1 more adviser, 3 more managers, 25 more commitments and 4 more dated events

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Iuoe Local 30 Pension Fund

Taft-Hartley plan· Whitestone, New York

Taft-Hartley plan, based in Whitestone, New York, reporting $406M in assets, for 4,999 participants.

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

Assets
$406M
Funded ratio
88.7%
Fund commitments
7
Managers
6
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (7)Allocation policyConsultants
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 2025, Select Equity Group, Inc. appears on Iuoe Local 30 Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024).

Capital path

who backs this record, through what, into what; each name opens its own path
Iuoe Local 30 Pension Fund
Funds committed to
All 7
Managers
All 6
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$406M
Total assets, Dec 31, 2025 reported
Funded
88.7%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
7
6 managers on Schedule C
Plan sponsor: BD of Trustees Iuoe Local 30 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.3%
  • Corporate debt instruments (other) 11.5%
  • U.S. Government securities 9.6%
  • Insurance company general account 0.3%
  • Other investments 7.8%
  • Partnership/joint venture interests 8.5%
  • Common/collective trusts 32.5%
  • Pooled separate accounts 4.3%
  • Registered investment companies 4.5%
  • Real estate (other than employer real property) 10.8%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

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

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From Schedule C (investment management, code 28)

+6 more Schedule C managers

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What changed
9 events
  • Dec 31, 2025Manager relationship started
    Select Equity Group, Inc. appears on Iuoe Local 30 Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Select Equity Groupaskebsa.dol.gov
  • Dec 31, 2025Assets changed
    Iuoe Local 30 Pension Fund total assets $367M -> $406M (+10.6%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    Iuoe Local 30 Pension Fund funded ratio 86.6% -> 88.7% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Loomis Sayles Trust Company no longer appears on Iuoe Local 30 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Ss&c Globeop no longer appears on Iuoe Local 30 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ss&c Technologies, Inc.askebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
28 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Wedge Small Cap Value Citcollective trustWedge Capital Management LLPPublic equity$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025William Blair Global Leaders Colleccollective trustWilliam Blair Investment ManagementPooled vehicles$37.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Boston Partners Large Cap Val Eq Fdcollective trustBoston PartnersPublic equity$16.5M heldDisclosed holdingaskebsa.dol.gov

+25 more commitments

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

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Size and funding
40 readings
Total assets
$406M Dec 31, 2025 reported Form 5500
$367M (2024-12) · $331M (2023-12) · $303M (2022-12)
Plan assets
$338M Jan 1, 2025 reported Form 5500
$309M (2024-01) · $276M (2023-01) · $315M (2022-01)
Net assets
$376M Dec 31, 2025 reported Form 5500
$338M (2024-12) · $309M (2023-12) · $276M (2022-12)
Funded ratio
88.7% Jan 1, 2025 reported Form 5500
86.6% (2024-01) · 85.7% (2023-01) · 85.7% (2022-01)
Participants
4,999 Jan 1, 2025 reported Form 5500
4,805 (2024-01) · 4,580 (2023-01) · 4,511 (2022-01)
Contributions
$24.7M Dec 31, 2025 reported Form 5500
$22.8M (2024-12) · $20.6M (2023-12) · $18.3M (2022-12)
Benefits paid
$19.9M Dec 31, 2025 reported Form 5500
$18.7M (2024-12) · $17.5M (2023-12) · $16.9M (2022-12)
Net investment income
$38.2M Dec 31, 2025 reported Form 5500
$29.1M (2024-12) · $33.0M (2023-12) · -$38.6M (2022-12)
Investment management fees
$1.2M Dec 31, 2025 reported Form 5500
$846,784 (2024-12) · $893,097 (2023-12) · $979,286 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,999Not disclosedNot disclosedn/a$406M$34.7MNot disclosed$44.0M
2024 to Dec 31, 20244,805Not disclosedNot disclosedn/a$367M$29.7MNot disclosed$43.1M
2023 to Dec 31, 20234,580Not disclosedNot disclosedn/a$331M$12.9MNot disclosed$43.2M
2022 to Dec 31, 20224,511Not disclosedNot disclosedn/a$303M$41.5MNot disclosed$43.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+104 more service providers

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Provenance
Identifiers: EIN-PN 516045848-001
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.
Capital chain

Iuoe Local 30 Pension Fund sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2025-01-01source
  • Manager relationship started
    2025-12-31source
  • Total assets changed
    2025-12-31source

+6 more changes on this record's ledger

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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

+19 connections on the graph

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