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AllocatorsPlantaft hartley<100m

Iron Workers L. No.12 Pension Fund

Allocators

Wallingford, CT

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Search this name across graphsid dfx:al:abbe9a03-0a04-4501-bb13-5d9f0968a7f9

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
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: $33.7Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 50%
Participants: 659
Commitments: 17with an amount; holdings are counted apart
Managers: 6
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 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
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$5.3M	Jun 30, 2023	Separate account	Dol form 5500 pension
Loomis Sayles Strategic Alpha Trust	Loomis Sayles	Pooled vehicle	$4.9M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Loomis Sayles Strategic Alpha Trust	Loomis Sayles	Pooled vehicle	$4.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Loomis Sayles Strategic Alpha Trust	Loomis Sayles	Pooled vehicle	$4.5M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$4.3M	Jun 30, 2025	Separate account	Dol form 5500 pension
Prisa	Prudential Insurance Company of Ame	Pooled vehicle	$4.2M	Jun 30, 2024	Separate account	Dol form 5500 pension
Wtc-Cif II International Opportunit	Wellington Trust Company, Na	Pooled vehicle	$3.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Wtc-Cif II International Opportunit	Wellington Trust Company, Na	Pooled vehicle	$3.1M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II International Opportunit	Wellington Trust Company, Na	Pooled vehicle	$3.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Pimco All Asset Collective Trust	Pimco	Pooled vehicle	$2.4M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Pimco All Asset Collective Trust	Pimco	Pooled vehicle	$2.2M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Pimco All Asset Collective Trust	Pimco	Pooled vehicle	$2.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Aberdeen Emerging Markets Equity Fd	Aberdeen	Public equity	$1.9M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Aberdeen Emerging Markets Equity Fd	Aberdeen	Public equity	$1.7M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Aberdeen Emerging Markets Equity Fd	Aberdeen	Public equity	$1.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
William Blair Emerging Markets Grow	William Blair Investment Management	Public equity	$1.3M	Jun 30, 2025	Collective trust	Dol form 5500 pension
William Blair Emerging Markets Grow	William Blair Investment Management	Public equity	$1.2M	Jun 30, 2024	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; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$352,704	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	5	$1.6M	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	41	$13.8M	Jun 30, 2025	Derived
Pooled separate accounts	n/a	n/a	n/a	13	$4.3M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	30	$9.9M	Jun 30, 2025	Derived
Common stock	n/a	n/a	n/a	10	$3.3M	Jun 30, 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
Foster & Foster	actuary	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
United Actuarial Services, Inc.	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Wells Fargo Bank, Na	custodian	Jul 1, 2022	Jun 30, 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
Pimco	n/a	Jun 30, 2025	n/a	yes	fact
Aberdeen Emerging Markets	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact
Prudential Insurance Company of Ame	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Wellington Trust Company, Na	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Loomis Sayles Trust Company	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Manning & Napier Advisors, LLC	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact
Sei	Investment management	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Manages for (7)

← PimcoInvestment consultant
Jun 30, 2025 to presentfactForm 5500
← Prudential Insurance Company of AmeManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Wellington Trust Company, NaManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Loomis Sayles Trust CompanyManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Manning & Napier Advisors, LLCManager with allocator capitalInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← SeiInvestment consultantInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Aberdeen Emerging MarketsManager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Sponsors (1)

← Iron Workers Local No. 12 Pension FundPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (4)

→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ United Actuarial Services, Inc.Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Wells Fargo Bank, NaInvestment consultantcustodian
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Foster & FosterInvestment consultantactuary
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

Occurred
Jun 30, 2024
Holding in a pooled vehicle started
Iron Workers L. No.12 Pension Fund first reports an interest in William Blair Emerging Markets Grow (William Blair Investment Management): $1M at 2024-06-30
William Blair Investment Management Form 5500observed 4 days ago
$1.2M

Provenance

Graph: Allocators
Canonical id: dfx:al:abbe9a03-0a04-4501-bb13-5d9f0968a7f9
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.