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

United Wire, Metal & Machine Pension Fund

Taft-Hartley planLong Island City, NY
Assets
$213M
Total assets, Dec 31, 2024 reported
Funded
46.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Board of Trustees of U.W.M. & M. Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 1.6%
  • Partnership/joint venture interests 29.3%
  • Common/collective trusts 21.0%
  • Common stock 38.5%
  • Real estate (other than employer real property) 8.2%
Consultants and advisers
9 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Equity Index Fundcollective trustWilmington Trust Collective Investment TrustPublic equity$30.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$16.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$213M Dec 31, 2024 reported Form 5500
$220M (2023-12) · $224M (2022-12)
Plan assets
$219M Jan 1, 2024 reported Form 5500
$222M (2023-01) · $279M (2022-01)
Net assets
$213M Dec 31, 2024 reported Form 5500
$220M (2023-12) · $223M (2022-12)
Funded ratio
46.6% Jan 1, 2024 reported Form 5500
48.1% (2023-01) · 60.7% (2022-01)
Participants
5,570 Jan 1, 2024 reported Form 5500
5,784 (2023-01) · 6,033 (2022-01)
Contributions
$5.9M Dec 31, 2024 reported Form 5500
$5.5M (2023-12) · $5.1M (2022-12)
Benefits paid
$29.5M Dec 31, 2024 reported Form 5500
$28.7M (2023-12) · $27.6M (2022-12)
Net investment income
$-7.2M Dec 31, 2024 reported Form 5500
$-3.5M (2023-12) · $-56.0M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,570n/an/an/a$213M$62.5Mn/a$17.4M
2023 to Dec 31, 20235,784n/an/an/a$220M$49.5Mn/a$22.2M
2022 to Dec 31, 20226,033n/an/an/a$224M$54.6Mn/a$22.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Consultant changedinference
    Joanna Napoli appears on United Wire, Metal & Machine Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Joanna Napoliaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico Investment Advisors Inc appears on United Wire, Metal & Machine Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    M&t Bank no longer appears on United Wire, Metal & Machine Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with M&t Bankaskebsa.dol.gov
  • Dec 31, 2023Holding started
    United Wire, Metal & Machine Pension Fund first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $29M at 2023-12-31
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    United Wire, Metal & Machine Pension Fund no longer reports Blackrock Equity Index Fund (last held $30M at 2022-12-31; absent from the 2023-12-31 filing)
    with Blackrock Equity Index Fundaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    United Wire, Metal & Machine Pension Fund funded ratio 60.7% -> 48.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    United Wire, Metal & Machine Pension Fund plan assets $279M -> $222M (-20.1%, 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 136596940-001
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.