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

Insulators and Allied Workers National Pension Fun

Taft-Hartley planPembroke Pines, FL
Assets
$597M
Total assets, Jun 30, 2025 reported
Funded
77.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
54
none on the tape
Plan sponsor: Board of Trustees of the Insulators and Allied Workers National Pensio
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Non-interest-bearing cash 1.6%
  • Corporate debt instruments (other) 9.8%
  • U.S. Government securities 2.5%
  • Partnership/joint venture interests 30.5%
  • 103-12 investment entities 8.2%
  • Common/collective trusts 25.6%
  • Pooled separate accounts 1.0%
  • Common stock 17.1%
Consultants and advisers
8 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
54 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$20.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$21.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025LSV International Equity Trust103 12 ieLSV Int'l Value Equity TrustPublic equity$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$203,861 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$41,901 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$183,233 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Largecap Value III Sa-R6separate accountPrincipalPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$332,669 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$197,365 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$190,220 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$216,691 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$163,633 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$454,866 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$192,452 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$88.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jpmcb Corporate High Yield Fundcollective trustJP Morgan ChaseFixed income$26.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024LSV International Equity Trust103 12 ieLSV Int'l Value Equity TrustPublic equity$21.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$176,509 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$36,577 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$155,158 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Largecap Value III Sa-R6separate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$201,904 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$178,521 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$176,559 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$197,877 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$161,577 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$443,933 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$156,726 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$79.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Jpmcb Corporate High Yield Fundcollective trustJP Morgan ChaseFixed income$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023LSV International Equity Trust103 12 ieLSV Int'l Value Equity TrustPublic equity$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$156,823 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Glbl Emerg Markets Sa-Zseparate accountPrincipalPooled vehicles$32,453 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Intl I Separate Acct-R6separate accountPrincipalPooled vehicles$137,600 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Largecap Value III Sa-R6separate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$606,782 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$170,028 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$157,200 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$183,502 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$146,797 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$488,046 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$146,723 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$63.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Jpmcb Corporate High Yield Fundcollective trustJP Morgan ChaseFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$597M Jun 30, 2025 reported Form 5500
$564M (2024-06) · $537M (2023-06)
Plan assets
$564M Jul 1, 2024 reported Form 5500
$537M (2023-07) · $525M (2022-07)
Net assets
$596M Jun 30, 2025 reported Form 5500
$564M (2024-06) · $537M (2023-06)
Funded ratio
77.3% Jul 1, 2024 reported Form 5500
75.1% (2023-07) · 73.4% (2022-07)
Participants
6,715 Jul 1, 2024 reported Form 5500
6,722 (2023-07) · 7,336 (2022-07)
Contributions
$40.6M Jun 30, 2025 reported Form 5500
$43.5M (2024-06) · $39.8M (2023-06)
Benefits paid
$61.2M Jun 30, 2025 reported Form 5500
$61.1M (2024-06) · $59.4M (2023-06)
Net investment income
$32.1M Jun 30, 2025 reported Form 5500
$26.8M (2024-06) · $12.2M (2023-06)
Investment management fees
$3.0M Jun 30, 2025 reported Form 5500
$4.2M (2024-06) · $3.1M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20256,715n/an/an/a$597M$182Mn/an/a
2023 to Jun 30, 20246,722n/an/an/a$564M$187Mn/an/a
2022 to Jun 30, 20237,336n/an/an/a$537M$198Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • National Employee Benefits Administ codes 13 50 $519,371 PY2024
