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 Local No. 42 Pension Plan

Taft-Hartley planNorwalk, OH
Assets
$72.0M
Total assets, Jun 30, 2025 reported
Funded
96.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
12
none on the tape
Plan sponsor: Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Partnership/joint venture interests 3.5%
  • Common/collective trusts 72.5%
  • Registered investment companies 22.7%
Consultants and advisers
4 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
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Ex - US Alpha Tilts Fundcollective trustBlackrockPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025JP Morgan Chase Bank, Na Core Bondcollective trustJP Morgan Chase Bank, NaFixed income$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Blackrock Ex - US Alpha Tilts Fundcollective trustBlackrockPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024JP Morgan Chase Bank, Na Core Bondcollective trustJP Morgan Chase Bank, NaFixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Blackrock Ex - US Alpha Tilts Fundcollective trustBlackrockPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023JP Morgan Chase Bank, Na Core Bondcollective trustJP Morgan Chase Bank, NaFixed income$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$72.0M Jun 30, 2025 reported Form 5500
$66.9M (2024-06) · $62.0M (2023-06)
Plan assets
$66.9M Jul 1, 2024 reported Form 5500
$62.0M (2023-07) · $59.4M (2022-07)
Net assets
$71.8M Jun 30, 2025 reported Form 5500
$66.9M (2024-06) · $62.0M (2023-06)
Funded ratio
96.3% Jul 1, 2024 reported Form 5500
94.7% (2023-07) · 94.8% (2022-07)
Participants
611 Jul 1, 2024 reported Form 5500
591 (2023-07) · 590 (2022-07)
Contributions
$2.9M Jun 30, 2025 reported Form 5500
$2.5M (2024-06) · $2.2M (2023-06)
Benefits paid
$5.5M Jun 30, 2025 reported Form 5500
$5.1M (2024-06) · $5.0M (2023-06)
Net investment income
$4.9M Jun 30, 2025 reported Form 5500
$4.9M (2024-06) · $2.5M (2023-06)
Investment management fees
$103,873 Jun 30, 2025 reported Form 5500
$103,745 (2024-06) · $104,774 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025611n/an/an/a$72.0M$2.5Mn/an/a
2023 to Jun 30, 2024591n/an/an/a$66.9M$2.5Mn/an/a
2022 to Jun 30, 2023590n/an/an/a$62.0M$2.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2024Manager relationship started
    Jpmorgan Chase Bank, National Assoc appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Brandywine Global Investment Mgmt no longer appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brandywine Global Investment Mgmt.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237404110-001
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.