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.

Corporate pension

International Association of Firefighters Staff Representatives Pension Plan

Corporate pensionWashington, DC
Assets
$110M
Total assets, Jun 30, 2025 reported
Funded
84.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
17
none on the tape
Plan sponsor: International Association of Firefighters
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 1.0%
  • Corporate debt instruments (other) 4.6%
  • U.S. Government securities 9.5%
  • Partnership/joint venture interests 27.1%
  • 103-12 investment entities 8.3%
  • Common/collective trusts 35.5%
  • Registered investment companies 6.4%
  • Common stock 5.8%
  • Real estate (other than employer real property) 0.1%
Consultants and advisers
12 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
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Lazard/wilmington International Equcollective trustWilmington Trust, National AssociationPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Commingled Pension Trust Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ullico Infrastructure Tax Exempt Fucollective trustUllico Investment AdvisorsInfrastructure$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Lazard/wilmington International Equcollective trustWilmington Trust, National AssociationPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Commingled Pension Trust Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ullico Infrastructure Tax Exempt Fucollective trustUllico Investment AdvisorsInfrastructure$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Lazard/wilmington International Equcollective trustWilmington Trust, National AssociationPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Commingled Pension Trust Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$110M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $98.2M (2023-06)
Plan assets
$104M Jul 1, 2024 reported Form 5500
$98.4M (2023-07) · $91.1M (2022-07)
Net assets
$110M Jun 30, 2025 reported Form 5500
$102M (2024-06) · $98.2M (2023-06)
Funded ratio
84.2% Jul 1, 2024 reported Form 5500
84.2% (2023-07) · 84.4% (2022-07)
Funding target
$105M Jul 1, 2024 reported Form 5500
$103M (2023-07) · $94.8M (2022-07)
Discount rate
5.42% Jul 1, 2024 reported Form 5500
5.36% (2023-07) · 5.52% (2022-07)
Participants
177 Jul 1, 2024 reported Form 5500
174 (2023-07) · 166 (2022-07)
Contributions
$4.1M Jun 30, 2025 reported Form 5500
$3.3M (2024-06) · $6.1M (2023-06)
Benefits paid
$5.2M Jun 30, 2025 reported Form 5500
$4.8M (2024-06) · $4.5M (2023-06)
Net investment income
$8.1M Jun 30, 2025 reported Form 5500
$3.7M (2024-06) · $7.2M (2023-06)
Investment management fees
$232,115 Jun 30, 2025 reported Form 5500
$233,243 (2024-06) · $179,640 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025177$104M$105M84.2%$110M$29.8Mn/a$148,142
2023 to Jun 30, 2024174$98.4M$103M84.2%$102M$30.9Mn/a$0
2022 to Jun 30, 2023166$91.1M$94.8M84.4%$98.2M$35.1Mn/a$75,550
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Consultant changedinference
    Lazard Asset Management no longer appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Lazard Asset Management LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Wcap - Sp Infrastructure Fund IV F appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Wcap - Sp Infrastructure Fund IV Faskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Segall Bryant & Hamill LLC appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Segall Bryant & Hamill LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    GCM Grosvenor Private Credit Fund appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with GCM Grosvenor Private Credit Fundaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    JP Morgan Chase Bank, N.A. no longer appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Union Labor Life Insurance Company no longer appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Union Labor Life Insurance Companyaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Wedge Capital Management L.L.P. appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Wedge Capitalaskebsa.dol.gov
  • Jun 30, 2024Holding started
    International Association of Firefighters Staff Representatives Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $3M at 2024-06-30
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Union Labor Life Insurance Company appears on International Association of Firefighters Staff Representatives Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Union Labor Life Insurance Companyaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530088290-002
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.