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
Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew
Taft-Hartley planMadison Heights, MI
Assets
$923M
Total assets, Dec 31, 2024 reported
Funded
92.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: The Board of Trustees of the Electrical Workers Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (preferred) 1.1%
- U.S. Government securities 2.1%
- Other investments 35.6%
- Common/collective trusts 9.7%
- Registered investment companies 34.6%
- Common stock 14.6%
Consultants and advisers
3 firms
- Morgan Stanley Investment adviser (plan)through Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
- United Actuarial Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Loomis Sayles3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Clarkston Capital Partnersplan years 2022
- Newton Investment Mgmtplan years 2022
- Hamlin Capital Management, LLCplan years 2022
- Seizert Capital Partnersplan years 2022
- Madison Investmentsplan years 2022
- Loomis, Sayles & Company, L.P.plan years 2022
Commitments
4 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 Dec 31, 2024 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $89.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $82.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Boston Co Pooled Emp Internationalcollective trust | Mellon Financial Corp | Pooled vehicles | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $76.7M held | Disclosed holding | askebsa.dol.gov |
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 Dec 31, 2024 | 8,466 | n/a | n/a | n/a | $923M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 8,529 | n/a | n/a | n/a | $888M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 8,421 | n/a | n/a | n/a | $800M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 27 50 62 $481,964 PY2024
- Hamlin Capital Management, LLC codes 28 50 $415,932 PY2024
- Clarkston Capital Partners codes 28 50 $405,055 PY2024
- Loomis Sayles & Company codes 28 50 $212,140 PY2024
- Seizert Capital Partners codes 28 50 $140,777 PY2024
- Comerica Bank codes 18 19 49 50 59 62 72 $80,258 PY2024
- Bettye Naegeli codes 30 50 $80,000 PY2024
- Rachel Rupard codes 30 50 $78,750 PY2024
- Madison Investments codes 28 50 $77,096 PY2024
- E Craig Young codes 30 50 $71,860 PY2024
- Mcclain Smith & Wenz PC codes 10 50 $53,322 PY2024
- Watkins Pawlick Calati & Prifti, PC codes 29 50 $49,857 PY2024
- United Actuarial Services Inc codes 11 50 $34,900 PY2024
- Solxsys Administrative Solutions codes 15 50 $28,821 PY2024
- Zenworks codes 15 50 $18,181 PY2024
- Auxiom codes 15 50 $15,262 PY2024
- Macqueen Insurance codes 22 50 $7,285 PY2024
- Loomis Core Plus Full Discretio Sched. D C $89.3M PY2024
- United Actuarial Services, Inc codes 11 PY2024
- Clarkston Capital Partners codes 28 50 $469,107 PY2023
- Morgan Stanley codes 27 50 62 $438,203 PY2023
- Hamlin Capital Management, LLC codes 28 50 $354,001 PY2023
- Loomis Sayles & Company codes 28 50 $194,831 PY2023
- Seizert Capital Partners codes 28 50 $116,260 PY2023
- Comerica Bank codes 18 19 49 50 59 62 72 $114,167 PY2023
- Bettye Naegeli codes 30 50 $76,208 PY2023
- Madison Investments codes 28 50 $74,158 PY2023
- Rachel Rupard codes 30 50 $69,000 PY2023
- E Craig Young codes 30 50 $65,564 PY2023
- Benesys Inc codes 15 50 $50,991 PY2023
- Mcclain Smith & Wenz PC codes 10 50 $45,166 PY2023
- United Actuarial Services Inc codes 11 50 $36,600 PY2023
- Sarah Padgett codes 30 50 $33,738 PY2023
- Auxiom codes 15 50 $22,010 PY2023
- Solxsys Administrative Solutions codes 15 50 $19,350 PY2023
- Watkins Pawlick Calati & Prifti, PC codes 29 50 $16,966 PY2023
- Union Services Agency codes 22 50 53 $7,734 PY2023
- Boston Co Pooled Emp International Sched. D C PY2023
- Loomis Core Plus Full Discretio Sched. D C $82.8M PY2023
- United Actuarial Services, Inc codes 11 PY2023
- Clarkston Capital Partners codes 28 50 $452,313 PY2022
- Morgan Stanley codes 27 50 62 $439,216 PY2022
- Hamlin Capital Management, LLC codes 28 50 $328,413 PY2022
- Loomis Sayles & Company codes 28 50 $198,056 PY2022
- Newton Investment Mgmt codes 28 50 $158,823 PY2022
- Seizert Capital Partners codes 28 50 $106,822 PY2022
- Bettye Naegeli codes 30 50 $73,492 PY2022
- Madison Investments codes 28 50 $73,079 PY2022
- Benesys Inc codes 15 50 $69,437 PY2022
- Rachel Rupard codes 30 50 $62,500 PY2022
- E Craig Young codes 30 50 $60,339 PY2022
- Comerica Bank codes 18 19 49 50 59 62 72 $59,112 PY2022
- Mcclain Smith & Wenz PC codes 10 50 $49,721 PY2022
- Watkins Pawlick Colati & Prifti, PC codes 29 50 $34,891 PY2022
- United Actuarial Services Inc codes 11 50 $32,050 PY2022
- Union Services Agency codes 22 50 53 $6,980 PY2022
- Boston Co Pooled Emp International Sched. D C $17.0M PY2022
- Loomis Core Plus Full Discretio Sched. D C $76.7M PY2022
- United Actuarial Services, Inc codes 11 PY2022
What changed
5 events
- Jan 1, 2024Funded status changedElectrical Workers Pension Trust Fund of Local Union No. 58 - Ibew funded ratio 88.1% -> 92.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceElectrical Workers Pension Trust Fund of Local Union No. 58 - Ibew no longer reports Boston Co Pooled Emp International (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)with Boston Co Pooled Emp Internationalaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNewton Investment Mgmt no longer appears on Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew's Schedule C as investment manager (plan year 2023 vs 2022)with Newton Investment Mgmtaskebsa.dol.gov
- Dec 31, 2023Assets changedElectrical Workers Pension Trust Fund of Local Union No. 58 - Ibew total assets $800M -> $888M (+11.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedElectrical Workers Pension Trust Fund of Local Union No. 58 - Ibew funded ratio 84.1% -> 88.1% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386080404-001
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.