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

Local Union 903 I.B.E.W. Pension Plan

Taft-Hartley planMobile, AL
Assets
$81.0M
Total assets, Nov 30, 2025 reported
Funded
142.5%
Dec 1, 2024
Private markets target
n/a
policy Nov 30, 2025
Commitments
6
1 managers on Schedule C
Plan sponsor: Local Union 903 I.B.E.W. Pension Plan
Allocation policy
Form 5500, as of Nov 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.7%
  • Corporate debt instruments (other) 1.8%
  • U.S. Government securities 11.4%
  • Partnership/joint venture interests 14.4%
  • Common/collective trusts 18.0%
  • Registered investment companies 13.0%
  • Common stock 35.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CoPublic equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CoPublic equity$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CoPublic equity$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$81.0M Nov 30, 2025 reported Form 5500
$72.8M (2024-11) · $59.7M (2023-11)
Plan assets
$62.0M Dec 1, 2024 reported Form 5500
$51.5M (2023-12) · $48.1M (2022-12)
Net assets
$81.0M Nov 30, 2025 reported Form 5500
$72.8M (2024-11) · $59.7M (2023-11)
Funded ratio
142.5% Dec 1, 2024 reported Form 5500
121.7% (2023-12) · 118.1% (2022-12)
Participants
975 Dec 1, 2024 reported Form 5500
976 (2023-12) · 953 (2022-12)
Contributions
$4.2M Nov 30, 2025 reported Form 5500
$3.6M (2024-11) · $3.5M (2023-11)
Benefits paid
$3.2M Nov 30, 2025 reported Form 5500
$2.6M (2024-11) · $2.9M (2023-11)
Net investment income
$8.2M Nov 30, 2025 reported Form 5500
$13.1M (2024-11) · $4.0M (2023-11)
Investment management fees
$338,775 Nov 30, 2025 reported Form 5500
$331,594 (2024-11) · $237,065 (2023-11)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Nov 30, 2025975n/an/an/a$81.0M$11.7Mn/an/a
2023 to Nov 30, 2024976n/an/an/a$72.8M$11.6Mn/an/a
2022 to Nov 30, 2023953n/an/an/a$59.7M$11.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Nov 30, 2025Assets changed
    Local Union 903 I.B.E.W. Pension Plan total assets $73M -> $81M (+11.3%, 2024-11-30 to 2025-11-30)
    askebsa.dol.gov
  • Dec 1, 2024Funded status changed
    Local Union 903 I.B.E.W. Pension Plan funded ratio 121.7% -> 142.5% (2023-12-01 to 2024-12-01)
    askebsa.dol.gov
  • Dec 1, 2024Assets changed
    Local Union 903 I.B.E.W. Pension Plan plan assets $51M -> $62M (+20.4%, 2023-12-01 to 2024-12-01)
    askebsa.dol.gov
  • Nov 30, 2024Assets changed
    Local Union 903 I.B.E.W. Pension Plan total assets $60M -> $73M (+22.0%, 2023-11-30 to 2024-11-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Intercontinental Real Estate Corp appears on Local Union 903 I.B.E.W. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intercontinental Real Estate Corp.askebsa.dol.gov
  • Dec 1, 2023Funded status changed
    Local Union 903 I.B.E.W. Pension Plan funded ratio 118.1% -> 121.7% (2022-12-01 to 2023-12-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 646151461-001
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.