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

Ironworkers Local #597 Pension Plan

Taft-Hartley planGoodlettsville, TN
Assets
$30.1M
Total assets, Dec 31, 2024 reported
Funded
125.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Board of Trustees Ironworkers Local #597 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Corporate debt instruments (other) 6.0%
  • U.S. Government securities 13.5%
  • Other investments 9.4%
  • Common/collective trusts 5.6%
  • Registered investment companies 64.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
3 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$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNew Tower Trust CompanyReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multiemployer Property Trustcollective trustNew TowerReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$30.1M Dec 31, 2024 reported Form 5500
$27.7M (2023-12) · $25.6M (2022-12)
Plan assets
$27.7M Jan 1, 2024 reported Form 5500
$25.5M (2023-01) · $30.5M (2022-01)
Net assets
$30.0M Dec 31, 2024 reported Form 5500
$27.7M (2023-12) · $25.5M (2022-12)
Funded ratio
125.9% Jan 1, 2024 reported Form 5500
122.2% (2023-01) · 122.9% (2022-01)
Participants
532 Jan 1, 2024 reported Form 5500
547 (2023-01) · 573 (2022-01)
Contributions
$1.0M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.5M (2022-12)
Net investment income
$2.4M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $-4.9M (2022-12)
Investment management fees
$63,674 Dec 31, 2024 reported Form 5500
$58,404 (2023-12) · $57,656 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024532n/an/an/a$30.1Mn/an/an/a
2023 to Dec 31, 2023547n/an/an/a$27.7Mn/an/an/a
2022 to Dec 31, 2022573n/an/an/a$25.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    Ironworkers Local #597 Pension Plan funded ratio 122.2% -> 125.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ironworkers Local #597 Pension Plan plan assets $30M -> $26M (-16.2%, 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 596195918-001
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.