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

UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan

Taft-Hartley planTualatin, OR
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
121.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
3 managers on Schedule C
Plan sponsor: Board of Trustees, United Association Union Local No.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (other) 9.1%
  • U.S. Government securities 4.0%
  • Insurance company general account 0.1%
  • Partnership/joint venture interests 1.4%
  • 103-12 investment entities 20.4%
  • Registered investment companies 43.2%
  • Common stock 17.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Quest Group Trust VI Fund103 12 ieQuest Investment Management, Inc.Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$142M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024DFA Small Cap Trust103 12 ieDFA - the Small Cap SubtrustPublic equity$69.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$44.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Quest Group Trust VI Fund103 12 ieQuest Investment Management, Inc.Pooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$139M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$74.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023DFA Small Cap Trust103 12 ieDFA - the Small Cap SubtrustPublic equity$64.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$41.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Quest Group Trust VI Fund103 12 ieQuest Investment Management, Inc.Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$140M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$63.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022DFA Small Cap Trust103 12 ieDFA - the Small Cap SubtrustPublic equity$52.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$39.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.3B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $965M (2022-12)
Plan assets
$1.1B Jan 1, 2024 reported Form 5500
$958M (2023-01) · $1.1B (2022-01)
Net assets
$1.3B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $958M (2022-12)
Funded ratio
121.5% Jan 1, 2024 reported Form 5500
119.0% (2023-01) · 119.5% (2022-01)
Participants
6,395 Jan 1, 2024 reported Form 5500
6,287 (2023-01) · 6,047 (2022-01)
Contributions
$88.4M Dec 31, 2024 reported Form 5500
$80.1M (2023-12) · $77.1M (2022-12)
Benefits paid
$54.2M Dec 31, 2024 reported Form 5500
$51.2M (2023-12) · $49.1M (2022-12)
Net investment income
$149M Dec 31, 2024 reported Form 5500
$158M (2023-12) · $-128M (2022-12)
Investment management fees
$3.5M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $3.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,395n/an/an/a$1.3B$17.3Mn/an/a
2023 to Dec 31, 20236,287n/an/an/a$1.1B$16.6Mn/an/a
2022 to Dec 31, 20226,047n/an/an/a$965M$14.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Holding endedinference
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan total assets $1.1B -> $1.3B (+13.2%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan funded ratio 119.0% -> 121.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan plan assets $958M -> $1.1B (+16.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan total assets $965M -> $1.1B (+16.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan plan assets $1.1B -> $958M (-11.8%, 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 936021114-001
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.