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 Local No. 8 Pension Plan
Taft-Hartley planKansas City, MO
Assets
$123M
Total assets, May 31, 2025 reported
Funded
94.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
12
4 managers on Schedule C
Plan sponsor: Plumbers Local No. 8 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.7%
- Partnership/joint venture interests 7.3%
- Common/collective trusts 25.1%
- Registered investment companies 64.4%
Consultants and advisers
4 firms
- Strategic Capital Investment Advisors Inc Investment adviser (plan)through May 31, 2025 Form 5500
- Bank of Labor CustodianTrusteethrough May 31, 2025 Form 5500
- Acrisure Actuarythrough May 31, 2024 Form 5500
- Cowden Associates Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Great Gray Trust Company3 rows, latest May 31, 2025
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
- National Investment Svcs of Amer2 rows, latest May 31, 2024
From Schedule C (investment management, code 28)
- Stockbridgeplan years 2025
- Dwsplan years 2025
- American Realty Advisorsplan years 2025
- Clarion Partnersplan years 2025
- Strategic Capital Investment Advplan years 2023
- National Investment Servicesplan years 2023
- Washington Capitalplan years 2023
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $19.9M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $852,395 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS Total Absolute Return Fund Qpcollective trust | National Investment Services | Hedge / diversifiers | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | NIS Core Fixed Incomecollective trust | National Investment Svcs of Amer | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Wash Capital Mortgage Income Fundseparate account | Washington Capital Management, Inc. | Fixed income | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | NIS Core Fixed Incomecollective trust | National Investment Svcs of Amer | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Wash Capital Mortgage Income Fundseparate account | Washington Capital Management, Inc. | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$194,479 (2024-05) · $162,194 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 1,374 | n/a | n/a | n/a | $123M | $9.0M | n/a | n/a |
| 2023 to May 31, 2024 | 1,195 | n/a | n/a | n/a | $112M | $1.6M | n/a | n/a |
| 2022 to May 31, 2023 | 1,179 | n/a | n/a | n/a | $97.3M | $2.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- National Investment Services codes 28 $66,643 PY2024
- Issi codes 70 $56,176 PY2024
- Strategic Capital Investment Adviso codes 27 $44,709 PY2024
- Nbpc codes 10 $44,647 PY2024
- Acrisure codes 11 $37,539 PY2024
- Stockbridge codes 28 $37,117 PY2024
- Clarion Partners codes 28 $31,389 PY2024
- Danielle Wiley codes 14 30 $29,573 PY2024
- Washington Capital codes 28 $16,800 PY2024
- Spencer Fane Britt Browne LLP codes 29 $14,165 PY2024
- Plumbers Local Union 8 codes 49 $13,453 PY2024
- American Realty Advisors codes 28 $11,679 PY2024
- Bank of Labor codes 19 $6,000 PY2024
- Dws codes 28 $5,792 PY2024
- NIS High Yield Qp Fund Sched. D C $852,395 PY2024
- NIS Total Absolute Return Fund Qp Sched. D C $2.1M PY2024
- Wash Capital Joint Master Trust Sched. D E $4.7M PY2024
- U.S. Core Partners Collective Inv T Sched. D C $2.2M PY2024
- NIS Core Fixed Income Sched. D C $19.9M PY2024
- Afl-Cio Building Investment Trust Sched. D C $1.3M PY2024
- Acrisure codes 11 PY2024
- National Investment Services codes 28 $84,879 PY2023
- Strategic Capital Investment Adv codes 28 $81,000 PY2023
- Nbpc codes 10 $65,000 PY2023
- Kmr codes 70 $54,693 PY2023
- Danielle Wiley codes 14 30 $52,105 PY2023
- Issi codes 70 $41,672 PY2023
- Cowden Associates, Inc. codes 11 $39,859 PY2023
- Washington Capital codes 28 $21,475 PY2023
- Stacy Kuhl codes 30 $18,695 PY2023
- Jennifer Willis codes 30 $11,167 PY2023
- Bank of Labor codes 21 28 $10,677 PY2023
- Spencer Fane Britt Browne LLP codes 29 $9,413 PY2023
