Iron Workers District Council of Tn Valley & Vicinity Pension Plan
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $184M in assets, for 3,183 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Iron Workers District Council of Tn Valley & Vicinity Pension Plan first reports an interest in Legal & General Collective Trust Ms (Legal and General): $21M at 2024-12-31.
3 more advisers, 4 more commitments and 7 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Midcap 400 Index Fund3 commitments
- L & G S&p 500 Cit Fund2 commitments
- Legal & General S&p 600 Cit Fund1 commitment
- Amalgamated Bank of New York3 commitments
- Legal and General2 commitments
Relationship network
22 connected entities7 observed commitments4 repeat counterpartiescommitments 2022 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 1.4%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (preferred) 9.0%
- U.S. Government securities 13.1%
- Other investments 4.9%
- Partnership/joint venture interests 3.5%
- Common/collective trusts 37.7%
- Registered investment companies 15.4%
- Common stock 12.6%
Consultants and advisers
- Boyd Watterson Asset Management Custodianthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2024 Form 5500
- Reliance Trust Company Custodianthrough Dec 31, 2024 Form 5500
+3 more consultants and advisers 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
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
- Legal and General2 rows, latest Dec 31, 2024
- WCM Investment Management, LLCplan years 2022
- Loomis Saylesplan years 2022
- Aristotle Capital Management, LLCplan years 2022
What changed
- Dec 31, 2024Holding startedIron Workers District Council of Tn Valley & Vicinity Pension Plan first reports an interest in Legal & General Collective Trust Ms (Legal and General): $21M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding startedIron Workers District Council of Tn Valley & Vicinity Pension Plan first reports an interest in Legal & General S&p 600 Cit Fund (Legal and General): $48M at 2024-12-31with Legal and Generalaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIron Workers District Council of Tn Valley & Vicinity Pension Plan no longer reports L & G S&p 500 Cit Fund (last held $43M at 2023-12-31; absent from the 2024-12-31 filing)with L & G S&p 500 Cit Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLoomis Sayles & Company no longer appears on Iron Workers District Council of Tn Valley & Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEarnest Partners no longer appears on Iron Workers District Council of Tn Valley & Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Legal & General S&p 600 Cit Fundcollective trust | Legal and General | Pooled vehicles | $48.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $57,661 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General Collective Trust Mscollective trust | Legal and General | Pooled vehicles | $21.0M held | Disclosed holding | askebsa.dol.gov |
+4 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 Dec 31, 2024 | 3,183 | Not disclosed | Not disclosed | n/a | $184M | $6.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,224 | Not disclosed | Not disclosed | n/a | $167M | $6.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,471 | Not disclosed | Not disclosed | n/a | $147M | $5.6M | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney LLC codes 19 27 28 $308,281 PY2024
- Southern Benefit Administrators codes 14 $110,482 PY2024
- BHA Consulting codes 11 17 $96,043 PY2024
+35 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+9 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.