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

Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.

Taft-Hartley planChicago, IL
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
88.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
2 managers on Schedule C
Plan sponsor: BD of Trustees Local 705 I.B. of T. Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.9%
  • Corporate debt instruments (other) 0.8%
  • Corporate debt instruments (preferred) 3.9%
  • U.S. Government securities 4.2%
  • Other investments 6.0%
  • Partnership/joint venture interests 24.1%
  • 103-12 investment entities 5.0%
  • Common/collective trusts 12.6%
  • Registered investment companies 15.8%
  • Common stock 22.1%
  • Real estate (other than employer real property) 2.8%
Consultants and advisers
10 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$45,863 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sierra Franklin Eafe Plus Equity Trcollective trustFiduciary Trust International of the SouthPublic equity$50.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$94.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Victory Income Investors Core Pluscollective trustGlobal Trust CompanyFixed income$98.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$41.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$29.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$29.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$23,532 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sierra Franklin Eafe Plus Equity Trcollective trustFiduciary Trust International of the SouthPublic equity$55.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$81.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Victory Income Investors Core Pluscollective trustGlobal Trust CompanyFixed income$68.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$47.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$1.9B Dec 31, 2024 reported Form 5500
$1.7B (2023-12)
Plan assets
$1.7B Jan 1, 2024 reported Form 5500
$1.6B (2023-01)
Net assets
$1.9B Dec 31, 2024 reported Form 5500
$1.7B (2023-12)
Funded ratio
88.5% Jan 1, 2024 reported Form 5500
84.2% (2023-01)
Participants
15,902 Jan 1, 2024 reported Form 5500
16,189 (2023-01)
Contributions
$170M Dec 31, 2024 reported Form 5500
$172M (2023-12)
Benefits paid
$167M Dec 31, 2024 reported Form 5500
$151M (2023-12)
Net investment income
$157M Dec 31, 2024 reported Form 5500
$177M (2023-12)
Investment management fees
$10.1M Dec 31, 2024 reported Form 5500
$6.4M (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202415,902n/an/an/a$1.9B$458Mn/a$53.6M
2023 to Dec 31, 202316,189n/an/an/a$1.7B$384Mn/a$51.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    Victory Sophus Emerging Markets no longer appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Victory Sophus Emerging Marketsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Datalynx Spengler appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023)
    with Datalynx Spengleraskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Pinebridge Investments LLC no longer appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Pinebridge Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Victory Income Investors Core Plus appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Victory Income Investors Core Plusaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Kelly Appraisal Consultants Inc appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023)
    with Kelly Appraisal Consultants Incaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. funded ratio 84.2% -> 88.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. plan assets $1.6B -> $1.7B (+11.4%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366492502-001
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.