Union pension plans

About the data

Union pension plans. Multiemployer (Taft-Hartley) defined-benefit pension plans, run jointly by a union and the employers of its members, that report holding partnership interests directly. They invest in private funds as limited partners, usually on the advice of an investment consultant. From the Department of Labor’s Form 5500 data sets (the “Latest” files for form year 2024: each filer’s latest filing, as received through 2026-09-24), joined on the filing’s ACK_ID: Form 5500 for the name, the kind of filer, the sponsor and its city and state; Schedule H for assets. Listed are defined-benefit plans (line 8a has a 1x characteristic code) whose plan year began in 2024, with at least $25 million on Schedule H line 1c(5), “Partnership/joint venture interests”, at the end of the plan year; total assets is line 1f; participants are line 6f, the total at the end of the plan year, or line 5, at its beginning, when 6f is empty. That line is what the filer itself holds in partnerships and joint ventures whose underlying assets are not plan assets under 29 CFR 2510.3-101, at the value it reports. It is not only private equity or venture capital: hedge funds, private credit, real estate, infrastructure, energy and timber partnerships and limited liability companies are in it too, and the form does not break it down. It leaves out partnerships that file as 103-12 investment entities (line 1c(12)), anything held through a master trust, a common or collective trust or a pooled separate account (lines 1c(9) to 1c(11), so a plan invested through its sponsor’s master trust shows little or nothing on its own line 1c(5)), and private funds a filer put on line 1c(15), “Other”. Unfunded commitments are not reported. Derived here: the choice of form year (the latest whose Schedule H file is at least 90% the size of the year before’s), the mixed-case spelling of names, the link to each filing on the Department’s public disclosure site (built from the ACK_ID), and the rounded figures in the facts. Organizations only: administrators’, signers’ and preparers’ names are not read, and a filer whose name reads as a person’s is left out. This file: multiemployer plans (Form 5500 line A), which are collectively bargained plans that several employers contribute to and a joint board of trustees runs. One plan is listed under a shortened name, after review: its official name opens with the names of two people, which are left off. As of September 24, 2026. Source: US Department of Labor, Form 5500 data sets (2024 Form 5500 and Schedule H).

Organizations only: no individuals are listed. A listing is a public record, not a recommendation.

Data feed: every capital source as CSV.