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
Utah Pipe Trades Pension Trust Fund
Taft-Hartley planPleasanton, CA
Assets
$263M
Total assets, Dec 31, 2024 reported
Funded
129.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees, Utah Pipe Trades Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (preferred) 12.8%
- U.S. Government securities 18.9%
- Common stock 65.7%
Consultants and advisers
2 firms
- Wells Fargo Advisors, LLC Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Alta Capital Managementplan years 2022
- Systematic Financial Managementplan years 2022
- Delaware Investmentsplan years 2022
- Macquarie Investment Mgmnt Advisersplan years 2022
- Dana Investment Advisors, Inc.plan years 2022
- Lazard Asset Management LLCplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
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 | 2,499 | n/a | n/a | n/a | $263M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,149 | n/a | n/a | n/a | $245M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,273 | n/a | n/a | n/a | $214M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wells Fargo Advisors codes 19 27 $250,391 PY2024
- Dana Investment Advisors codes 28 51 $247,836 PY2024
- Systematic Financial Management, LP codes 28 51 $244,889 PY2024
- Delaware Capital Management codes 28 51 $203,030 PY2024
- Alta Capital Management codes 28 51 68 $181,062 PY2024
- Lazard Asset Management codes 28 51 $151,148 PY2024
- Benesys Administrators codes 13 50 $110,095 PY2024
- Milliman codes 11 50 $70,511 PY2024
- Mondress Monaco Parr Lockwood PLLC codes 29 50 $60,140 PY2024
- Delaware International codes 28 51 $56,654 PY2024
- Miller Kaplan Arase LLP codes 10 50 $45,013 PY2024
- US Bank codes 49 $14,523 PY2024
- Smart Source LLC codes 36 50 $10,646 PY2024
- Segal Select Ins. Services codes 53 PY2024
- Milliman, Inc. codes 11 PY2024
- Delaware Capital Management codes 28 51 $236,279 PY2023
- Dana Investment Advisors codes 28 51 $234,559 PY2023
- Alta Capital Management codes 28 51 68 $226,415 PY2023
- Wells Fargo Advisors codes 19 27 $219,434 PY2023
- Systematic Financial Management, LP codes 28 51 $205,867 PY2023
- Benesys Administrators codes 13 50 $107,912 PY2023
- Lazard Asset Management codes 28 51 $88,142 PY2023
- Milliman codes 11 50 $70,533 PY2023
- Delaware International codes 28 51 $49,303 PY2023
- Mondress Monaco Parr Lockwood PLLC codes 29 50 $44,323 PY2023
- Miller Kaplan Arase LLP codes 10 50 $24,500 PY2023
- US Bank codes 49 $13,293 PY2023
- Smart Source LLC codes 36 50 $8,981 PY2023
- Segal Select Ins. Services codes 53 PY2023
- Milliman, Inc. codes 11 PY2023
- Dana Investment Advisors codes 28 51 $241,564 PY2022
- Wells Fargo Advisors codes 19 27 $222,373 PY2022
- Delaware Capital Management codes 28 51 $219,391 PY2022
- Alta Capital Management codes 28 51 68 $209,037 PY2022
- Systematic Financial Management, LP codes 28 51 $185,270 PY2022
- Benesys Administrators codes 13 50 $102,816 PY2022
- Lazard Asset Management codes 28 51 $87,654 PY2022
- Milliman codes 11 50 $73,566 PY2022
- Mondress Monaco Parr Lockwood PLLC codes 29 50 $42,990 PY2022
- Delaware International codes 28 51 $42,524 PY2022
- Miller Kaplan Arase LLP codes 10 50 $24,500 PY2022
- US Bank codes 49 $13,202 PY2022
- Smart Source LLC codes 36 50 $5,321 PY2022
- Segal Select Ins. Services codes 53 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Assets changedUtah Pipe Trades Pension Trust Fund plan assets $214M -> $244M (+13.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUtah Pipe Trades Pension Trust Fund total assets $214M -> $245M (+14.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedUtah Pipe Trades Pension Trust Fund funded ratio 137.2% -> 128.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUtah Pipe Trades Pension Trust Fund plan assets $267M -> $214M (-19.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516077569-001
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.