Miami Ironworkers Local 272 Pension Trust Fund
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $92.5M in assets, for 1,344 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Miami Ironworkers Local 272 Pension Trust Fund first reports an interest in Legal & General Msci Acwi Ex US Fd: $2M at 2025-09-30.
9 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- Separate Account J3 commitments
- AEW Core Property Trust3 commitments
- Legal & General S&p 500 Cit Fund3 commitments
- Legal and General6 commitments
- Union Labor Life Insurance Company3 commitments
- AEW Core Property Trust3 commitments
Relationship network
24 connected entities12 observed commitments7 repeat counterpartiescommitments 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
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 10.7%
- U.S. Government securities 17.5%
- Other investments 22.5%
- Common/collective trusts 17.1%
- Pooled separate accounts 3.5%
- Registered investment companies 5.1%
- Common stock 21.4%
Consultants and advisers
- Capfinancial Partners, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Sep 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Legal and General6 rows, latest Sep 30, 2025
- Union Labor Life Insurance Company3 rows, latest Sep 30, 2025
- AEW Core Property Trust3 rows, latest Sep 30, 2025
- Legal and Generalplan years
- Union Labor Life Insurance Companyplan years 2023
What changed
- Sep 30, 2025Holding startedMiami Ironworkers Local 272 Pension Trust Fund first reports an interest in Legal & General Msci Acwi Ex US Fd: $2M at 2025-09-30with Legal & General Msci Acwi Ex US Fdaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceMiami Ironworkers Local 272 Pension Trust Fund no longer reports Legal & General Collective Trust Ms (Legal and General) (last held $2M at 2024-09-30; absent from the 2025-09-30 filing)with Legal and Generalaskebsa.dol.gov
- Oct 1, 2024Assets changedMiami Ironworkers Local 272 Pension Trust Fund plan assets $73M -> $86M (+16.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedMiami Ironworkers Local 272 Pension Trust Fund total assets $74M -> $86M (+15.7%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedMiami Ironworkers Local 272 Pension Trust Fund funded ratio 105.4% -> 100.9% (2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Separate Account Jseparate account | Union Labor Life Insurance Company | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Legal & General Msci Acwi Ex US Fdcollective trust | Legal and General | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | AEW Core Property Trustcollective trust | AEW Core Property Trust | Real estate | $4.9M held | Disclosed holding | askebsa.dol.gov |
+9 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 Sep 30, 2025 | 1,344 | Not disclosed | Not disclosed | n/a | $92.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,362 | Not disclosed | Not disclosed | n/a | $85.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,234 | Not disclosed | Not disclosed | n/a | $74.0M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $251,448 PY2024
- National Employee Benefit Administr codes 13 50 $137,427 PY2024
- Horizon Actuarial Services codes 11 50 $59,176 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Miami Ironworkers Local 272 Pension Trust Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
- Total assets changed2024-10-01source on record
+2 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
+7 connections on the graph
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