DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Southern California Pipe Trades Retirement Fund

Taft-Hartley planLOS Angeles, CA
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
104.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
38
10 managers on Schedule C
Plan sponsor: Southern California Pipe Trades Retirement Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 0.1%
  • Other investments 7.4%
  • Partnership/joint venture interests 28.5%
  • 103-12 investment entities 2.0%
  • Common/collective trusts 53.6%
  • Registered investment companies 2.3%
  • Real estate (other than employer real property) 2.0%
Consultants and advisers
10 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
38 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$31.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Crescent Capital Trust II (levered)collective trustCrescent Capital Collective InvPooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$24.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$31,916 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$81.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Emerging Markets Equity Citcollective trustGlobal Trust CompanyPublic equity$54.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$217M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$72.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global AdvisorsPooled vehicles$73.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$74.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Crescent Capital Trust II (levered)collective trustCrescent Capital Collective InvPooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$16,376 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$235M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Emerging Markets Equity Citcollective trustGlobal Trust Company Class aPublic equity$70.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc Diversified Credit Citcollective trustGlobal Trust CompanyPrivate credit$89.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Nepc US Small Cap Equity Citcollective trustGlobal Trust CompanyPublic equity$64.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$48.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$45.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$84.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$36.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Institutional Credit Fund, L.P.103 12 ieHPS Investment Partners LLCPrivate credit$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wash Capital Mortgage Income Fund103 12 ieWashington Capital Management, Inc.Fixed income$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Crescent Capital Trust II (levered)collective trustCrescent Capital Collective InvPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$45,977 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nepc Global Equity Citcollective trustGlobal Trust CompanyPublic equity$191M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Nepc Emerging Markets Equity Citcollective trustGlobal Trust CompanyPublic equity$56.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga US Treasury Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyFixed income$55.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$61.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ftse Rafi US 1000 Index Nl Ctfcollective trustState Street Global Advisors Trust CompanyPooled vehicles$85.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Msci Eafe Index Non-Lecollective trustState Street - Russell 2000Pooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022TCW Capital Trustcollective trustSEI Trust CompanyPooled vehicles$83,733 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf Small Companiescollective trustWellington Trust Company, NaPooled vehicles$20.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.6B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.3B (2022-12)
Plan assets
$1.4B Jan 1, 2024 reported Form 5500
$1.3B (2023-01) · $1.4B (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.3B (2022-12)
Funded ratio
104.3% Jan 1, 2024 reported Form 5500
102.6% (2023-01) · 102.1% (2022-01)
Participants
15,184 Jan 1, 2024 reported Form 5500
14,829 (2023-01) · 14,437 (2022-01)
Contributions
$118M Dec 31, 2024 reported Form 5500
$119M (2023-12) · $111M (2022-12)
Benefits paid
$92.3M Dec 31, 2024 reported Form 5500
$90.5M (2023-12) · $86.5M (2022-12)
Net investment income
$150M Dec 31, 2024 reported Form 5500
$160M (2023-12) · $-111M (2022-12)
Investment management fees
$2.5M Dec 31, 2024 reported Form 5500
$2.7M (2023-12) · $3.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202415,184n/an/an/a$1.6B$450Mn/a$32.3M
2023 to Dec 31, 202314,829n/an/an/a$1.4B$478Mn/a$50.9M
