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
Pacific Coast Shipyards Pension Fund
Taft-Hartley planPleasanton, CA
Assets
$47.2M
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of the Pacific Coast Shipyards Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.8%
- Non-interest-bearing cash 1.5%
- Registered investment companies 94.7%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney Pension consultantthrough Mar 31, 2024 Form 5500
- US Bank Custodianthrough Mar 31, 2024 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Mar 31, 2023 Form 5500
- US Bank N.A. Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
21 readings
Investment management fees
$50,276 (2024-03) · $34,789 (2023-03)
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 Mar 31, 2025 | 474 | n/a | n/a | n/a | $47.2M | $0 | n/a | n/a |
| 2023 to Mar 31, 2024 | 488 | n/a | n/a | n/a | $30.1M | $117,541 | n/a | n/a |
| 2022 to Mar 31, 2023 | 507 | n/a | n/a | n/a | $32.1M | $2.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys, Inc. codes 13 15 50 $102,396 PY2024
- The Segal Company codes 11 17 50 $78,094 PY2024
- Dobbs Group/graystone/morgan Stanle codes 17 27 51 $43,766 PY2024
- LAW Offices of Carroll and Scully codes 29 50 $30,800 PY2024
- Withumsmith+brown, PC codes 10 50 $29,814 PY2024
- US Bank codes 18 50 $12,679 PY2024
- The Segal Company codes 11 17 50 $144,861 PY2023
- Benesys, Inc. codes 13 15 50 $100,348 PY2023
- Dobbs Group/graystone/morgan Stanle codes 17 27 51 $50,276 PY2023
- Law Offices of Carroll and Scully codes 29 50 $33,600 PY2023
- Withumsmith+brown, PC codes 10 50 $28,651 PY2023
- US Bank codes 18 50 $9,701 PY2023
- The Segal Company codes 11 17 50 $131,143 PY2022
- Benesys, Inc. codes 13 15 50 $90,149 PY2022
- Withumsmith+brown PC codes 10 50 $37,722 PY2022
- Law Offices of Carroll and Scully codes 29 50 $36,400 PY2022
- Union Bank codes 18 50 $8,267 PY2022
What changed
2 events
- Mar 31, 2025Assets changedPacific Coast Shipyards Pension Fund total assets $30M -> $47M (+56.9%, 2024-03-31 to 2025-03-31)
- Dec 31, 2023Consultant changedinferenceDobbs Group/graystone/morgan Stanle appears on Pacific Coast Shipyards Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Morgan Stanley Smith Barneyaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946128040-001
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.