Plumbers & Pipefitters Local Union No. 74 Pension Fund
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $184M in assets, for 1,153 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Eagle Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
3 more managers and 13 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- Legal & General Collective Trust Ms2 commitments
- JPM Infrastructure Investment Fund2 commitments
- Ntgi Collective Bond Index Fund2 commitments
- Northern Trust Investments, Inc.6 commitments
- Legal and General2 commitments
- Jpmorgan2 commitments
Relationship network
43 connected entities16 observed commitments14 repeat counterparties10 dated commitments shown here, 2023 to 2024
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 4.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 6.0%
- U.S. Government securities 9.3%
- Other investments 6.1%
- 103-12 investment entities 8.7%
- Common/collective trusts 33.7%
- Registered investment companies 15.1%
- Common stock 15.2%
Consultants and advisers
- Keystone 74 Benefits and Admin Actuarythrough Dec 31, 2024 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2023 Form 5500
- Cbiz Retirement Plan Advisory Services Actuarythrough Dec 31, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Legal and General2 rows, latest Dec 31, 2024
- Jpmorgan2 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Jpmorganplan years
- Ullico Investment Advisors, Inc.plan years
- The Boston Companyplan years 2024
+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
- Dec 31, 2024Manager relationship startedEagle Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Eagle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBoston Mid Cap Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with The Boston Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUllico Separate Account J Pnc appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Separate Account J Pncaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceStacey Braun Associates Inc no longer appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Stacey Braun Associates, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedPlumbers & Pipefitters Local Union No. 74 Pension Fund plan assets $155M -> $171M (+10.6%, 2023-01-01 to 2024-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $13.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | JPM Infrastructure Investment Fund103 12 ie | Jpmorgan | Infrastructure | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Investments, Inc. | Fixed income | $3,055 held | Disclosed holding | askebsa.dol.gov |
+13 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 Dec 31, 2024 | 1,153 | Not disclosed | Not disclosed | n/a | $184M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,123 | Not disclosed | Not disclosed | n/a | $171M | Not disclosed | Not disclosed | Not disclosed |
- J P Morgan Chase codes 28 $249,721 PY2024
- Zenith American Solutions codes 13 $90,451 PY2024
- Ullico Separate Account J Pnc codes 28 $88,089 PY2024
+47 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
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source 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
+15 connections on the graph
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