2022 to Dec 31, 202214,437n/an/an/a$1.3B$412Mn/a$54.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Southern California Pipe Trades Adm codes 14 50 $3.8M PY2024
  • NEW England Pension Consultants codes 27 50 $1.3M PY2024
  • Washington Capital codes 28 50 $584,155 PY2024
  • Eide Bailly LLP codes 10 50 $492,210 PY2024
  • Rael & Letson codes 11 50 $233,158 PY2024
  • Jpmcb Strategic Property Fund codes 28 50 $181,545 PY2024
  • Parametric codes 28 50 $141,125 PY2024
  • Bush Gottlieb a Law Corp codes 29 50 $116,448 PY2024
  • Bentallgreenoak codes 28 50 $84,026 PY2024
  • Meketa Investment Group codes 28 $83,636 PY2024
  • US Bank codes 18 62 $64,853 PY2024
  • Miller, Kaplan, Arase codes 10 50 $61,982 PY2024
  • Withum Smith+brown codes 10 50 $56,160 PY2024
  • State Street Global Advisors Trust codes 18 19 28 51 $53,731 PY2024
  • Segal Consulting codes 16 50 $47,320 PY2024
  • Odonoghue & Odonoghue codes 29 50 $39,009 PY2024
  • Kraw Law Group codes 29 50 $21,798 PY2024
  • Marsh Mclennan Agency, LLC codes 22 50 PY2024
  • 400 Capital Management codes 28 52 PY2024
  • Kayne Anderson Capital Advisors, L. codes 28 52 PY2024
  • Trive Capital codes 28 52 72 PY2024
  • VWH Capital Management, LP codes 28 52 PY2024
  • Nexus Capital Management, LP codes 28 52 PY2024
  • Blue Torch codes 28 52 PY2024
  • MGG Investment Group LP codes 28 52 61 PY2024
  • Landmark Equity Advisors LLC codes 28 52 PY2024
  • Crescent Capital Group LP codes 28 52 PY2024
  • Washington Capital Mangement Inc. Sched. D E $31.6M PY2024
  • Crescent Capital Trust II (levered) Sched. D C $13.6M PY2024
  • Jpmcb Strategic Property Fund Sched. D C $24.2M PY2024
  • Longview Ultra Construction Loan Fu Sched. D C $31,916 PY2024
  • Nepc Diversified Credit Cit Sched. D C $81.8M PY2024
  • Nepc Emerging Market Equity Cit Sched. D C $54.2M PY2024
  • Nepc Global Equity Cit Sched. D C $217M PY2024
  • Nepc US Small Cap Equity Cit Sched. D C $72.7M PY2024
  • State Street Ftse Rafi US 1000 Inde Sched. D C $83.6M PY2024
  • State Street Msci Eafe Index Non Le Sched. D C $47.7M PY2024
  • State Street U.S. Treasury Index No Sched. D C $74.1M PY2024
  • State Street S&p 500(r) Flagship No Sched. D C $103M PY2024
  • State Street U.S. Tips Index Ni Sched. D C $73.9M PY2024
  • Rael & Letson codes 11 PY2024
  • Southern California Pipe Trades Adm codes 14 50 $3.5M PY2023
  • New England Pension Consultants codes 20 50 $1.2M PY2023
  • Washington Capital codes 28 51 $564,777 PY2023
  • Eide Bailly LLP codes 10 50 $353,336 PY2023
  • Jpmcb Strategic Property Fund codes 28 51 $301,271 PY2023
  • Rael & Letson codes 29 50 $248,265 PY2023
  • Champlain codes 28 51 $240,813 PY2023
  • US Bank codes 19 50 $145,688 PY2023
  • Bush Gottlieb a Law Corp codes 29 50 $143,500 PY2023
  • Miller, Kaplan, Arase codes 10 50 $106,780 PY2023
  • Parametric codes 28 51 $105,119 PY2023
  • State Street Global Advisors codes 28 51 $103,978 PY2023
  • Wellington Management Company codes 28 51 $91,024 PY2023
  • Meketa Investment Group codes 27 51 $81,200 PY2023
  • Bentallgreenoak codes 28 51 $37,166 PY2023
  • Kraw Law Group codes 29 50 $30,194 PY2023
  • Odonoghue & Odonoghue codes 29 50 $21,125 PY2023
  • Segal Consulting codes 17 50 $19,022 PY2023
  • Withum Smith+brown codes 10 50 $15,643 PY2023
  • Washington Capital Mangement Inc. Sched. D E $27.7M PY2023
  • Jpmcb Strategic Property Fund Sched. D C $25.6M PY2023
  • Longview Ultra Construction Loan Fu Sched. D C $16,376 PY2023
  • Nepc Global Equity Cit Sched. D C $235M PY2023
  • Nepc Emerging Market Equity Cit Sched. D C $70.9M PY2023
  • Nepc Diversified Credit Cit Sched. D C $89.8M PY2023
  • U.S. Treasury Inflation Protected S Sched. D C $32.7M PY2023
  • Crescent Capital Trust II (levered) Sched. D C $14.7M PY2023
  • Institutional Credit Fund, LP Sched. D C PY2023
  • Nepc US Small Cap Equity Cit Sched. D C $64.1M PY2023
  • State Street U.S. Treasury Index No Sched. D C $48.7M PY2023
  • State Street S&p 500(r) Flagship No Sched. D C $45.1M PY2023
  • State Street Ftse Rafi US 1000 Inde Sched. D C $84.2M PY2023
  • State Street Msci Eafe Index Non-Le Sched. D C $36.4M PY2023
  • TCW Capital Trust Sched. D C PY2023
  • Wtc-Ctf Small Companies Portfolio Sched. D C PY2023
  • Wtc-Ctf Opportunistic Fixed Income Sched. D C PY2023
  • Rael & Letson codes 11 PY2023
  • Southern California Pipe Trades Adm codes 14 50 $3.1M PY2022
  • New England Pension Consultants codes 20 50 $1.1M PY2022
What changed
31 events
