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
Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse
Taft-Hartley planLOS Angeles, CA
Assets
$172M
Total assets, Oct 31, 2025 reported
Funded
113.3%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
11
1 managers on Schedule C
Plan sponsor: Board of Trustees of Pension Fund of Makeup Artists & Hair Stylists
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 19.5%
- Corporate debt instruments (preferred) 22.0%
- U.S. Government securities 2.1%
- Other investments 0.0%
- Other loans 0.3%
- Common/collective trusts 37.5%
- Registered investment companies 5.4%
- Common stock 11.0%
- Preferred stock 0.2%
Consultants and advisers
5 firms
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Amalgamated Bank Custodianthrough Oct 31, 2025 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Oct 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
- Northern Trust Collective Eafe Inde4 rows, latest Oct 31, 2025
- J.P. Morgan Chase3 rows, latest Oct 31, 2025
- Amalgamated Bank of New York1 rows, latest Oct 31, 2023
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan years 2024
- Virtus Partners Incplan years 2023
- Northern Trust Co.plan years 2023
- Jpmorgan Chase Bank, N.A.plan years 2023
Commitments
11 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 Oct 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Comgest Global Ex US Equity Trustcollective trust | Global Trust Company | Public equity | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Comgest Global Ex US Equity Trustcollective trust | Global Trust Company | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $26.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Comgest Global Ex US Equity Trustcollective trust | Global Trust Company | Public equity | $5.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$473,369 (2024-10) · $461,332 (2023-10)
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 Oct 31, 2025 | 1,921 | n/a | n/a | n/a | $172M | $0 | n/a | n/a |
| 2023 to Oct 31, 2024 | 2,200 | n/a | n/a | n/a | $156M | $0 | n/a | n/a |
| 2022 to Oct 31, 2023 | 2,288 | n/a | n/a | n/a | $129M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Plans, Inc codes 13 50 $199,663 PY2024
- Income Research + Management codes 28 50 $146,509 PY2024
- Spivak Lipton, LLP codes 29 50 $128,468 PY2024
- The Segal Co. (eastern States) Inc. codes 11 50 $127,042 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $92,623 PY2024
- Segal Marco Advisors codes 27 51 $86,618 PY2024
- Kayne Anderson Rudnick Invst Mgmt codes 28 51 52 $84,552 PY2024
- JP Morgan Chase Bank, N.A. codes 28 51 $75,978 PY2024
- Proskauer Rose, LLP codes 29 50 $66,290 PY2024
- The Northern Trust Company codes 28 51 52 68 $30,404 PY2024
- Amalgamated Bank of Chicago codes 19 51 52 $20,646 PY2024
- Segal Select Insurance Services Inc codes 22 53 PY2024
- COM Pen Tr Fd (strat Prop) Jpmcb Na Sched. D C $7.9M PY2024
- Comgest Global Ex US Equity Trust Sched. D C $6.6M PY2024
- NT Col Russell 2000 Index Fund- Nl Sched. D C $8.3M PY2024
- NT Col S&p 500 Index Fund - Nl Sched. D C $41.8M PY2024
- Segal codes 11 PY2024
- The Segal Co. (eastern States) Inc. codes 11 50 $104,622 PY2023
- Benefit Plans, Inc. codes 13 50 $102,722 PY2023
- Kayne Anderson Rudnick Invst Mgmt codes 28 51 52 $78,696 PY2023
- Proskauer Rose, LLP codes 29 50 $78,556 PY2023
- Segal Marco Advisors codes 27 51 $75,250 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $70,148 PY2023
- Income Research + Management codes 28 50 $55,649 PY2023
- Spivak Lipton, LLP codes 29 50 $47,188 PY2023
- JP Morgan Chase Bank, N.A. codes 28 51 $40,310 PY2023
- Amalgamated Bank codes 19 51 52 $7,637 PY2023
- The Northern Trust Company codes 28 51 52 68 $5,390 PY2023
- Segal Select Insurance Services Inc codes 22 53 PY2023
- NT Col S&p 500 Index Fund - Nl Sched. D C $34.4M PY2023
- COM Pen Tr Fd (strat Prop) Jpmcb Na Sched. D C $7.5M PY2023
- NT Col Russell 2000 Index Fund- Nl Sched. D C $7.2M PY2023
- Comgest Global Ex US Equity Trust Sched. D C $6.3M PY2023
- Longview Core Bond Fund Sched. D C PY2023
- Segal codes 11 PY2023
- The Segal Co. (eastern States) Inc. codes 11 50 $181,914 PY2022
- Zenith American Solutions, Inc codes 13 50 $112,846 PY2022
- Spivak Lipton, LLP codes 29 50 $94,127 PY2022
- JP Morgan Chase Bank, N.A. codes 28 51 $93,264 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $78,728 PY2022
- Proskauer Rose, LLP codes 29 50 $77,606 PY2022
- Kayne Anderson Rudnick Inv Mgmt codes 28 51 52 $72,907 PY2022
- Segal Marco Advisors codes 27 51 $55,000 PY2022
- The Northern Trust Company codes 28 51 52 68 $17,979 PY2022
- Amalgamated Bank codes 19 51 52 $15,987 PY2022
- Perfect Printing Solutions, Inc. codes 23 $9,281 PY2022
- Segal Select Insurance Services Inc codes 22 53 PY2022
- NT Col S&p 500 Index Fund - Nl Sched. D C $30.6M PY2022
- Longview Core Bond Fund Sched. D C $26.4M PY2022
- COM Pen Tr Fd (strat Prop) Jpmcb Na Sched. D C $8.5M PY2022
- NT Col Russell 2000 Index Fund- Nl Sched. D C $5.4M PY2022
- Comgest Global Ex US Equity Trust Sched. D C $5.3M PY2022
- Segal codes 11 PY2022
What changed
8 events
- Oct 31, 2025Holding startedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse first reports an interest in Collective Russell 2000 Index Fund (Northern Trust Collective Eafe Inde): $8M at 2025-10-31with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Oct 31, 2025Assets changedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse total assets $156M -> $172M (+10.4%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Funded status changedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse funded ratio 115.6% -> 113.3% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse plan assets $129M -> $156M (+20.9%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding endedinferencePension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse no longer reports Longview Core Bond Fund (Amalgamated Bank of New York) (last held $26M at 2023-10-31; absent from the 2024-10-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Oct 31, 2024Assets changedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse total assets $129M -> $156M (+20.8%, 2023-10-31 to 2024-10-31)
- Dec 31, 2023Manager relationship startedIncome Research + Management appears on Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse's Schedule C as investment manager (plan year 2023 vs 2022)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Nov 1, 2023Funded status changedPension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse funded ratio 121.3% -> 115.6% (2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136116950-001
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.