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

Intermountain Ironworkers Pension Trust

Taft-Hartley planSalt Lake City, UT
Assets
$162M
Total assets, May 31, 2025 reported
Funded
83.9%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
19
1 managers on Schedule C
Plan sponsor: Board of Trustees Intermountain Ironworkers Pension Trust
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 10.6%
  • Partnership/joint venture interests 28.9%
  • 103-12 investment entities 16.0%
  • Common/collective trusts 8.2%
  • Registered investment companies 33.9%
Consultants and advisers
3 firms
  • Nepc, LLC Investment adviser (plan)through May 31, 2023 Form 5500
  • Rael & Letson Actuarythrough May 31, 2023 Form 5500
  • US Bank Custodianthrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$6.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$14.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Acadian Em Small-Cap Equity Fd LLCcollective trustAcadian Asset ManagementPublic equity$4.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Segall Bryant & Hamill Intl Sm Capcollective trustSEI Trust CompanyPooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$4.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$8.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Acadian Em Small-Cap Equity Fd LLCcollective trustAcadian Asset ManagementPublic equity$8.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Segall Bryant & Hamill Intl Sm Capcollective trustSEI Trust CompanyPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$4.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023WTC Ctf Emerging Local Debtcollective trustWellington Trust CompanyPrivate credit$3.5M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Acadian Em Small-Cap Equity Fd LLCcollective trustAcadian Asset Managment LLCPublic equity$6.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023TCW Capital Trustcollective trustTrust Company of the WestPooled vehicles$16,641 heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023SB & H International Sml Cap Trustcollective trustSegal,bryant, Hamill, LLCPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$4.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$162M May 31, 2025 reported Form 5500
$158M (2024-05) · $151M (2023-05)
Plan assets
$157M Jun 1, 2024 reported Form 5500
$151M (2023-06) · $159M (2022-06)
Net assets
$161M May 31, 2025 reported Form 5500
$157M (2024-05) · $151M (2023-05)
Funded ratio
83.9% Jun 1, 2024 reported Form 5500
83.1% (2023-06) · 84.3% (2022-06)
Participants
2,967 Jun 1, 2024 reported Form 5500
2,958 (2023-06) · 2,978 (2022-06)
Contributions
$12.4M May 31, 2025 reported Form 5500
$10.4M (2024-05) · $10.1M (2023-05)
Benefits paid
$17.7M May 31, 2025 reported Form 5500
$17.8M (2024-05) · $17.9M (2023-05)
Net investment income
$3.8M May 31, 2025 reported Form 5500
$6.4M (2024-05) · $-8.1M (2023-05)
Investment management fees
$409,579 May 31, 2025 reported Form 5500
$580,173 (2024-05) · $506,250 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 20252,967n/an/an/a$162M$46.8Mn/an/a
2023 to May 31, 20242,958n/an/an/a$158M$46.7Mn/an/a
2022 to May 31, 20232,978n/an/an/a$151M$46.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • May 31, 2024Holding endedinference
    Intermountain Ironworkers Pension Trust no longer reports SB & H International Sml Cap Trust (Segal,bryant, Hamill, LLC) (last held $10M at 2023-05-31; absent from the 2024-05-31 filing)
    with Segal,bryant, Hamill, LLCaskebsa.dol.gov
  • May 31, 2024Holding endedinference
    Intermountain Ironworkers Pension Trust no longer reports WTC Ctf Emerging Local Debt (Wellington Trust Company) (last held $3M at 2023-05-31; absent from the 2024-05-31 filing)
    with Wellington Trust Companyaskebsa.dol.gov
  • May 31, 2024Holding started
    Intermountain Ironworkers Pension Trust first reports an interest in NCS Group Trust - International Fun (Walter Scott Ncs): $13M at 2024-05-31
    with Walter Scott Ncsaskebsa.dol.gov
  • May 31, 2024Holding started
    Intermountain Ironworkers Pension Trust first reports an interest in Segall Bryant & Hamill Intl Sm Cap: $9M at 2024-05-31
    with Segall Bryant & Hamill Quality Highaskebsa.dol.gov
  • May 31, 2024Holding endedinference
    Intermountain Ironworkers Pension Trust no longer reports TCW Capital Trust (last held $16,641 at 2023-05-31; absent from the 2024-05-31 filing)
    with TCW Capital Trustaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 876124266-001
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.