Iron Workers Regional Shop Local Union No 855 Pension Trust
Taft-Hartley plan, based in Pasadena, California, reporting $77.2M in assets, for 2,005 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Iron Workers Regional Shop Local Union No 855 Pension Trust funded ratio 87.4% -> 90.5% (2023-07-01 to 2024-07-01).
1 more manager and 7 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- Russell 1000 Value Fund3 commitments
- Jpmcb High Yield Bond Fund3 commitments
- Wellington Wtc Cif II3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- JP Morgan Chase3 commitments
- Wellington Trust Company3 commitments
Relationship network
27 connected entities10 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
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.0%
- Other investments 15.7%
- Partnership/joint venture interests 9.4%
- Common/collective trusts 40.6%
- Registered investment companies 32.4%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- US Bank TrusteeCustodianthrough Jun 30, 2023 Form 5500
- Rael & Letson Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
- Wellington Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- JP Morgan Chaseplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jul 1, 2024Funded status changedIron Workers Regional Shop Local Union No 855 Pension Trust funded ratio 87.4% -> 90.5% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceIron Workers Regional Shop Local Union No 855 Pension Trust no longer reports CF Panagora Risk Parity Multi-Asset (Panagora Asset Management, Inc.) (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)with Panagora Asset Management, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedBlackrock Inc. appears on Iron Workers Regional Shop Local Union No 855 Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrockaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRreef American II Reit appears on Iron Workers Regional Shop Local Union No 855 Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Rreef American II Reitaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePanagora Asset Management no longer appears on Iron Workers Regional Shop Local Union No 855 Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Panagora Asset Management, Inc.askebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Russell 1000 Value Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $22.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb High Yield Bond Fundcollective trust | JP Morgan Chase | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wellington Wtc Cif IIcollective trust | Wellington Trust Company | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 2,005 | Not disclosed | Not disclosed | n/a | $77.2M | $7.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,058 | Not disclosed | Not disclosed | n/a | $74.9M | $6.9M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,062 | Not disclosed | Not disclosed | n/a | $74.6M | $6.9M | Not disclosed | Not disclosed |
- IFM Global Infrastructure codes 28 $98,986 PY2024
- Ironworkers Employees Benefit Corp codes 13 $89,000 PY2024
- Rael & Letson codes 11 $82,546 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers Regional Shop Local Union No 855 Pension Trust sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
- Manager relationship started2023-12-31source 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
+14 connections on the graph
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