Ironworkers Local 11 Pension Fund
Taft-Hartley plan, based in Springfield, New Jersey, reporting $398M in assets, for 3,400 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Ironworkers Local 11 Pension Fund no longer reports Western Asset US Intermediate Plus (last held $21M at 2024-06-30; absent from the 2025-06-30 filing).
1 more adviser, 2 more managers, 11 more commitments and 3 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- Multi-Employer Property Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- All-Country World Ex-Us Index Fund3 commitments
- NEW Tower Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
41 connected entities14 observed commitments10 repeat counterparties9 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 0.7%
- Corporate debt instruments (other) 8.8%
- U.S. Government securities 11.7%
- Partnership/joint venture interests 26.8%
- Common/collective trusts 15.6%
- Pooled separate accounts 3.4%
- Registered investment companies 13.2%
- Common stock 18.0%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 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
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Northern Trust Investments, Inc.3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- National Investment Servicesplan years 2025
- Todd Asset Management, LLCplan years 2024
+11 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 endedinferenceIronworkers Local 11 Pension Fund no longer reports Western Asset US Intermediate Plus (last held $21M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset US Intermediate Plusaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Investment Services appears on Ironworkers Local 11 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- Jun 30, 2024Holding startedIronworkers Local 11 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $13M at 2024-06-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceIronworkers Local 11 Pension Fund no longer reports Rainier Multiple Investment Trust (last held $14M at 2023-06-30; absent from the 2024-06-30 filing)with Rainier Multiple Investment Trustaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAtalanta Sosnoff Capital, LLC no longer appears on Ironworkers Local 11 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Atalanta Sosnoff Capitalaskebsa.dol.gov
+3 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $37.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $16.9M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 3,400 | Not disclosed | Not disclosed | n/a | $398M | $107M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 3,417 | Not disclosed | Not disclosed | n/a | $376M | $104M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 3,409 | Not disclosed | Not disclosed | n/a | $365M | $104M | Not disclosed | Not disclosed |
- Iron Workers Local 11 Welfare Fund codes 49 50 $581,418 PY2024
- Morgan Stanley codes 27 50 72 $187,941 PY2024
- WCM Focused International Growth codes 28 51 $175,906 PY2024
+74 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ironworkers Local 11 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
- Holding in a pooled vehicle ended2025-06-30source on record
- Manager relationship started2024-12-31source on record
- Holding in a pooled vehicle started2024-06-30source on record
+5 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
+19 connections on the graph
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