  • 103-12 investment entities 3.6%
  • Common/collective trusts 10.3%
  • Pooled separate accounts 2.9%
  • Registered investment companies 5.2%
  • Common stock 18.3%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
26 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$83.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$34.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Victory Triv Emerg Mkt Sm Cap Collcollective trustGlobal Trust CompanyPooled vehicles$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$19.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$29.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Global Equity Long-Only Fund LP103 12 ieFiera Capital Inc.Public equity$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra European Credit Opp Fd II103 12 ieThe Bank of New York MellonPrivate credit$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$32.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Global Equity Long-Only Fund LP103 12 ieFiera Capital Inc.Public equity$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alcentra European Credit Opp Fd II103 12 ieThe Bank of New York MellonPrivate credit$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Alcentra European Credit Opportunit103 12 ieThe Bank of New York MellonPrivate credit$213,810 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nhit Multisector Full Discretion Trcollective trustLoomis Sayles Trust CompanyPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Columbia Emerging Markets Equity Fdcollective trustAmeriprise Trust CompanyPublic equity$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$50.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Global Equity Long-Only Fund LP103 12 ieFiera Capital Inc.Public equity$48.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alcentra European Credit Opp Fd II103 12 ieThe Bank of New York MellonPrivate credit$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Alcentra European Credit Opportunit103 12 ieThe Bank of New York MellonPrivate credit$438,961 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$40.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$30.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.6B Dec 31, 2024 reported Form 5500
$1.6B (2023-12) · $1.3B (2022-12)
Plan assets
$723M Jan 1, 2024 reported Form 5500
$580M (2023-01) · $663M (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.6B (2023-12) · $1.3B (2022-12)
Funded ratio
45.7% Jan 1, 2024 reported Form 5500
37.8% (2023-01) · 45.2% (2022-01)
Participants
20,069 Jan 1, 2024 reported Form 5500
20,504 (2023-01) · 21,018 (2022-01)
Contributions
$71.1M Dec 31, 2024 reported Form 5500
$351M (2023-12) · $797M (2022-12)
Benefits paid
$151M Dec 31, 2024 reported Form 5500
$141M (2023-12) · $195M (2022-12)
Net investment income
$19.4M Dec 31, 2024 reported Form 5500
$322M (2023-12) · $511M (2022-12)
Investment management fees
$6.1M Dec 31, 2024 reported Form 5500
$5.2M (2023-12) · $4.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202420,069n/an/an/a$1.6B$147Mn/an/a
2023 to Dec 31, 202320,504n/an/an/a$1.6B$123Mn/an/a
2022 to Dec 31, 202221,018n/an/an/a$1.3B$123Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
21 events
  • Dec 31, 2024Holding endedinference
    Western Pennsylvania Teamsters and Employers Pension Fund no longer reports Alcentra European Credit Opportunit (last held $213,810 at 2023-12-31; absent from the 2024-12-31 filing)
    with Alcentra European Credit Opportunitaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western Pennsylvania Teamsters and Employers Pension Fund first reports an interest in Victory Triv Emerg Mkt Sm Cap Coll: $27M at 2024-12-31
    with Victory Capital International Colleaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Western Pennsylvania Teamsters and Employers Pension Fund first reports an interest in EB Temporary Investment (BNY Mellon): $84M at 2024-12-31
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Prudential Investment Management no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pgim Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Walter Scott Group no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Walter Scott Ncsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Schroder Invest. Mgmt. N. America no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Schroder Invest. Mgmt. N. Americaaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Victory Capital Management Inc. appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Victory Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Invesco Ltd. no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Invescoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Entrust Global Ltd. no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Entrust Global Ltd.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Western Pennsylvania Teamsters and Employers Pension Fund funded ratio 37.8% -> 45.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Western Pennsylvania Teamsters and Employers Pension Fund plan assets $580M -> $723M (+24.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Western Pennsylvania Teamsters and Employers Pension Fund no longer reports Columbia Emerging Markets Equity Fd (last held $14M at 2022-12-31; absent from the 2023-12-31 filing)
    with Columbia Emerging Markets Equity Fdaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Alcentra Asset Management Ltd. no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alcentra Asset Management Ltd.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    C.S. Mckee, LP appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with C.S. Mckeeaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    William Blair & Company no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blair & Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Hudson Edge Investment Partners Inc appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hudson Edge Investment Partners Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Invesco Ltd. appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invescoaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Commonwealth Investment Management appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Commonwealth Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Western Pennsylvania Teamsters and Employers Pension Fund total assets $1.3B -> $1.6B (+25.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Western Pennsylvania Teamsters and Employers Pension Fund funded ratio 45.2% -> 37.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Western Pennsylvania Teamsters and Employers Pension Fund plan assets $663M -> $580M (-12.5%, 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 256029946-001
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.