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.

Fund

Union Mortgage Account

separate account (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
5
distinct allocators on the tape
Rows
14
across successive reports
Held, latest filings
$52.1M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
5 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 5), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Florida Trowel Trades Pension Trust Fundn/aheld--Dec 31, 2024
Iue-Cwa Pension Plann/aheld--Dec 31, 2024
Mosaic & Terrazzo Pension Fundn/aheld--Dec 31, 2024
Plumbers & Steamfitters Local 43 Pension Fundn/aheld--Jun 30, 2025
Western Conference of Teamsters Pension Plann/aheld--Dec 31, 2024
Every row
14 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Plumbers & Steamfitters Local 43 Pension FundUnion Mortgage Accountseparate accountFixed income$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Conference of Teamsters Pension PlanUnion Mortgage Accountseparate accountFixed income$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Florida Trowel Trades Pension Trust FundUnion Mortgage Accountseparate accountFixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Iue-Cwa Pension PlanUnion Mortgage Accountseparate accountFixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Mosaic & Terrazzo Pension FundUnion Mortgage Accountseparate accountFixed income$479,500 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers & Steamfitters Local 43 Pension FundUnion Mortgage Accountseparate accountFixed income$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Iue-Cwa Pension PlanUnion Mortgage Accountseparate accountFixed income$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Conference of Teamsters Pension PlanUnion Mortgage Accountseparate accountFixed income$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mosaic & Terrazzo Pension FundUnion Mortgage Accountseparate accountFixed income$464,655 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Florida Trowel Trades Pension Trust FundUnion Mortgage Accountseparate accountFixed income$89,381 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Plumbers & Steamfitters Local 43 Pension FundUnion Mortgage Accountseparate accountFixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Conference of Teamsters Pension PlanUnion Mortgage Accountseparate accountFixed income$45.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mosaic & Terrazzo Pension FundUnion Mortgage Accountseparate accountFixed income$445,866 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Iue-Cwa Pension PlanUnion Mortgage Accountseparate accountFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.