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
Shopmen Local Union 502 Pension Plan
Taft-Hartley planLimerick, PA
Assets
$75.2M
Total assets, Dec 31, 2024 reported
Funded
83.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Shopmen Iron Workers Local 502 Board of Trustees Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.7%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 16.4%
- Registered investment companies 73.3%
- Common stock 4.1%
Consultants and advisers
7 firms
- National Investment Services Investment adviser (plan)through Dec 31, 2024 Form 5500
- Graystone Consulting Morgan Stanley Investment adviser (plan)through Dec 31, 2024 Form 5500
- Boston Partners Investment adviser (plan)through Dec 31, 2024 Form 5500
- Segal Actuarythrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2022 Form 5500
- Frank Santasiero, Fsa, Fca, Maaa Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- IDR Investment Management LLCplan years 2023
- The Vanguard Groupplan years 2022
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
30 readings
Investment management fees
$172,593 (2023-12) · $157,771 (2022-12)
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 Dec 31, 2024 | 1,189 | n/a | n/a | n/a | $75.2M | $12.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,204 | n/a | n/a | n/a | $72.9M | $3.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,240 | n/a | n/a | n/a | $67.5M | $4.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company codes 11 22 50 $52,200 PY2024
- Graystone Consulting Morgan Stanley codes 27 50 72 $35,000 PY2024
- Doreen Friel codes 30 50 $30,800 PY2024
- Bridgeway Benefit Technologies codes 15 50 $26,433 PY2024
- Brown & Connery codes 29 50 $23,403 PY2024
- PNC Bank N.A. codes 15 18 19 21 51 $20,735 PY2024
- Fischer Dorwart, P.C. codes 10 50 $17,505 PY2024
- Boston Partners codes 27 50 72 $16,693 PY2024
- IDR Investment Management codes 28 51 $13,467 PY2024
- National Investment Services codes 27 50 72 $8,859 PY2024
- Segal codes 11 PY2024
- The Vanguard Group codes 28 51 68 71 72 $165,253 PY2023
- The Segal Company codes 11 22 50 $64,200 PY2023
- Doreen Friel codes 30 50 $28,817 PY2023
- Bridgeway Benefit Technologies codes 15 50 $25,987 PY2023
- PNC Bank N.A. codes 15 18 19 21 51 $24,722 PY2023
- Brown & Connery codes 29 50 $19,799 PY2023
- Fischer Dorwart, P.C. codes 10 50 $17,500 PY2023
- IDR Investment Management codes 28 51 $7,340 PY2023
- Segal codes 11 PY2023
- The Vanguard Group codes 28 51 68 71 72 $127,674 PY2022
- Brown & Connery codes 29 50 $66,862 PY2022
- The Segal Company codes 11 22 50 $57,528 PY2022
- Cohen Weiss and Simon LLP codes 29 50 $33,831 PY2022
- Doreen Friel codes 30 50 $27,941 PY2022
- PNC Bank N.A. codes 15 18 19 21 51 $23,889 PY2022
- Innovative Software Systems Inc codes 15 50 $21,858 PY2022
- Fischer Dorwart, P.C. codes 10 50 $20,648 PY2022
- Frank Santasiero, Fsa, Fca, Maaa codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceGraystone Consulting Morgan Stanley appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Graystone Consulting Morgan Stanleyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBoston Partners appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Vanguard Group no longer appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNational Investment Services appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedIDR Investment Management appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with IDR Investment Management LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedShopmen Local Union 502 Pension Plan funded ratio 86.7% -> 84.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedShopmen Local Union 502 Pension Plan plan assets $84M -> $67M (-19.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236529457-001
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.