- Wash Capital Mortgage Income Fund Sched. D P $4.4M PY2023
- Afl-Cio Building Investment Trust Sched. D C $1.2M PY2023
- NIS Core Fixed Income Sched. D C $17.0M PY2023
- NIS High Yield Corporate Fund Sched. D C $747,240 PY2023
- NIS Total Absolute Return Fund Sched. D C $2.3M PY2023
- Acrisure codes 11 PY2023
- Strategic Capital Investment Adv codes 28 $80,000 PY2022
- National Investment Services codes 28 $59,098 PY2022
- Nbpc codes 10 $55,000 PY2022
- Danielle Wiley codes 14 30 $47,755 PY2022
- Spencer Fane Britt Browne LLP codes 29 $46,576 PY2022
- Cowden Associates, Inc. codes 11 $32,458 PY2022
- Stacy Kuhl codes 30 $17,240 PY2022
- Washington Capital codes 28 $15,596 PY2022
- Bank of Labor codes 21 28 $11,638 PY2022
- Afl-Cio Building Investment Trust Sched. D C $1.3M PY2022
- NIS Core Fixed Income Sched. D C $11.2M PY2022
- NIS High Yield Corporate Fund Sched. D C $570,751 PY2022
- NIS Total Absolute Return Fund Sched. D C $3.6M PY2022
- Wash Capital Mortgage Income Fund Sched. D P $4.3M PY2022
- Cowden Associates, Inc. codes 11 PY2022
What changed
19 events
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $20M at 2025-05-31with NIS Core Fixed Income Qp Fund, LLCaskebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in NIS Total Absolute Return Fund Qp: $2M at 2025-05-31with NIS Total Absolute Return Fund Qpaskebsa.dol.gov
- May 31, 2025Holding endedinferencePlumbers Local No. 8 Pension Plan no longer reports NIS Core Fixed Income (National Investment Svcs of Amer) (last held $2M at 2024-05-31; absent from the 2025-05-31 filing)with National Investment Svcs of Ameraskebsa.dol.gov
- May 31, 2025Holding endedinferencePlumbers Local No. 8 Pension Plan no longer reports Wash Capital Mortgage Income Fund (Washington Capital Management, Inc.) (last held $4M at 2024-05-31; absent from the 2025-05-31 filing)with Washington Capital Management, Inc.askebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in U.S. Core Partners Collective Inves: $2M at 2025-05-31with U.S. Core Partners Collective Invesaskebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $5M at 2025-05-31with Washington Capital Management, Inc.askebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in NIS High Yield Qp Fund, LLC: $852,395 at 2025-05-31with NIS High Yield Qp Fund, LLCaskebsa.dol.gov
- May 31, 2025Assets changedPlumbers Local No. 8 Pension Plan total assets $112M -> $123M (+10.3%, 2024-05-31 to 2025-05-31)
- Dec 31, 2024Manager relationship startedAmerican Realty Advisors appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceStrategic Capital Investment Adv no longer appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Strategic Capital Investment Advaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDws appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dwsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedStockbridge appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Stockbridgeaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBank of Labor no longer appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bank of Laboraskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceStrategic Capital Investment Adviso appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Strategic Capital Investment Advisors Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedClarion Partners appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Clarion Partnersaskebsa.dol.gov
- Jun 1, 2024Funded status changedPlumbers Local No. 8 Pension Plan funded ratio 91.5% -> 94.0% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedPlumbers Local No. 8 Pension Plan plan assets $97M -> $111M (+15.4%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedPlumbers Local No. 8 Pension Plan total assets $97M -> $112M (+14.8%, 2023-05-31 to 2024-05-31)
- Jun 1, 2023Funded status changedPlumbers Local No. 8 Pension Plan funded ratio 87.9% -> 91.5% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 446010180-001
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.