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

Iron Workers Pension Plan of Western Pennsylvania

Taft-Hartley planPittsburgh, PA
Assets
$297M
Total assets, Dec 31, 2024 reported
Funded
94.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
32
4 managers on Schedule C
Plan sponsor: Board of Trustees Iron Workers Pension Plan of Western PA
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Other investments 2.1%
  • Partnership/joint venture interests 22.9%
  • 103-12 investment entities 0.1%
  • Common/collective trusts 55.4%
  • Registered investment companies 17.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
32 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Erect Fundscollective trustAmeriservePooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$17.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street Emerging Markets Smallcollective trustState Street Bank and Trust CompanyPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nhit Core Plus Full Discretion Truscollective trustLoomis Sayles Trust Company, LLCFixed income$42.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$81.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hrbrvst Viii-Mezz & Distressed Debt103 12 ieHarbourvest Partners LLCPrivate credit$8,152 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$306,841 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$27,299 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Erect Fundscollective trustAmeriservePooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$88,750 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hrbrvst Viii-Mezz & Distressed Debt103 12 ieHarbourvest Partners LLCPrivate credit$8,388 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$250,884 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nhit Core Plus Full Discretion Truscollective trustLoomis Sayles Trust Company, LLCFixed income$41.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$63.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hrbrvst Viii-Mezz & Distressed Debt103 12 ieHarbourvest Partners LLCPrivate credit$29,591 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harbourvest Partners Viii-Venture103 12 ieHarbourvest Partners LLCVenture$287,369 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles High Yield Conservaticollective trustLoomis SaylesFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Erect Fundscollective trustAmeriservePooled vehicles$9.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aberdeen Asset Management Inc.103 12 ieAberdeenPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Rhumbline Qsi Index LLCcollective trustRhumblinePooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Growth Index Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Russell 1000 Growth Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Microcap Equity Fundcollective trustWellington Micro Cap FundPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Harbourvest Part Viii Cayman Buyout103 12 ieHarbourvest - Buyout FundPrivate equity$387,247 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$297M Dec 31, 2024 reported Form 5500
$281M (2023-12) · $264M (2022-12)
Plan assets
$281M Jan 1, 2024 reported Form 5500
$264M (2023-01) · $301M (2022-01)
Net assets
$297M Dec 31, 2024 reported Form 5500
$281M (2023-12) · $264M (2022-12)
Funded ratio
94.5% Jan 1, 2024 reported Form 5500
99.8% (2023-01) · 96.8% (2022-01)
Participants
2,871 Jan 1, 2024 reported Form 5500
2,920 (2023-01) · 3,013 (2022-01)
Contributions
$17.4M Dec 31, 2024 reported Form 5500
$17.5M (2023-12) · $18.3M (2022-12)
Benefits paid
$22.7M Dec 31, 2024 reported Form 5500
$20.6M (2023-12) · $21.0M (2022-12)
Net investment income
$16.0M Dec 31, 2024 reported Form 5500
$16.3M (2023-12) · $-36.8M (2022-12)
Investment management fees
$798,280 Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $858,295 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,871n/an/an/a$297M$68.0Mn/an/a
2023 to Dec 31, 20232,920n/an/an/a$281M$68.0Mn/an/a
2022 to Dec 31, 20223,013n/an/an/a$264M$67.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
25 events
  • Dec 31, 2024Holding started
    Iron Workers Pension Plan of Western Pennsylvania first reports an interest in State Street Emerging Markets Small: $5M at 2024-12-31
    with State Street Emerging Markets Smallaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Hancock no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with John Hancock Mutual Life INS.CO.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Rhumbline Advisors no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rhumbline Advisers Corpaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Acrisure Mid-Atlantic Partners, LLC appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Acrisureaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Global Renewable Power Infra Ivb LP appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Global Renewable Power Infra Ivb LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Ironsides Co-Investment Fund III no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ironsides Co-Investment Fund IIIaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Ironsides Direct Investment Fund IV no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ironsides Direct Investment Fund IVaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Meketa Investment Group no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Meketa Investment Group Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    BNY Mellon Afl-Cio Sl Broad Market appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Aberdeen Asset Management no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aberdeen Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Iron Workers Pension Plan of Western Pennsylvania funded ratio 99.8% -> 94.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Ssga S&p Midcap 400 R Index Nl Fund (State Street - Russell 2000) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Loomis Sayles High Yield Conservati (Loomis Sayles) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Russell 1000 Growth Index Sl Fund (State Street - Russell 2000) (last held $14M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2023Holding started
    Iron Workers Pension Plan of Western Pennsylvania first reports an interest in Bnym Mellon Afl-Cio Sl Broad Market (BNY Mellon): $63M at 2023-12-31
    with BNY Mellonaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Iron Workers Pension Plan of Western Pennsylvania first reports an interest in Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust): $20M at 2023-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Aberdeen Asset Management Inc. (Aberdeen) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
    with Aberdeenaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Iron Workers Pension Plan of Western Pennsylvania first reports an interest in Nhit Core Plus Full Discretion Trus: $41M at 2023-12-31
    with Nhit Core Plus Full Discretion Trusaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports Rhumbline Qsi Index LLC (Rhumbline) (last held $12M at 2022-12-31; absent from the 2023-12-31 filing)
    with Rhumblineaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers Pension Plan of Western Pennsylvania no longer reports State Street S&p Global Largemidcap (State Street Global Advisors Trust) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Harbourvest - Buyout Fund no longer appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2023 vs 2022)
    with Harbourvest - Buyout Fundaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Marquette Associates appears on Iron Workers Pension Plan of Western Pennsylvania's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Marquette Associates Inc.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Iron Workers Pension Plan of Western Pennsylvania funded ratio 96.8% -> 99.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Iron Workers Pension Plan of Western Pennsylvania plan assets $301M -> $264M (-12.2%, 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 251283169-001
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.