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

Western PA Electrical Employees Pension Trust Fund

Taft-Hartley planPittsburgh, PA
Assets
$929M
Total assets, Dec 31, 2025 reported
Funded
142.0%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
29
3 managers on Schedule C
Plan sponsor: Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 10.5%
  • Corporate debt instruments (preferred) 1.7%
  • Other investments 0.0%
  • Partnership/joint venture interests 9.0%
  • Common/collective trusts 52.6%
  • Registered investment companies 15.6%
  • Common stock 10.1%
Consultants and advisers
12 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
29 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$42.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Erect Fundscollective trustAmeriservePooled vehicles$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$52.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$268M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Loomis Sayles Core Fixed Income Trucollective trustLoomis Sayles Trust CompanyFixed income$35.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025QMA US Small Cap Core Equitycollective trustPrudential Trust Co.Public equity$32.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Union Labor Life (j Acct)collective trustUllico Investment Advisors, Inc.Pooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Hood River Small/mid Cap Growth Citcollective trustSEI Investment CompanyPooled vehicles$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$41.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Erect Fundscollective trustAmeriservePooled vehicles$26.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$48.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$227M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Core Fixed Income Trucollective trustLoomis Sayles Trust CompanyFixed income$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024QMA US Small Cap Core Equitycollective trustPrudential Trust Co.Public equity$74.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Union Labor Life (j Acct)collective trustUllico Investment Advisors, Inc.Pooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$43.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Erect Fundscollective trustAmeriservePooled vehicles$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$42.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$204M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Core Fixed Income Trucollective trustLoomis Sayles Trust CompanyFixed income$32.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023QMA US Small Cap Core Equitycollective trustPrudential Trust Co.Public equity$71.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Union Labor Life (j Acct)collective trustUllico Investment Advisors, Inc.Pooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$51.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Erect Fundscollective trustAmeriservePooled vehicles$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$162M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Core Fixed Income Trucollective trustLoomis Sayles Trust CompanyFixed income$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022QMA US Small Cap Core Equitycollective trustPrudential Trust Co.Public equity$58.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Union Labor Life (j Acct)collective trustUllico Investment Advisors, Inc.Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
40 readings
Total assets
$929M Dec 31, 2025 reported Form 5500
$823M (2024-12) · $735M (2023-12) · $652M (2022-12)
Plan assets
$823M Jan 1, 2025 reported Form 5500
$735M (2024-01) · $651M (2023-01) · $715M (2022-01)
Net assets
$929M Dec 31, 2025 reported Form 5500
$823M (2024-12) · $735M (2023-12) · $651M (2022-12)
Funded ratio
142.0% Jan 1, 2025 reported Form 5500
142.6% (2024-01) · 134.2% (2023-01) · 132.2% (2022-01)
Participants
4,769 Jan 1, 2025 reported Form 5500
4,966 (2024-01) · 4,886 (2023-01) · 4,778 (2022-01)
Contributions
$42.0M Dec 31, 2025 reported Form 5500
$39.1M (2024-12) · $36.4M (2023-12) · $33.5M (2022-12)
Benefits paid
$32.2M Dec 31, 2025 reported Form 5500
$29.7M (2024-12) · $28.8M (2023-12) · $28.2M (2022-12)
Net investment income
$106M Dec 31, 2025 reported Form 5500
$88.0M (2024-12) · $83.5M (2023-12) · $-63.6M (2022-12)
Investment management fees
$2.9M Dec 31, 2025 reported Form 5500
$2.6M (2024-12) · $2.4M (2023-12) · $1.7M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,769n/an/an/a$929M$83.6Mn/an/a
2024 to Dec 31, 20244,966n/an/an/a$823M$77.9Mn/an/a
2023 to Dec 31, 20234,886n/an/an/a$735M$77.0Mn/an/a
2022 to Dec 31, 20224,778n/an/an/a$652M$57.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
14 events
  • Dec 31, 2025Holding started
    Western PA Electrical Employees Pension Trust Fund first reports an interest in Hood River Small/mid Cap Growth Cit (SEI Investment Company): $30M at 2025-12-31
    with SEI Investment Companyaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    Comerica Bank no longer appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Comerica Bankaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    IFM Global Infrastructure (US) LP appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with IFM Global Infrastructure (US) LPaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    Newtower Trust Company appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Newtower Trust Companyaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    Intercontinental Real Estate Corp. appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with International Real Estate Corporatiaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    Marco Consulting Group, Inc. appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as pension consultant (plan year 2025 vs 2024)
    with Segal Marco Consultingaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    Boyd Watterson Asset Management LLC appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Boyd Watterson Asset Managementaskebsa.dol.gov
  • Dec 31, 2025Assets changed
    Western PA Electrical Employees Pension Trust Fund total assets $823M -> $929M (+12.9%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    Western PA Electrical Employees Pension Trust Fund plan assets $735M -> $823M (+12.0%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Western PA Electrical Employees Pension Trust Fund total assets $735M -> $823M (+12.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Western PA Electrical Employees Pension Trust Fund funded ratio 134.2% -> 142.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Western PA Electrical Employees Pension Trust Fund plan assets $651M -> $735M (+12.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Western PA Electrical Employees Pension Trust Fund total assets $652M -> $735M (+12.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Western PA Electrical Employees Pension Trust Fund funded ratio 132.2% -> 134.2% (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 256032108-001
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.