Plumbers & Pipefitters Local 172 Pension Fund
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $156M in assets, for 999 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Plumbers & Pipefitters Local 172 Pension Fund total assets $141M -> $156M (+10.7%, 2024-02-29 to 2025-02-28).
1 more adviser, 2 more managers, 15 more commitments and 2 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- U.S. Core Partners Collective Inves3 commitments
- NIS High Yield Fund, LLC3 commitments
- Afl-Cio Building Investment Trust3 commitments
- National Investment Services4 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
34 connected entities18 observed commitments11 repeat counterparties15 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 0.9%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 6.2%
- 103-12 investment entities 3.7%
- Common/collective trusts 13.3%
- Registered investment companies 72.4%
- Real estate (other than employer real property) 2.0%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Feb 28, 2023 Form 5500
- TED Windsor & Associates Actuarythrough Feb 28, 2023 Form 5500
- Amalgamated Bank Custodianthrough Feb 28, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- National Investment Services4 rows, latest Feb 28, 2025
- Great Gray Trust Company3 rows, latest Feb 28, 2025
- Washington Capital Management, Inc.3 rows, latest Feb 28, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amerplan years 2023
- National Investment Servicesplan years
- Clarion Lions Industrial Propertiesplan years 2024
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 28, 2025Assets changedPlumbers & Pipefitters Local 172 Pension Fund total assets $141M -> $156M (+10.7%, 2024-02-29 to 2025-02-28)
- Mar 1, 2024Funded status changedPlumbers & Pipefitters Local 172 Pension Fund funded ratio 84.6% -> 86.6% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedPlumbers & Pipefitters Local 172 Pension Fund plan assets $123M -> $140M (+13.8%, 2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedPlumbers & Pipefitters Local 172 Pension Fund total assets $123M -> $141M (+13.8%, 2023-02-28 to 2024-02-29)
- Dec 31, 2023Manager relationship startedClarion Lions Industrial Properties appears on Plumbers & Pipefitters Local 172 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Clarion Lions Industrial Propertiesaskebsa.dol.gov
+2 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 Feb 28, 2025 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $627,087 held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.0M 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 Feb 28, 2025 | 999 | Not disclosed | Not disclosed | n/a | $156M | $9.6M | Not disclosed | $3.1M |
| 2023 to Feb 29, 2024 | 991 | Not disclosed | Not disclosed | n/a | $141M | $8.9M | Not disclosed | $3.2M |
| 2022 to Feb 28, 2023 | 940 | Not disclosed | Not disclosed | n/a | $123M | $7.3M | Not disclosed | $3.4M |
- Strategic Capital Inv. Advisors codes 27 50 $191,011 PY2024
- Benefits Management Group Inc. codes 13 36 50 $66,936 PY2024
- National Investment Services codes 28 51 $60,130 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Pipefitters Local 172 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 changed2025-02-28source on record
- Funded status changed2024-03-01source on record
- Total assets changed2024-03-01source on record
+4 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
+10 connections on the graph
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