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
Pamcah-Ua Local 675 Pension Plan
Taft-Hartley planHonolulu, HI
Assets
$622M
Total assets, Jul 31, 2025 reported
Funded
99.0%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Pamcah-Ua Local 675 Pension Fund
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Partnership/joint venture interests 1.1%
- Registered investment companies 66.1%
- Common stock 31.3%
Consultants and advisers
3 firms
- The Segal Co (western States), Inc. Pension consultantthrough Jul 31, 2023 Form 5500
- First Hawaiian Bank Custodianthrough Jul 31, 2023 Form 5500
- Segal Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- CKW Financial Groupplan years 2023
- Dodge & Coxplan years 2023
- Pacific Income Advisorsplan years 2023
- NWQ Investment Managementplan years 2023
- Congress Asset Managementplan years 2023
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
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 Jul 31, 2025 | 3,068 | n/a | n/a | n/a | $622M | $6.8M | n/a | n/a |
| 2023 to Jul 31, 2024 | 3,035 | n/a | n/a | n/a | $575M | $7.4M | n/a | n/a |
| 2022 to Jul 31, 2023 | 3,038 | n/a | n/a | n/a | $516M | $10.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pamcah Admin Office codes 14 $523,054 PY2024
- CKW Financial Group codes 51 $357,628 PY2024
- Trucker Huss codes 29 50 $348,264 PY2024
- Nwq codes 28 52 $228,859 PY2024
- Pacific Income Advisors codes 51 $222,754 PY2024
- First Hawaiian Bank codes 19 $201,262 PY2024
- Dodge & Cox codes 28 52 $200,249 PY2024
- The Segal Company codes 17 $170,007 PY2024
- Congress Asset Management codes 28 $151,105 PY2024
- Singerlewak LLP codes 10 $76,440 PY2024
- KMH LLP codes 99 $14,162 PY2024
- Char, Sakamoto, Ishii, Lum & Ching codes 29 $11,784 PY2024
- Segal Select Insurance Services codes 53 PY2024
- Segal codes 11 PY2024
- Pamcah Admin Office codes 14 $480,430 PY2023
- CKW Financial Group codes 51 $312,675 PY2023
- Trucker Huss codes 29 50 $252,310 PY2023
- Pacific Income Advisors codes 51 $195,721 PY2023
- Congress Asset Management codes 28 $189,595 PY2023
- First Hawaiian Bank codes 19 $182,339 PY2023
- Dodge & Cox codes 28 52 $181,138 PY2023
- The Segal Company codes 17 $157,450 PY2023
- Nwq codes 28 52 $120,881 PY2023
- Singerlewak LLP codes 10 $74,346 PY2023
- Char, Sakamoto, Ishii, Lum & Ching codes 29 $5,404 PY2023
- Segal Select Insurance Services codes 53 PY2023
- Segal codes 11 PY2023
- Pamcah Admin Office codes 14 $446,970 PY2022
- CKW Financial Group codes 51 $301,737 PY2022
- Congress Asset Management codes 28 $227,968 PY2022
- The Segal Company codes 17 $214,545 PY2022
- Dodge & Cox codes 28 52 $173,847 PY2022
- Pacific Income Advisors codes 51 $173,059 PY2022
- Trucker Huss codes 29 50 $168,029 PY2022
- First Hawaiian Bank codes 19 $167,196 PY2022
- Nwq codes 28 52 $152,925 PY2022
- Lemke Chinen & Tanaka CPA Inc codes 10 $74,346 PY2022
- Segal Select Insurance Services codes 53 PY2022
- Segal codes 11 PY2022
What changed
4 events
- Aug 1, 2024Funded status changedPamcah-Ua Local 675 Pension Plan funded ratio 94.1% -> 99.0% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedPamcah-Ua Local 675 Pension Plan plan assets $516M -> $575M (+11.3%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedPamcah-Ua Local 675 Pension Plan total assets $516M -> $575M (+11.3%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedPamcah-Ua Local 675 Pension Plan funded ratio 91.3% -> 94.1% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 996024083-001
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.