  • Intercontinental Real Estate Corpor codes 28 50 51 $370,126 PY2024
  • Boston Partners codes 19 28 50 51 $267,978 PY2024
  • The Segal Company codes 11 $240,926 PY2024
  • Investment Performance Services codes 27 50 $175,000 PY2024
  • National Investment Services codes 19 28 50 51 $128,040 PY2024
  • O'Donoghue & O'Donoghue codes 29 50 $126,982 PY2024
  • Janus Henderson codes 28 50 51 $120,917 PY2024
  • Hardman Johnston codes 28 50 51 $117,149 PY2024
  • Pnc codes 19 50 62 68 $80,690 PY2024
  • Great Lakes codes 19 28 50 51 $76,913 PY2024
  • Calibre CPA Group, PLLC codes 10 50 $75,689 PY2024
  • State Street Global Advisors codes 19 51 52 99 $31,775 PY2024
  • Abel Noser codes 28 50 51 $5,788 PY2024
  • LSV International Value Equity Trus Sched. D E $27.1M PY2024
  • Newtower Trust Company Multi-Employ Sched. D C $18.0M PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P $203,861 PY2024
  • Prin Glbl Emerging Markets Separate Sched. D P $41,901 PY2024
  • Prin Intl Equity Separate Acct-R6 Sched. D P $183,233 PY2024
  • Prin Largecap Growth I Sa-R6 Sched. D P $2.5M PY2024
  • Prin Largecap Value III Sa-R6 Sched. D P $1.4M PY2024
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $332,669 PY2024
  • Prin Midcap Growth III Sa-R6 Sched. D P $197,365 PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P $190,220 PY2024
  • Prin Smallcap Growth I Sa-R6 Sched. D P $216,691 PY2024
  • Prin Smallcap Value II Sa-R6 Sched. D P $163,633 PY2024
  • Prin US Property Sep Acct-R6 Sched. D P $454,866 PY2024
  • Principal Overseas Sep Acct-R6 Sched. D P $192,452 PY2024
  • State Street Russell 1000 Growth I Sched. D C $88.4M PY2024
  • Commingled Pension Trust Fund (corp Sched. D C $26.1M PY2024
  • Hardman Johnson International Equit Sched. D E $21.7M PY2024
  • Earnest Partners Multiple Investmen Sched. D C $20.3M PY2024
  • Segal Consulting codes 11 PY2024
  • National Employee Benefits Administ codes 13 50 $564,727 PY2023
  • Intercontinental Real Estate Corpor codes 28 50 51 $371,653 PY2023
  • The Segal Company codes 11 50 $354,275 PY2023
  • Boston Partners codes 19 28 50 51 $268,853 PY2023
  • Janus Henderson codes 28 50 51 $196,495 PY2023
  • O'Donoghue & O'Donoghue codes 29 50 $195,156 PY2023
  • Investment Performance Services codes 27 50 $175,000 PY2023
  • National Investment Services codes 19 28 50 51 $124,175 PY2023
  • Hardman Johnston codes 28 50 51 $117,622 PY2023
  • Pnc codes 19 50 62 68 $99,264 PY2023
  • Great Lakes codes 19 28 50 51 $99,079 PY2023
  • Calibre CPA Group, PLLC codes 10 50 $75,963 PY2023
  • State Street Global Advisors codes 19 51 52 99 $24,348 PY2023
  • Top Drawer Media Solutions codes 36 49 50 $18,787 PY2023
  • Abel Noser codes 28 50 51 $5,513 PY2023
  • Hardman Johnson International Equit Sched. D E $17.0M PY2023
  • LSV International Value Equity Trus Sched. D E $21.5M PY2023
  • Newtower Trust Company Multi-Employ Sched. D C $18.7M PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $176,509 PY2023
  • Prin Glbl Emerging Markets Separate Sched. D P $36,577 PY2023
  • Prin Intl Separate Acct-R6 Sched. D P $155,158 PY2023
  • Prin Largecap Growth I Sa-R6 Sched. D P $2.2M PY2023
  • Prin Largecap Value III Sa-R6 Sched. D P $1.3M PY2023
  • Prin Lgcap S&p 500 Index Sa-R6 Sched. D P $201,904 PY2023
  • Prin Midcap Growth III Sa-R6 Sched. D P $178,521 PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $176,559 PY2023
  • Prin Smallcap Growth I Sa-R6 Sched. D P $197,877 PY2023
  • Prin Smallcap Value II Sa-R6 Sched. D P $161,577 PY2023
  • Prin US Property Sep Acct-R6 Sched. D P $443,933 PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P $156,726 PY2023
  • State Street Russell 1000 Growth I Sched. D C $79.0M PY2023
  • Commingled Pension Trust Fund (corp Sched. D C $24.8M PY2023
  • Earnest Partners Multiple Investmen Sched. D C $17.0M PY2023
  • Segal Consulting codes 11 PY2023
  • National Employee Benefits Administ codes 13 50 $624,410 PY2022
  • Intercontinental Real Estate Corpor codes 28 50 51 $368,100 PY2022
  • The Segal Company codes 11 $353,835 PY2022
  • Boston Partners codes 19 28 50 51 $265,825 PY2022
  • O'Donoghue & O'Donoghue codes 29 50 $234,168 PY2022
  • Investment Performance Services codes 27 50 $175,000 PY2022
  • Janus Henderson codes 28 50 51 $170,133 PY2022
  • Great Lakes codes 19 28 50 51 $108,792 PY2022
  • Hardman Johnston codes 28 50 51 $107,534 PY2022
  • Calibre CPA Group, PLLC codes 10 50 $93,878 PY2022
  • Pnc codes 19 50 62 68 $87,566 PY2022
  • National Investment Services codes 19 28 50 51 $84,685 PY2022
  • Novara Tesija Catenacci Mcdonald & codes 29 50 $54,077 PY2022
What changed
2 events
  • Jul 1, 2024Funded status changed
    Insulators and Allied Workers National Pension Fun funded ratio 75.1% -> 77.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    State Street Global Advisors no longer appears on Insulators and Allied Workers National Pension Fun's Schedule C as investment manager (plan year 2023 vs 2022)
    with State Street Global Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526038497-001
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.