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

Ironworkers Local Union No. 167 Pension Plan

Taft-Hartley planGoodlettsville, TN
Assets
$73.5M
Total assets, Dec 31, 2024 reported
Funded
94.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
1 managers on Schedule C
Plan sponsor: Board of Trustees - Ironworkers Local Union No. 167 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.6%
  • Non-interest-bearing cash 0.5%
  • Insurance company general account 2.9%
  • Other investments 0.0%
  • Partnership/joint venture interests 10.4%
  • Common/collective trusts 71.8%
  • Registered investment companies 6.8%
  • Common stock 3.1%
Consultants and advisers
11 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
20 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 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Invesco Core Plus Fixed Income Truscollective trustInvesco National Trust CompanyFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Active Multi-Sector Creditcollective trustInvesco National Trust CompanyPrivate credit$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Active Multi-Sector Creditcollective trustInvesco National Trust CompanyPrivate credit$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$73.5M Dec 31, 2024 reported Form 5500
$61.5M (2023-12) · $54.4M (2022-12)
Plan assets
$61.0M Jan 1, 2024 reported Form 5500
$54.2M (2023-01) · $64.4M (2022-01)
Net assets
$72.9M Dec 31, 2024 reported Form 5500
$61.0M (2023-12) · $54.2M (2022-12)
Funded ratio
94.3% Jan 1, 2024 reported Form 5500
87.6% (2023-01) · 86.3% (2022-01)
Participants
878 Jan 1, 2024 reported Form 5500
582 (2023-01) · 557 (2022-01)
Contributions
$8.5M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $1.9M (2022-12)
Benefits paid
$4.5M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.4M (2022-12)
Net investment income
$11.9M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · $-10.2M (2022-12)
Investment management fees
$114,811 Dec 31, 2024 reported Form 5500
$62,878 (2023-12) · $79,184 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024878n/an/an/a$73.5M$7.6Mn/an/a
2023 to Dec 31, 2023582n/an/an/a$61.5M$6.0Mn/an/a
2022 to Dec 31, 2022557n/an/an/a$54.4M$6.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
13 events
  • Dec 31, 2024Holding endedinference
    Ironworkers Local Union No. 167 Pension Plan no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ironworkers Local Union No. 167 Pension Plan no longer reports Invesco Active Multi-Sector Credit (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Active Multi-Sector Creditaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Ironworkers Local Union No. 167 Pension Plan first reports an interest in Invesco Core Plus Fixed Income Trus: $10M at 2024-12-31
    with Invesco Core Plus Fixed Income Trusaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Fenimore Asset Management appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fenimore Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullicoaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    CCA Black, LP appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with CCA Black, LPaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Ironworkers Local Union No. 167 Pension Plan total assets $62M -> $74M (+19.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ironworkers Local Union No. 167 Pension Plan funded ratio 87.6% -> 94.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ironworkers Local Union No. 167 Pension Plan plan assets $54M -> $61M (+12.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    CCA Black, LP no longer appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with CCA Black, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Invesco Trust Company appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Invesco Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Ironworkers Local Union No. 167 Pension Plan total assets $54M -> $62M (+13.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ironworkers Local Union No. 167 Pension Plan plan assets $64M -> $54M (-15.9%, 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 620787578-001
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.