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.

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Taft-Hartley plan

I•••••• E••••••••• W•••••• P•••••• P•••

Taft-Hartley planIndianapolis, IN
Assets
$520M
Total assets, Jun 30, 2025 reported
Funded
96.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
15
1 managers on Schedule C
Plan sponsor: I•••••• E••••••••• W•••••• P•••••• T•••• F••• I•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.4%
  • Non-interest-bearing cash 1.5%
  • Corporate debt instruments (other) 4.4%
  • U.S. Government securities 2.2%
  • Other investments 0.3%
  • Partnership/joint venture interests 7.5%
  • Common/collective trusts 28.2%
  • Registered investment companies 14.7%
  • Common stock 35.7%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025L•••••• A•••• M••••••••• M••••• C••collective trustLyrical US Value Equity CitPooled vehicles$42.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025S••••• B••••• • H••••• I••• S• C••collective trustSEI Trust CompanyPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025L••••• S••••• C••• F•••• I••••• F•collective trustL••••• S•••••Fixed income$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025I•••••••• E••••• I•••• F•••collective trustChevy Chase Trust CompanyPublic equity$53.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024L••••• S••••• C••• F•••• I••••• F•collective trustL••••• S•••••Fixed income$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024I•••••••• E••••• I•••• F•••collective trustChevy Chase Trust CompanyPublic equity$55.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024A•••••••• G••••• C•• N•collective trustSEI Trust CompanyPooled vehicles$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024S••••• B••••• • H••••• I••• S• C••collective trustSEI Trust CompanyPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023L••••• S••••• C••• F•••• I••••• F•collective trustL••••• S•••••Fixed income$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023I•••••••• E••••• I•••• F•••collective trustChevy Chase Trust CompanyPublic equity$44.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023A•••••••• G••••• C•• N•collective trustSEI Trust CompanyPooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023S••••• B••••• • H••••• I••• S• C••collective trustSEI Trust CompanyPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$520M Jun 30, 2025 reported Form 5500
$466M (2024-06) · $409M (2023-06)
Plan assets
$466M Jul 1, 2024 reported Form 5500
$409M (2023-07) · $372M (2022-07)
Net assets
$520M Jun 30, 2025 reported Form 5500
$466M (2024-06) · $409M (2023-06)
Funded ratio
96.6% Jul 1, 2024 reported Form 5500
95.9% (2023-07) · 97.0% (2022-07)
Participants
4,349 Jul 1, 2024 reported Form 5500
3,997 (2023-07) · 3,841 (2022-07)
Contributions
$38.3M Jun 30, 2025 reported Form 5500
$31.5M (2024-06) · $25.6M (2023-06)
Benefits paid
$32.4M Jun 30, 2025 reported Form 5500
$28.1M (2024-06) · $26.0M (2023-06)
Net investment income
$54.5M Jun 30, 2025 reported Form 5500
$56.7M (2024-06) · $37.1M (2023-06)
Investment management fees
$1.5M Jun 30, 2025 reported Form 5500
$1.7M (2024-06) · $1.4M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20254,349n/an/an/a$520M$39.2Mn/an/a
2023 to Jun 30, 20243,997n/an/an/a$466M$24.8Mn/an/a
2022 to Jun 30, 20233,841n/an/an/a$409M$24.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Jun 30, 2025Holding started
    Indiana Electrical Workers Pension Plan first reports an interest in Lyrical Asset Management Master Col: $42M at 2025-06-30
    with L•••••• A•••• M••••••••• M••••• C••askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    Indiana Electrical Workers Pension Plan no longer reports Allspring Growth Cit N (last held $18M at 2024-06-30; absent from the 2025-06-30 filing)
    with A•••••••• G••••• C•• N•askebsa.dol.gov
  • Jun 30, 2025Assets changed
    Indiana Electrical Workers Pension Plan total assets $466M -> $520M (+11.7%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Garcia Hamilton & Associates no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with G••••• H••••••• • A••••••••• L•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    National Invst. Services of America appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with N••••••• I••••••••• S••• o• A•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Lyrical Asset Management no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with L•••••• P•••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Deroy & Devereaux no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with D•••• • D••••••••askebsa.dol.gov
  • Jul 1, 2024Assets changed
    Indiana Electrical Workers Pension Plan plan assets $409M -> $466M (+13.9%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Assets changed
    Indiana Electrical Workers Pension Plan total assets $409M -> $466M (+13.9%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Quest Investment Management no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Q•••• I••••••••• M••••••••• L••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351102579-001
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.