I.B.E.W. Local 38 Pension Plan
Taft-Hartley plan, based in Cleveland, Ohio, reporting $446M in assets, for 3,488 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, KEY Bank no longer appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 5 more managers and 21 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Pimco Collective Investment Trust3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Pimco3 commitments
- Chevy Chase Trust Company3 commitments
- Great Gray Trust Company3 commitments
Relationship network
49 connected entities24 observed commitments16 repeat counterparties12 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.7%
- Other investments 6.8%
- Common/collective trusts 63.4%
- Common stock 28.1%
Consultants and advisers
- Segal Macro Advisors General consultantInvestment adviser (plan)through Apr 30, 2025 Form 5500
- KEY Bank Custodianthrough Apr 30, 2024 Form 5500
- PNC Financial Services Group, Inc. Custodianthrough Apr 30, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Pimco3 rows, latest Apr 30, 2025
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- Great Gray Trust Company3 rows, latest Apr 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Pimcoplan years
- Chevy Chase Trust Companyplan years
- Kayne Anderson Rudnick Investmentplan years
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceKEY Bank no longer appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedKEY Bank appears on I.B.E.W. Local 38 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with KEY Bankaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Pimco Collective Investment Trustcollective trust | Pimco | Pooled vehicles | $80.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $107M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov |
+21 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 $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 3,488 | Not disclosed | Not disclosed | n/a | $446M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 3,446 | Not disclosed | Not disclosed | n/a | $427M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 3,423 | Not disclosed | Not disclosed | n/a | $409M | Not disclosed | Not disclosed | Not disclosed |
- Manning & Napier codes 28 51 $369,197 PY2024
- Fisher Investments codes 28 51 $324,706 PY2024
- Earnest Partners codes 28 51 $271,063 PY2024
+74 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
I.B.E.W. Local 38 Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2023-12-31source on record
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
+26 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.