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

Southern California Lumber Industry Retirement Fund

Taft-Hartley planLOS Angeles, CA
Assets
$205M
Total assets, Dec 31, 2024 reported
Funded
109.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: Board of Trustees, Southern California Lumber
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 5.7%
  • Corporate debt instruments (other) 1.4%
  • Corporate debt instruments (preferred) 2.4%
  • U.S. Government securities 7.1%
  • Partnership/joint venture interests 10.3%
  • 103-12 investment entities 5.3%
  • Common/collective trusts 28.3%
  • Pooled separate accounts 5.1%
  • Registered investment companies 23.2%
  • Common stock 7.3%
Consultants and advisers
6 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
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Boston Partners Small Mid Cap Valuecollective trustBoston Partners Trust CompanyPooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.APublic equity$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Equity Index Non-Lendable Fundcollective trustBlackrock Institutional Trust Company, N.APublic equity$33.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boston Partners Small Mid Cap Valuecollective trustBoston Partners Trust CompanyPooled vehicles$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.APublic equity$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Index Non-Lendable Fundcollective trustBlackrock Institutional Trust Company, N.APublic equity$29.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Index Non-Lendable Fundcollective trustBlackrock Institutional Trust Company, N.APublic equity$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Market Adv Collective Non-Lendablecollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Equity Index Fdcollective trustBlackrock Institutional Trust Company, N.APublic equity$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Real Estate U.S. Debt Fund S.Aseparate accountPrudential Insurance Company of AmePrivate credit$11.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$205M Dec 31, 2024 reported Form 5500
$202M (2023-12) · $199M (2022-12)
Plan assets
$202M Jan 1, 2024 reported Form 5500
$199M (2023-01) · $248M (2022-01)
Net assets
$205M Dec 31, 2024 reported Form 5500
$202M (2023-12) · $199M (2022-12)
Funded ratio
109.5% Jan 1, 2024 reported Form 5500
109.1% (2023-01) · 110.6% (2022-01)
Participants
5,824 Jan 1, 2024 reported Form 5500
5,925 (2023-01) · 5,952 (2022-01)
Contributions
$2.5M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.2M (2022-12)
Benefits paid
$18.0M Dec 31, 2024 reported Form 5500
$19.8M (2023-12) · $19.3M (2022-12)
Net investment income
$2.8M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $-48.9M (2022-12)
Investment management fees
$571,323 Dec 31, 2024 reported Form 5500
$543,723 (2023-12) · $588,381 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,824n/an/an/a$205M$21.1Mn/an/a
2023 to Dec 31, 20235,925n/an/an/a$202M$23.3Mn/an/a
2022 to Dec 31, 20225,952n/an/an/a$199M$27.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Barrow, Hanley, Mewhinney & Strauss appears on Southern California Lumber Industry Retirement Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blackrock Institutional Tr Co, N.A. appears on Southern California Lumber Industry Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackrock Institutional Trust Co,naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Lumber Industry Retirement Fund no longer reports Market Adv Collective Non-Lendable (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Market Advantage Coll. Non Lendableaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern California Lumber Industry Retirement Fund first reports an interest in Boston Partners Small Mid Cap Value: $8M at 2023-12-31
    with Boston Partners Small Mid Cap Valueaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Lumber Industry Retirement Fund no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern California Lumber Industry Retirement Fund first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $10M at 2023-12-31
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Southern California Lumber Industry Retirement Fund plan assets $248M -> $199M (-19.7%, 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 956035266-001
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.