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

Local 580 Pension Fund

Taft-Hartley planNEW York, NY
Assets
$953M
Total assets, Dec 31, 2024 reported
Funded
129.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
2 managers on Schedule C
Plan sponsor: Board of Trustees Local 580 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 5.3%
  • Corporate debt instruments (preferred) 1.5%
  • U.S. Government securities 9.7%
  • Other investments 0.0%
  • Other loans 0.0%
  • Partnership/joint venture interests 5.0%
  • 103-12 investment entities 6.2%
  • Common/collective trusts 19.7%
  • Pooled separate accounts 0.8%
  • Registered investment companies 18.9%
  • Common stock 30.6%
  • Real estate (other than employer real property) 0.9%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$89.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Interm Duration Fixed Incomecollective trustLoomis Sayles Trust CompanyFixed income$88.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$48.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$57.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Interm Duration Fixed Incomecollective trustLoomis Sayles Trust CompanyFixed income$75.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$37.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nhit Interm Duration Fixed Incomecollective trustLoomis Sayles Trust CompanyFixed income$41.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lazard Core Fixed Income Portfolio103 12 ieLazard Asset Management LLCFixed income$39.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$6.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$953M Dec 31, 2024 reported Form 5500
$859M (2023-12) · $766M (2022-12)
Plan assets
$835M Jan 1, 2024 reported Form 5500
$747M (2023-01) · $840M (2022-01)
Net assets
$927M Dec 31, 2024 reported Form 5500
$836M (2023-12) · $747M (2022-12)
Funded ratio
129.1% Jan 1, 2024 reported Form 5500
128.9% (2023-01) · 129.1% (2022-01)
Participants
3,293 Jan 1, 2024 reported Form 5500
3,345 (2023-01) · 3,397 (2022-01)
Contributions
$34.2M Dec 31, 2024 reported Form 5500
$34.2M (2023-12) · $37.2M (2022-12)
Benefits paid
$33.4M Dec 31, 2024 reported Form 5500
$31.9M (2023-12) · $30.8M (2022-12)
Net investment income
$91.8M Dec 31, 2024 reported Form 5500
$88.6M (2023-12) · $-93.2M (2022-12)
Investment management fees
$1.8M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,293n/an/an/a$953M$47.5Mn/a$8.4M
2023 to Dec 31, 20233,345n/an/an/a$859M$29.9Mn/a$8.4M
2022 to Dec 31, 20223,397n/an/an/a$766M$48.4Mn/a$8.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Consultant changedinference
    Sean M Boyle Consulting Inc no longer appears on Local 580 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Sean M Boyle Consulting Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Schultheis & Panettieri, LLP no longer appears on Local 580 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Schultheis & Panettieri, LLPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Causeway Capital Management LLC appears on Local 580 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Causeway Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gallagher Fiduciary Advisors LLC appears on Local 580 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Gallagher Fiduciary Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Local 580 Pension Fund total assets $859M -> $953M (+10.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Local 580 Pension Fund plan assets $747M -> $835M (+11.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Union Labor Life Insurance Company appears on Local 580 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Union Labor Life Insurance Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Schultheis & Panettieri, LLP appears on Local 580 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Schultheis & Panettieri, LLPaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Local 580 Pension Fund total assets $766M -> $859M (+12.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local 580 Pension Fund plan assets $840M -> $747M (-11.1%, 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 136178514-001
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.