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
Plumbers and Steamfitters Loc 131 Pension Plan
Taft-Hartley planWallingford, CT
Assets
$24.2M
Plan assets, Nov 1, 2023 reported
Funded
60.7%
Nov 1, 2023
Private markets target
n/a
policy Oct 31, 2023
Commitments
4
none on the tape
Plan sponsor: Board of Trustees Plumbers and Steamfitters Local 131 Pension Plan
Allocation policy
Form 5500, as of Oct 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 2.9%
- 103-12 investment entities 78.0%
- Common/collective trusts 16.4%
Consultants and advisers
3 firms
- Segal General consultantActuarythrough Oct 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Comerica Bank Pension consultantthrough Oct 31, 2023 Form 5500
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
- NEW Tower Trust Company1 rows, latest Oct 31, 2023
From Schedule C (investment management, code 28)
- Newtower Trust Companyplan years 2023
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Equity Group Trust103 12 ie | Segal Advisors, Inc. | Public equity | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Invesco Macro Allocation Strategycollective trust | Invesco Trust Company | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Total assets
Net assets
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2024 | 660 | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 638 | n/a | n/a | n/a | $24.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Company codes 16 50 $78,352 PY2023
- Segal Marco Advisors codes 27 50 $69,431 PY2023
- Zenith American Solutions codes 13 50 $63,996 PY2023
- Novak Francella, LLC codes 10 50 $16,706 PY2023
- Shumaker, Loop & Kendrick, LLP codes 29 50 $9,810 PY2023
- Comerica codes 17 50 72 $8,125 PY2023
- Multi Employer Property Trust Sched. D C PY2023
- Segal Marco Fixed Income Group Trus Sched. D E PY2023
- Segal Marco Equity Group Trust Sched. D E PY2023
- Invesco Marco Allocation Strategy Sched. D C PY2023
- Segal codes 11 PY2023
- Segal Company codes 16 50 $74,038 PY2022
- Segal Marco Advisors codes 27 50 $62,566 PY2022
- Zenith American Solutions codes 13 50 $62,132 PY2022
- Shumaker, Loop & Kendrick, LLP codes 29 50 $18,494 PY2022
- Novak Francella LLC codes 10 50 $17,171 PY2022
- Comerica codes 17 50 72 $5,125 PY2022
- Newtower Trust Company codes 28 52 PY2022
- Multi-Employer Property Trust Sched. D C $2.8M PY2022
- Segal Marco Fixed Income Group Trus Sched. D E $6.6M PY2022
- Segal Marco Equity Group Trust Sched. D E $12.4M PY2022
- Invesco Balanced Risk Allocation Sched. D C PY2022
- Invesco Marco Allocation Strategy Sched. D C $1.2M PY2022
- Segal codes 11 PY2022
What changed
2 events
- Dec 31, 2023Manager relationship endedinferenceNewtower Trust Company no longer appears on Plumbers and Steamfitters Loc 131 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Newtower Trust Companyaskebsa.dol.gov
- Nov 1, 2023Funded status changedPlumbers and Steamfitters Loc 131 Pension Plan funded ratio 57.3% -> 60.7% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516029575-001
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.