Steelworkers Western Independent Shops Pension Plan
Taft-Hartley plan, based in Pleasanton, California, reporting $132M in assets, for 2,798 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Steelworkers Western Independent Shops Pension Plan first reports an interest in SEI Global Private Assets VII, Cit: $202,611 at 2025-09-30.
1 more adviser and 10 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- SEI Global Private Assets VI Cit3 commitments
- SEI Structured Credit Collective Fd3 commitments
- SEI Core Property Collective Inv Tr3 commitments
- SEI Investments Management Corp13 commitments
Relationship network
22 connected entities13 observed commitments5 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 0.1%
- Common/collective trusts 28.4%
- Registered investment companies 70.6%
Consultants and advisers
- The Segal Co (western States), Inc. Actuarythrough Sep 30, 2023 Form 5500
- SEI Investment Company Custodianthrough Sep 30, 2023 Form 5500
- US Bank Trusteethrough Sep 30, 2023 Form 5500
+1 more consultant or adviser 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
- SEI Investments Management Corp13 rows, latest Sep 30, 2025
- SEI Investments Management Corpplan years
What changed
- Sep 30, 2025Holding startedSteelworkers Western Independent Shops Pension Plan first reports an interest in SEI Global Private Assets VII, Cit: $202,611 at 2025-09-30with SEI Glbl Prvt Assets VII Col Inv Traskebsa.dol.gov
- Oct 1, 2024Funded status changedSteelworkers Western Independent Shops Pension Plan funded ratio 83.8% -> 87.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedSteelworkers Western Independent Shops Pension Plan plan assets $111M -> $123M (+11.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedSteelworkers Western Independent Shops Pension Plan total assets $111M -> $124M (+11.3%, 2023-09-30 to 2024-09-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | SEI Global Private Assets VI Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | SEI Structured Credit Collective Fdcollective trust | SEI Investments Management Corp | Private credit | $15.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $16.7M held | Disclosed holding | askebsa.dol.gov |
+10 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 Sep 30, 2025 | 2,798 | Not disclosed | Not disclosed | n/a | $132M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,787 | Not disclosed | Not disclosed | n/a | $124M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,747 | Not disclosed | Not disclosed | n/a | $111M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments Company codes 19 21 24 25 28 33 50 51 $810,346 PY2024
- Benesys Administrators codes 14 15 26 38 50 $182,630 PY2024
- The Segal Company Inc codes 11 17 50 $143,442 PY2024
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Steelworkers Western Independent Shops Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+1 more change 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
+6 connections on the graph
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