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AllocatorsPlantaft hartley100m-1b

I.U.O.E. Local 57 Pension Plan

Allocators

Johnston, RI

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Search this name across graphsid dfx:al:ccd6e1dc-fa26-4f5f-979a-ee054754dc05

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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: $296Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 109%
Participants: 964
Commitments: 12with an amount; holdings are counted apart
Managers: 1
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 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	n/a	Public equity	$153M	Dec 31, 2025	103 12 ie	Dol form 5500 pension
Equity Group Trust	n/a	Public equity	$132M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Equity Group Trust	n/a	Public equity	$116M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Equity Group Trust	n/a	Public equity	$101M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$70.1M	Dec 31, 2025	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$60.6M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$51.6M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	n/a	Fixed income	$34.5M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$9.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$6.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$6.0M	Dec 31, 2025	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$5.8M	Dec 31, 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; 24 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	$3.5M	Dec 31, 2025	Derived
Insurance company general account	n/a	n/a	n/a	1	$3.2M	Dec 31, 2025	Derived
Other investments	n/a	n/a	n/a	1	$2.6M	Dec 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	18	$54.1M	Dec 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	2	$6.0M	Dec 31, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	76	$223M	Dec 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
Segal	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Trustees of I.U.O.E. Local 57Plan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (1)

→ SegalInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500

Dated events

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

Show 7 bookkeeping events

Occurred
Dec 31, 2025
I.U.O.E. Local 57 Pension Plan total assets $259M -> $296M (+14.3%, 2024-12-31 to 2025-12-31)
Occurred
Jan 1, 2025
I.U.O.E. Local 57 Pension Plan funded ratio 103.1% -> 109.0% (2024-01-01 to 2025-01-01)
Occurred
Jan 1, 2025
I.U.O.E. Local 57 Pension Plan plan assets $230M -> $258M (+12.5%, 2024-01-01 to 2025-01-01)
Occurred
Dec 31, 2024
I.U.O.E. Local 57 Pension Plan total assets $230M -> $259M (+12.5%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
I.U.O.E. Local 57 Pension Plan plan assets $202M -> $230M (+13.9%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
I.U.O.E. Local 57 Pension Plan total assets $202M -> $230M (+13.9%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
I.U.O.E. Local 57 Pension Plan funded ratio 98.7% -> 104.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ccd6e1dc-fa26-4f5f-979a-ee054754dc05
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.