Plumbers Local 9 Pension Plan
Taft-Hartley plan, based in West Trenton, New Jersey, reporting $308M in assets, for 1,841 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $62M at 2025-06-30.
6 more advisers, 6 more managers, 18 more commitments and 9 more dated events
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- Manning & Napier Disciplined Value3 commitments
- NIS Core Fixed Income Fund, LLC3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Exeter Trust Company3 commitments
- Amalgamated Bank3 commitments
- National Investment Services3 commitments
Relationship network
52 connected entities21 observed commitments12 repeat counterparties15 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 2.2%
- Insurance company general account 3.9%
- Other investments 0.5%
- Partnership/joint venture interests 9.4%
- Common/collective trusts 69.1%
- Pooled separate accounts 3.6%
- Registered investment companies 5.4%
- Common stock 5.3%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- Prudential Insurance Company of Ame Investment adviser (plan)through Jun 30, 2023 Form 5500
- Prudential Retirement & Annuity Ins Investment adviser (plan)through Jun 30, 2023 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Exeter Trust Company3 rows, latest Jun 30, 2025
- Amalgamated Bank3 rows, latest Jun 30, 2025
- National Investment Services3 rows, latest Jun 30, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Conningplan years
- Conningplan years
+8 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
- Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $62M at 2025-06-30with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
- Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan first reports an interest in Longview Broad Market 3000 Index Fu (Amalgamated Bank): $10M at 2025-06-30with Amalgamated Bankaskebsa.dol.gov
- Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $17M at 2025-06-30with Ullico Investment Advisorsaskebsa.dol.gov
- Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan first reports an interest in Longview Largecap 1000 Value Index: $6M at 2025-06-30with Longview Largecap 1000 Value Indexaskebsa.dol.gov
- Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $63M at 2025-06-30with Amalgamated Bank of New Yorkaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Manning & Napier Disciplined Valuecollective trust | Exeter Trust Company | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $61.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $13.9M held | Disclosed holding | askebsa.dol.gov |
+18 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,841 | Not disclosed | Not disclosed | n/a | $308M | $29.0M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,856 | Not disclosed | Not disclosed | n/a | $282M | $5.3M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,822 | Not disclosed | Not disclosed | n/a | $260M | $4.6M | Not disclosed | Not disclosed |
- Crescent Credit Solutions Viiia-2lp codes 28 52 $844,014 PY2024
- IE Shaffer & Co codes 13 $388,239 PY2024
- Ullico Investment Advisors codes 28 $241,804 PY2024
+75 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers Local 9 Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
+11 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
+21 connections on the graph
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