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

Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund

Taft-Hartley planBoardman, OH
Assets
$79.9M
Total assets, Dec 31, 2024 reported
Funded
111.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.9%
  • Partnership/joint venture interests 6.2%
  • Common/collective trusts 2.3%
  • Registered investment companies 85.8%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$79.9M Dec 31, 2024 reported Form 5500
$70.2M (2023-12) · $60.1M (2022-12)
Plan assets
$70.1M Jan 1, 2024 reported Form 5500
$59.8M (2023-01) · $68.0M (2022-01)
Net assets
$79.8M Dec 31, 2024 reported Form 5500
$70.1M (2023-12) · $59.8M (2022-12)
Funded ratio
111.4% Jan 1, 2024 reported Form 5500
109.9% (2023-01) · 104.2% (2022-01)
Participants
648 Jan 1, 2024 reported Form 5500
639 (2023-01) · 618 (2022-01)
Contributions
$5.3M Dec 31, 2024 reported Form 5500
$5.4M (2023-12) · $5.6M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.4M (2022-12)
Net investment income
$9.7M Dec 31, 2024 reported Form 5500
$10.3M (2023-12) · $-8.2M (2022-12)
Investment management fees
$28,500 Dec 31, 2024 reported Form 5500
$179,360 (2023-12) · $184,062 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024648n/an/an/a$79.9M$5.0Mn/an/a
2023 to Dec 31, 2023639n/an/an/a$70.2M$2.8Mn/an/a
2022 to Dec 31, 2022618n/an/an/a$60.1M$3.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Manager relationship started
    Boyd Watterson Asset Management appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Boyd Watterson Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    John Hancock Retirement Services appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with John Hancock Retirement Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Andco Consulting no longer appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner Institutional LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund total assets $70M -> $80M (+13.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund plan assets $60M -> $70M (+17.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Pyramis Global Advisors no longer appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Fidelity Investments appears on Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Fidelity Investmentsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund total assets $60M -> $70M (+16.9%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund funded ratio 104.2% -> 109.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund plan assets $68M -> $60M (-12.1%, 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 346720162-001
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.