3 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Asbestos Workers Local 8 Retirement Trust Plan

Taft-Hartley plan· Lexington, Kentucky

Taft-Hartley plan, based in Lexington, Kentucky, reporting $18.6M in assets, for 451 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$18.6M
Funded ratio
27.7%
Fund commitments
2
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, American Core Realty no longer appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Asbestos Workers Local 8 Retirement Trust Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$18.6M
Total assets, May 31, 2025 reported
Funded
27.7%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
2
2 managers on Schedule C
Plan sponsor: Asbestos Workers Local 8 Retirement Trust Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 2.8%
  • Common/collective trusts 6.9%
  • Registered investment companies 88.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    American Core Realty no longer appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with American Core Realtyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    ASB Capital Management appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with ASB Capital Management LLCaskebsa.dol.gov
  • Jun 1, 2024Funded status changed
    Asbestos Workers Local 8 Retirement Trust Plan funded ratio 30.2% -> 27.7% (2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • Jun 1, 2023Funded status changed
    Asbestos Workers Local 8 Retirement Trust Plan funded ratio 32.8% -> 30.2% (2022-06-01 to 2023-06-01)
    askebsa.dol.gov
  • Jun 1, 2023Assets changed
    Asbestos Workers Local 8 Retirement Trust Plan plan assets $26M -> $22M (-15.4%, 2022-06-01 to 2023-06-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025ASB Allegiance Real Estate Fundcollective trustASB AllegianceReal estate$505,481 heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025American Core Realty Fundcollective trustAmerican CoreReal estate$769,364 heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024American Core Realty Fundcollective trustAmerican CoreReal estate$783,789 heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
30 readings
Total assets
$18.6M May 31, 2025 reported Form 5500
$20.5M (2024-05) · $21.8M (2023-05)
Plan assets
$20.4M Jun 1, 2024 reported Form 5500
$21.8M (2023-06) · $25.7M (2022-06)
Net assets
$18.6M May 31, 2025 reported Form 5500
$20.4M (2024-05) · $21.8M (2023-05)
Funded ratio
27.7% Jun 1, 2024 reported Form 5500
30.2% (2023-06) · 32.8% (2022-06)
Participants
451 Jun 1, 2024 reported Form 5500
451 (2023-06) · 445 (2022-06)
Contributions
$2.7M May 31, 2025 reported Form 5500
$2.2M (2024-05) · $2.4M (2023-05)
Benefits paid
$6.1M May 31, 2025 reported Form 5500
$6.1M (2024-05) · $6.0M (2023-05)
Net investment income
-$1.9M May 31, 2025 reported Form 5500
-$1.3M (2024-05) · -$3.9M (2023-05)
Investment management fees
$41,107 May 31, 2025 reported Form 5500
$47,092 (2024-05) · $44,352 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 2025451Not disclosedNot disclosedn/a$18.6MNot disclosedNot disclosedNot disclosed
2023 to May 31, 2024451Not disclosedNot disclosedn/a$20.5MNot disclosedNot disclosedNot disclosed
2022 to May 31, 2023445Not disclosedNot disclosedn/a$21.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Shumaker Loop & Kendrick LLP codes 29 $45,000 PY2024
  • CRS Inc codes 11 $40,050 PY2024
  • Mariner codes 27 $31,500 PY2024

+29 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: EIN-PN 316131266-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-06-01source
  • Funded status changed
    2024-06-01source
  • Manager relationship ended
    2024-12-31source

+2 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX