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

Atlanta Plumbers & Steamfitters Pension Fund

Taft-Hartley planPembroke Pines, FL
Assets
$452M
Total assets, Dec 31, 2024 reported
Funded
103.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
3 managers on Schedule C
Plan sponsor: Atlanta Plumbers & Steamfitters Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 0.0%
  • Insurance company general account 5.6%
  • Other investments 0.6%
  • Partnership/joint venture interests 8.1%
  • Common/collective trusts 52.7%
  • Pooled separate accounts 1.9%
  • Registered investment companies 4.4%
  • Common stock 23.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$53.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$40.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$65.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$32.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Columbia Trust Strategic Income Fdcollective trustAmeriprise Trust CompanyFixed income$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$47.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$29.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$66.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$44.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$38.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$11.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$15.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$452M Dec 31, 2024 reported Form 5500
$416M (2023-12) · $385M (2022-12)
Plan assets
$415M Jan 1, 2024 reported Form 5500
$384M (2023-01) · $460M (2022-01)
Net assets
$452M Dec 31, 2024 reported Form 5500
$415M (2023-12) · $384M (2022-12)
Funded ratio
103.1% Jan 1, 2024 reported Form 5500
101.7% (2023-01) · 97.2% (2022-01)
Participants
4,730 Jan 1, 2024 reported Form 5500
4,619 (2023-01) · 4,494 (2022-01)
Contributions
$17.7M Dec 31, 2024 reported Form 5500
$15.7M (2023-12) · $15.0M (2022-12)
Benefits paid
$27.0M Dec 31, 2024 reported Form 5500
$24.1M (2023-12) · $23.5M (2022-12)
Net investment income
$36.5M Dec 31, 2024 reported Form 5500
$31.0M (2023-12) · $-75.7M (2022-12)
Investment management fees
$2.8M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $2.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,730n/an/an/a$452M$36.6Mn/an/a
2023 to Dec 31, 20234,619n/an/an/a$416M$22.9Mn/an/a
2022 to Dec 31, 20224,494n/an/an/a$385M$16.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
14 events
  • Dec 31, 2024Holding started
    Atlanta Plumbers & Steamfitters Pension Fund first reports an interest in Columbia Trust Strategic Income Fd: $28M at 2024-12-31
    with Columbia Trust Strategic Income Fdaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Legg Mason & Co LLC no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legg Mason & Co LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Constitution Capital Partners LLC appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Constitution Capital Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    BHA Consulting LLC no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with BHA Consultingaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Clear Bridge International appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Franklin Templeton Private Port GPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Polen Capital Management no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Polen Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    PNC Bank, N.A. no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Great Gray Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Atlanta Plumbers & Steamfitters Pension Fund first reports an interest in Longview Largecap 1000 Growth Index: $12M at 2023-12-31
    with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    BHA Consulting LLC appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with BHA Consultingaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Clear Bridge International no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Franklin Templeton Private Port GPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Legg Mason & Co LLC appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Legg Mason & Co LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan Asst Management appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Atlanta Plumbers & Steamfitters Pension Fund funded ratio 97.2% -> 101.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Atlanta Plumbers & Steamfitters Pension Fund plan assets $460M -> $384M (-16.5%, 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 581233396-001
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.