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
Glaziers Local No. 1162 Pension Fund
Taft-Hartley planPittsburgh, PA
Assets
$14.5M
Total assets, Apr 30, 2025 reported
Funded
98.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Glaziers Local No. 1162 Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 19.0%
- U.S. Government securities 10.6%
- Other investments 7.8%
- Registered investment companies 24.7%
- Common stock 33.8%
Consultants and advisers
3 firms
- Morgan Stanley CustodianInvestment adviser (plan)through Apr 30, 2024 Form 5500
- PNC Bank Trusteethrough Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 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
28 readings
Net investment income
$927,458 (2024-04) · $-120,644 (2023-04)
Investment management fees
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 Apr 30, 2025 | 209 | n/a | n/a | n/a | $14.5M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 187 | n/a | n/a | n/a | $13.8M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 191 | n/a | n/a | n/a | $12.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 19 $99,286 PY2024
- Yurchyk & Davis Cpa's, Inc. codes 10 $40,170 PY2024
- CW Breitsman Associates LLC codes 13 $32,946 PY2024
- United Actuarial Services codes 11 $19,800 PY2024
- Macala & Piatt, LLC codes 29 $8,199 PY2024
- Pbgc Premium codes 99 $7,280 PY2024
- Allen Bates Technologies codes 15 $6,435 PY2024
- PNC Bank codes 21 $6,174 PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Morgan Stanley codes 19 $90,463 PY2023
- Yurchyk & Davis Cpa's, Inc. codes 10 $37,100 PY2023
- CW Breitsman Associates LLC codes 13 $32,400 PY2023
- United Actuarial Services codes 11 $15,550 PY2023
- Macala & Piatt, LLC codes 29 $8,076 PY2023
- Allen Bates Technologies codes 15 $7,410 PY2023
- Pbgc Premium codes 99 $6,545 PY2023
- PNC Bank codes 21 $5,816 PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Morgan Stanley codes 27 $83,534 PY2022
- CW Breitsman Associates LLC codes 13 $32,400 PY2022
- United Actuarial Services codes 11 $15,850 PY2022
- Yurchyk & Davis Cpa's, Inc. codes 10 $9,900 PY2022
- Allen Bates Technologies codes 15 $7,533 PY2022
- Pbgc Premium codes 99 $6,442 PY2022
- Macala & Piatt, LLC codes 29 $6,244 PY2022
- PNC Bank codes 21 $5,782 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
1 events
- Dec 31, 2023Consultant changedinferenceMorgan Stanley no longer appears on Glaziers Local No. 1162 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanleyaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346668355-001
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.