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

Western Unite Here and Employers Pension Fund

Taft-Hartley planSAN Francisco, CA
Assets
$3.7B
Total assets, Dec 31, 2024 reported
Funded
85.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
13 managers on Schedule C
Plan sponsor: Board of Trustees, Western Unite Here and Employers
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.4%
  • Other investments 17.1%
  • 103-12 investment entities 8.1%
  • Common/collective trusts 40.1%
  • Pooled separate accounts 1.1%
  • Registered investment companies 25.4%
  • Common stock 2.1%
  • Real estate (other than employer real property) 3.9%
Consultants and advisers
11 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
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Alcentra European Credit Opportunit103 12 ieThe Bank of New York MellonPrivate credit$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra Multi-Strategy European Cr103 12 ieAlcentra LtdHedge / diversifiers$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$6,277 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$472M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Russell 1000 Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$352M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growth Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$348M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$174M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$111M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$101M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$88.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$70.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Janus Henderson US Smid Cap Growthcollective trustGreat Gray Trust Company, LLCPooled vehicles$41.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Alcentra European Credit Opp Fd II103 12 ieThe Bank of New York MellonPrivate credit$8.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$3.7B Dec 31, 2024 reported Form 5500
Plan assets
$3.5B Jan 1, 2024 reported Form 5500
Net assets
$3.7B Dec 31, 2024 reported Form 5500
Funded ratio
85.1% Jan 1, 2024 reported Form 5500
Participants
71,253 Jan 1, 2024 reported Form 5500
Contributions
$212M Dec 31, 2024 reported Form 5500
Benefits paid
$273M Dec 31, 2024 reported Form 5500
Net investment income
$222M Dec 31, 2024 reported Form 5500
Investment management fees
$4.4M Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202471,253n/an/an/a$3.7Bn/an/a$143M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 934160766-001
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.