Plumbers & Pipefitters Local No. 25 Pension Fund
Taft-Hartley plan, based in Moline, Illinois, reporting $470M in assets, for 2,030 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Smith Graham no longer appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
2 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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Relationship network
16 connected entities
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
- 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 1.0%
- Corporate debt instruments (other) 4.5%
- U.S. Government securities 4.5%
- Other investments 0.1%
- Registered investment companies 69.0%
- Common stock 20.3%
Consultants and advisers
- Investment Consulting Group Investment adviser (plan)through Mar 31, 2023 Form 5500
- Quad City Bank & Trust Custodianthrough Mar 31, 2023 Form 5500
- Athena Actuarial Consulting LLC Actuarythrough Mar 31, 2023 Form 5500
People
Manager roster
- Dana Investment Advisors, Inc.plan years 2025
- Barrow Hanley Mewhinney & Straussplan years 2025
- LSV Asset Managementplan years 2023
+4 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 endedinferenceSmith Graham no longer appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDana Investment Advisors, Inc. appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedBarrow Hanley Mewhinney & Straus appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Barrow Hanley Mewhinney & Straussaskebsa.dol.gov
- Apr 1, 2024Funded status changedPlumbers & Pipefitters Local No. 25 Pension Fund funded ratio 115.6% -> 123.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedPlumbers & Pipefitters Local No. 25 Pension Fund plan assets $397M -> $460M (+16.0%, 2023-04-01 to 2024-04-01)
+2 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
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 Mar 31, 2025 | 2,030 | Not disclosed | Not disclosed | n/a | $470M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 2,015 | Not disclosed | Not disclosed | n/a | $461M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,996 | Not disclosed | Not disclosed | n/a | $397M | Not disclosed | Not disclosed | Not disclosed |
- William Blair Management LLC codes 28 $248,574 PY2024
- Dana Investment Advisors, Inc. codes 28 51 68 $246,017 PY2024
- P&p Local 25 Fringe Benefit, LLC codes 13 $236,218 PY2024
+38 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
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+4 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
+11 connections on the graph
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