  • Dec 31, 2024Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports State Street Msci Eafe Index Non-Le (State Street - Russell 2000) (last held $36M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports Ssga US Tips Index Nl Fund (State Street - Russell 2000) (last held $33M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Landmark Equity Advisors LLC appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Landmark Equity Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    400 Capital Management appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with 400 Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Champlain no longer appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Champlainaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Wellington Management Company no longer appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Nexus Capital Management, LP appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nexus Capital Management, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blue Torch appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blue Torchaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Crescent Capital Group LP appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Crescent Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    VWH Capital Management, LP appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with VWH Capital Management, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Kayne Anderson Capital Advisors, L. appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Kayne Anderson Capital Advisors, L.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    NEW England Pension Consultants appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with NEW England Pension Consultantsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Trive Capital appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Trive Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    MGG Investment Group LP appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with MGG Investment Group LPaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Southern California Pipe Trades Retirement Fund total assets $1.4B -> $1.6B (+10.4%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Southern California Pipe Trades Retirement Fund plan assets $1.3B -> $1.4B (+12.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports TCW Capital Trust (last held $83,733 at 2022-12-31; absent from the 2023-12-31 filing)
    with TCW Capital Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern California Pipe Trades Retirement Fund first reports an interest in Nepc US Small Cap Equity Cit: $64M at 2023-12-31
    with Nepc US Small Cap Equity Citaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern California Pipe Trades Retirement Fund first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $28M at 2023-12-31
    with Washington Capital Management, Inc.askebsa.dol.gov
  • Dec 31, 2023Holding started
    Southern California Pipe Trades Retirement Fund first reports an interest in Nepc Diversified Credit Cit: $90M at 2023-12-31
    with Nepc Diversified Credit Citaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports Wtc-Ctf Small Companies (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wtc-Ctf Small Companies Portfolioaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports Wash Capital Mortgage Income Fund (Washington Capital Management, Inc.) (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)
    with Washington Capital Management, Inc.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Southern California Pipe Trades Retirement Fund no longer reports Institutional Credit Fund, L.P. (last held $23M at 2022-12-31; absent from the 2023-12-31 filing)
    with Institutional Credit Fund, L.P.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Aztec Financial Services (guemsey) no longer appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Aztec Financial Services (guemsey)askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Bentallgreenoak appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bentallgreenoakaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Parametric appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Parametricaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Wellington Management Company appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Ssga Rafi 1000 Index Ni no longer appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Southern California Pipe Trades Retirement Fundaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Bentallgreenoak US Core Plus Fund L no longer appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Bentallgreenoak US Core Plus Fund Laskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Jpmcb Strategic Property Fund appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Chaseaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Southern California Pipe Trades Retirement Fund total assets $1.3B -> $1.4B (+12.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516108443-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.