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

Asbestos Workers Local 42 Pension Fund

Taft-Hartley planSoutheastern, PA
Assets
$38.7M
Total assets, Dec 31, 2024 reported
Funded
81.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Asbestos Workers Local 42 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 4.1%
  • U.S. Government securities 5.1%
  • Partnership/joint venture interests 28.2%
  • 103-12 investment entities 8.1%
  • Common/collective trusts 3.4%
  • Registered investment companies 16.2%
  • Common stock 22.8%
  • Real estate (other than employer real property) 8.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$3.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$38.7M Dec 31, 2024 reported Form 5500
$36.7M (2023-12) · $36.0M (2022-12)
Plan assets
$36.6M Jan 1, 2024 reported Form 5500
$35.6M (2023-01) · $43.0M (2022-01)
Net assets
$38.7M Dec 31, 2024 reported Form 5500
$36.6M (2023-12) · $35.6M (2022-12)
Funded ratio
81.0% Jan 1, 2024 reported Form 5500
80.2% (2023-01) · 77.7% (2022-01)
Participants
309 Jan 1, 2024 reported Form 5500
308 (2023-01) · 320 (2022-01)
Contributions
$3.2M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $2.4M (2022-12)
Benefits paid
$4.4M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.3M (2022-12)
Net investment income
$2.1M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $-7.5M (2022-12)
Investment management fees
$145,535 Dec 31, 2024 reported Form 5500
$134,309 (2023-12) · $226,915 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024309n/an/an/a$38.7M$10.9Mn/a$3.5M
2023 to Dec 31, 2023308n/an/an/a$36.7M$6.9Mn/a$3.7M
2022 to Dec 31, 2022320n/an/an/a$36.0M$7.4Mn/a$4.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Hardman Johnston Global Advisors no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Johnston International Equityaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Mellon Investments Corp. no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mellon Bank,n.a.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Aristotle Capital Management, LLC no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Aristotle Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Boyd Watterson Gsa Fund, LP no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Boyd Watterson Gsa Fund, LPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Grosvenor Capital Management LP no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with GCM Grosvenor L.P.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Newtower Trust Company no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Meptaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Intercontinental Real Estate Corp. no longer appears on Asbestos Workers Local 42 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with International Real Estate Corporatiaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Asbestos Workers Local 42 Pension Fund funded ratio 77.7% -> 80.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Asbestos Workers Local 42 Pension Fund plan assets $43M -> $36M (-17.3%, 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 516011235-001
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.