Plumbers and Steamfitters Local 102 Pension Plan
Taft-Hartley plan, based in Knoxville, Tennessee, reporting $105M in assets, for 906 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Plumbers and Steamfitters Local 102 Pension Plan no longer reports DWS Rreef Global Re Securities (last held $1M at 2024-06-30; absent from the 2025-06-30 filing).
1 more manager, 15 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- Washington Capital Joint Master Tru3 commitments
- NIS Total Absolute Return Qp Fund3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- National Investment Services9 commitments
- Washington Capital Management, Inc.3 commitments
- Principal2 commitments
Relationship network
34 connected entities18 observed commitments9 repeat counterparties14 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 3.5%
- Non-interest-bearing cash 0.4%
- Other investments 2.8%
- Partnership/joint venture interests 4.6%
- 103-12 investment entities 3.5%
- Common/collective trusts 17.0%
- Registered investment companies 66.8%
Consultants and advisers
- Southern Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- National Investment Services9 rows, latest Jun 30, 2025
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- Principal2 rows, latest Jun 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Dwsplan years
- National Investment Servicesplan years 2023
- Stockbridge Capital Group, LLCplan years 2025
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding endedinferencePlumbers and Steamfitters Local 102 Pension Plan no longer reports DWS Rreef Global Re Securities (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with DWS Rreef Global Re Securitiesaskebsa.dol.gov
- Jun 30, 2025Holding endedinferencePlumbers and Steamfitters Local 102 Pension Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with Principalaskebsa.dol.gov
- Jun 30, 2025Assets changedPlumbers and Steamfitters Local 102 Pension Plan total assets $93M -> $105M (+12.5%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship startedAres Managemnt LLC appears on Plumbers and Steamfitters Local 102 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ares Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedStockbridge Capital Group appears on Plumbers and Steamfitters Local 102 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Stockbridge Capital Group, LLCaskebsa.dol.gov
+6 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 Jun 30, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Services | Hedge / diversifiers | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $600,056 held | Disclosed holding | askebsa.dol.gov |
+15 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 | 906 | Not disclosed | Not disclosed | n/a | $105M | $4.8M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 915 | Not disclosed | Not disclosed | n/a | $93.3M | $6.0M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 870 | Not disclosed | Not disclosed | n/a | $83.2M | $7.9M | Not disclosed | Not disclosed |
- Strategic Capital Investment Adviso codes 28 51 $87,844 PY2024
- Renee Ashworth codes 30 50 $85,086 PY2024
- National Investment Service codes 28 51 $46,625 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Total assets changed2025-06-30source 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
+12 connections on the graph
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