DFX Intelligence

Data Factory

AllocatorsPlantaft hartley<100m

Iron Workers Pension Trust Fund for Colorado

Allocators

Arvada, CO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:02a0cdbb-30b9-48b1-8828-cc3a1fcbf741

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $23.6Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 64%
Participants: 1,791
Commitments: 7with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Equity Group Trust	Segal Marco	Public equity	$12.3M	Mar 31, 2023	103 12 ie	Dol form 5500 pension
Equity Group Trust	Segal Marco	Public equity	$11.7M	Mar 31, 2024	103 12 ie	Dol form 5500 pension
Equity Group Trust	Segal Marco	Public equity	$9.7M	Mar 31, 2025	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Marco	Fixed income	$9.0M	Mar 31, 2024	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Marco	Fixed income	$8.9M	Mar 31, 2025	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Marco	Fixed income	$7.8M	Mar 31, 2023	103 12 ie	Dol form 5500 pension
Invesco Macro Allocation Strategy	Invesco Trust Company	Pooled vehicle	$2.8M	Mar 31, 2023	103 12 ie	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	3	$620,729	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$326,121	Mar 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	6	$1.3M	Mar 31, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	79	$18.6M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	11	$2.6M	Mar 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Rael & Letson	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
US Bank	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Segal Marco	n/a	Mar 31, 2024	n/a	yes	fact
Invesco Trust Company	n/a	Mar 31, 2023	n/a	yes	fact

Relationships

Manages for (2)

← Segal MarcoManager with allocator capital
Mar 31, 2024 to presentfactForm 5500
← Invesco Trust CompanyManager with allocator capital
Mar 31, 2023 to presentfactForm 5500

Sponsors (1)

← Trustees - Iron Workers Pension Trust Fund for ColoradoPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (3)

→ Rael & LetsonInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ US BankInvestment consultantcustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Iron Workers Pension Trust Fund for Colorado no longer reports Invesco Macro Allocation Strategy (last held $3M at 2023-03-31; absent from the 2024-03-31 filing)
Invesco Macro Allocation Strategy Form 5500observed 4 days ago
$2.8M

Show 2 bookkeeping events

Occurred
Apr 1, 2024
Iron Workers Pension Trust Fund for Colorado funded ratio 67.2% -> 64.2% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2023
Iron Workers Pension Trust Fund for Colorado plan assets $35M -> $28M (-19.3%, 2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:02a0cdbb-30b9-48b1-8828-cc3a1fcbf741
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Iron Workers Pension Trust Fund for Colorado

Allocators

Arvada, CO

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:02a0cdbb-30b9-48b1-8828-cc3a1fcbf741

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Equity Group Trust

Segal Marco

Public equity

$12.3M

Mar 31, 2023

103 12 ie

Dol form 5500 pension

Equity Group Trust

Segal Marco

Public equity

$11.7M

Mar 31, 2024

103 12 ie

Dol form 5500 pension

Equity Group Trust

Segal Marco

Public equity

$9.7M

Mar 31, 2025

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

Segal Marco

Fixed income

$9.0M

Mar 31, 2024

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

Segal Marco

Fixed income

$8.9M

Mar 31, 2025

103 12 ie

Dol form 5500 pension

Fixed Income Group Trust

Segal Marco

Fixed income

$7.8M

Mar 31, 2023

103 12 ie

Dol form 5500 pension

Invesco Macro Allocation Strategy

Invesco Trust Company

Pooled vehicle

$2.8M

Mar 31, 2023

103 12 ie

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$620,729

Mar 31, 2025

Derived

Non-interest-bearing cash

n/a

$326,121

Mar 31, 2025

Derived

Partnership/joint venture interests

n/a

$1.3M

Mar 31, 2025

Derived

103-12 investment entities

n/a

$18.6M

Mar 31, 2025

Derived

Registered investment companies

n/a

$2.6M

Mar 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Rael & Letson

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

US Bank

custodian

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Segal Marco Advisors

Investment adviser

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Segal Marco

n/a

Mar 31, 2024

n/a

yes

fact

Invesco Trust Company

n/a

Mar 31, 2023

n/a

yes

fact