SAN Diego County Construction Laborers' Pension Trust Fund
Taft-Hartley plan, based in Covina, California, reporting $516M in assets, for 6,538 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, SAN Diego County Construction Laborers' Pension Trust Fund total assets $461M -> $516M (+11.8%, 2024-08-31 to 2025-08-31).
2 more advisers, 4 more managers, 17 more commitments and 6 more dated events
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- TCW Multiple Investment Trust3 commitments
- LSV Emerging Markets Cit3 commitments
- Multi-Employer Property Trust3 commitments
Relationship network
40 connected entities20 observed commitments15 repeat counterparties12 dated commitments shown here, 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 1.0%
- Non-interest-bearing cash 7.9%
- Partnership/joint venture interests 49.2%
- 103-12 investment entities 10.0%
- Common/collective trusts 16.2%
- Common stock 10.4%
- Real estate (other than employer real property) 3.3%
Consultants and advisers
- Milliman, Inc. General consultantActuarythrough Aug 31, 2025 Form 5500
- Nepc, LLC Investment adviser (plan)through Aug 31, 2023 Form 5500
- US Bank Custodianthrough Aug 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Tcw3 rows, latest Aug 31, 2025
- LSV Asset Management3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years
- Tcwplan years
- Mellon Investments Corporationplan years 2024
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Aug 31, 2025Assets changedSAN Diego County Construction Laborers' Pension Trust Fund total assets $461M -> $516M (+11.8%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Manager relationship endedinferenceBoston Partners no longer appears on SAN Diego County Construction Laborers' Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMilliman appears on SAN Diego County Construction Laborers' Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Sep 1, 2024Funded status changedSAN Diego County Construction Laborers' Pension Trust Fund funded ratio 93.9% -> 96.8% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedSAN Diego County Construction Laborers' Pension Trust Fund plan assets $396M -> $461M (+16.2%, 2023-09-01 to 2024-09-01)
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | TCW Multiple Investment Trustcollective trust | Tcw | Pooled vehicles | $43.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | LSV Emerging Markets Citcollective trust | LSV Asset Management | Public equity | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $17.0M held | Disclosed holding | askebsa.dol.gov |
+17 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 Aug 31, 2025 | 6,538 | Not disclosed | Not disclosed | n/a | $516M | $254M | Not disclosed | $17.0M |
| 2023 to Aug 31, 2024 | 6,191 | Not disclosed | Not disclosed | n/a | $461M | $243M | Not disclosed | $17.7M |
| 2022 to Aug 31, 2023 | 5,989 | Not disclosed | Not disclosed | n/a | $397M | $120M | Not disclosed | $21.1M |
- Pacific Southwest Administrators codes 13 50 $557,874 PY2024
- Pzena Intl Focused Value Fd codes 28 51 $396,738 PY2024
- Construction Laborers Tf for So Cal codes 10 50 $392,694 PY2024
+72 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
SAN Diego County Construction Laborers' Pension Trust Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Total assets changed2025-08-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 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
+17 connections on the graph
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