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

Pension Plan of Steamfitters Pension Fund 475

Taft-Hartley planWarren, NJ
Assets
$198M
Total assets, Dec 31, 2024 reported
Funded
98.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
28
none on the tape
Plan sponsor: Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.8%
  • Insurance company general account 1.3%
  • Partnership/joint venture interests 24.0%
  • 103-12 investment entities 1.5%
  • Common/collective trusts 58.0%
  • Pooled separate accounts 3.0%
  • Common stock 5.9%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
28 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Crescent Capital Trust IIcollective trustCrescent Capital Collective InvPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Senior Floating Rate Fund LLC103 12 ieLoomis Sayles and Company, L.P.Pooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lord Abbett Group Trust Core Incomecollective trustLord AbbettFixed income$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$48.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Senior Floating Rate Fund LLC103 12 ieLoomis Sayles and Company, L.P.Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lord Abbett Group Trust Core Incomecollective trustLord AbbettFixed income$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$44.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Crescent Capital Trust IIcollective trustCrescent Capital Collective InvPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Senior Floating Rate Fund LLC103 12 ieLoomis Sayles and Company, L.P.Pooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lord Abbett Group Trust Core Incomecollective trustLord AbbettFixed income$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco International Select Equitycollective trustInvesco Trust CompanyPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Crescent Capital Trust IIcollective trustCrescent Capital Collective InvPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$198M Dec 31, 2024 reported Form 5500
$182M (2023-12) · $166M (2022-12)
Plan assets
$182M Jan 1, 2024 reported Form 5500
$166M (2023-01) · $197M (2022-01)
Net assets
$198M Dec 31, 2024 reported Form 5500
$182M (2023-12) · $166M (2022-12)
Funded ratio
98.4% Jan 1, 2024 reported Form 5500
94.6% (2023-01) · 93.0% (2022-01)
Participants
1,050 Jan 1, 2024 reported Form 5500
1,040 (2023-01) · 1,050 (2022-01)
Contributions
$8.4M Dec 31, 2024 reported Form 5500
$9.4M (2023-12) · $7.7M (2022-12)
Benefits paid
$14.1M Dec 31, 2024 reported Form 5500
$13.6M (2023-12) · $13.9M (2022-12)
Net investment income
$16.2M Dec 31, 2024 reported Form 5500
$16.2M (2023-12) · $-30.8M (2022-12)
Investment management fees
$681,417 Dec 31, 2024 reported Form 5500
$632,849 (2023-12) · $605,724 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,050n/an/an/a$198M$47.6Mn/an/a
2023 to Dec 31, 20231,040n/an/an/a$182M$47.2Mn/an/a
2022 to Dec 31, 20221,050n/an/an/a$166M$41.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jan 1, 2024Funded status changed
    Pension Plan of Steamfitters Pension Fund 475 funded ratio 94.6% -> 98.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Pension Plan of Steamfitters Pension Fund 475 no longer reports Invesco International Select Equity (Invesco Trust Company) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Constitution Capital Partners appears on Pension Plan of Steamfitters Pension Fund 475's Schedule C as investment manager (plan year 2023 vs 2022)
    with Constitution Capital Partners, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Prudential Retirement Insurance and no longer appears on Pension Plan of Steamfitters Pension Fund 475's Schedule C as investment manager (plan year 2023 vs 2022)
    with Prudential Retirement & Annuity Insaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan of Steamfitters Pension Fund 475 plan assets $197M -> $166M (-15.6%, 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 226029738-001
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.