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
Ironworkers Local Union No. 402 Pension Fund
Taft-Hartley planPittsburgh, PA
Assets
$15.4M
Total assets, Mar 31, 2025 reported
Funded
70.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
3
none on the tape
Plan sponsor: Trustees of Ironworkers Local Union No. 402 Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 6.4%
- U.S. Government securities 12.0%
- Other investments 10.5%
- Common/collective trusts 14.4%
- Registered investment companies 27.4%
- Common stock 27.2%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Mar 31, 2023 Form 5500
- BHA Consulting Actuarythrough Mar 31, 2023 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
- Legal and General3 rows, latest Mar 31, 2025
Commitments
3 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 Mar 31, 2025 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$66,355 (2024-03) · $67,705 (2023-03)
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 Mar 31, 2025 | 407 | n/a | n/a | n/a | $15.4M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 409 | n/a | n/a | n/a | $16.1M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 421 | n/a | n/a | n/a | $15.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 19 51 $70,414 PY2024
- Zenith American Solutions codes 13 50 $52,520 PY2024
- BHA Consulting LLC codes 11 50 $47,243 PY2024
- Steven D Eisenberg Cpa,p.a. codes 10 50 $17,441 PY2024
- Mierzwa and Floyd P.A. codes 29 50 $11,858 PY2024
- Ironworkers Local #402 codes 49 50 $7,000 PY2024
- Legal & General S&p500 Cit Fund Sched. D C $2.2M PY2024
- BHA Consulting LLC codes 11 PY2024
- Morgan Stanley Smith Barney codes 19 51 $66,355 PY2023
- Zenith American Solutions codes 13 50 $56,520 PY2023
- BHA Consulting LLC codes 11 50 $53,554 PY2023
- Steven D Eisenberg Cpa,p.a. codes 10 50 $20,707 PY2023
- Mierzwa and Floyd P.A. codes 29 50 $14,240 PY2023
- Ironworkers Local #402 codes 49 50 $12,000 PY2023
- Legal and General S&p 500 Cit Fund Sched. D C $2.4M PY2023
- BHA Consulting LLC codes 11 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $67,705 PY2022
- Zenith American Solutions codes 13 50 $54,348 PY2022
- BHA Consulting LLC codes 11 50 $38,748 PY2022
- Ironworkers Local #402 codes 49 50 $18,487 PY2022
- Steven D Eisenberg Cpa,p.a. codes 10 50 $16,270 PY2022
- Mierzwa and Floyd P.A. codes 29 50 $9,868 PY2022
- Leagal & General S&p Cit Fund Sched. D C $2.1M PY2022
- BHA Consulting LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceMorgan Stanley Smith Barney no longer appears on Ironworkers Local Union No. 402 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Apr 1, 2023Funded status changedIronworkers Local Union No. 402 Pension Fund funded ratio 66.9% -> 69.1% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedIronworkers Local Union No. 402 Pension Fund plan assets $17M -> $15M (-11.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596227518-001
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.