DFX Intelligence

Data Factory

AllocatorsPlantaft hartley<100m

Ironworkers 568 Retirement Plan

Allocators

Cumberland, MD

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:272760fe-200e-499f-a487-8d7c72f211f4

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, 6:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 7
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: $10.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 113%
Participants: 148
Commitments: 8with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
Neuberger Berman Strategic Multi-Se	Neuberger Berman Trust Company, Na	Pooled vehicle	$1.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Neuberger Berman Strategic Multi-Se	Neuberger Berman Trust Company, Na	Pooled vehicle	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$409,295	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$345,824	Dec 31, 2023	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$332,950	Dec 31, 2024	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$313,872	Dec 31, 2022	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$207,919	Dec 31, 2024	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$207,131	Dec 31, 2023	Collective trust	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	2	$186,655	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	16	$1.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	82	$8.9M	Dec 31, 2024	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
Bolton Partners, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Standard Valuation	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← The Board of Trustees of the Ironworkers 568 Retirement PlanPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Bolton Partners, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Standard ValuationInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Ironworkers 568 Retirement Plan first reports an interest in Neuberger Berman Strategic Multi-Se (Neuberger Berman Trust Company, Na): $1M at 2023-12-31
Neuberger Berman Trust Company, Na Form 5500observed 3 days ago
$1.1M

Show 6 bookkeeping events

Occurred
Dec 31, 2024
Ironworkers 568 Retirement Plan total assets $9M -> $11M (+22.6%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Ironworkers 568 Retirement Plan funded ratio 110.0% -> 112.7% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Ironworkers 568 Retirement Plan plan assets $8M -> $9M (+16.9%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Ironworkers 568 Retirement Plan total assets $8M -> $9M (+16.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Ironworkers 568 Retirement Plan funded ratio 96.0% -> 110.0% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Ironworkers 568 Retirement Plan plan assets $11M -> $8M (-28.1%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:272760fe-200e-499f-a487-8d7c72f211f4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.