Plumbers' Pension Fund, Local 130, U.A.
Taft-Hartley plan, based in Chicago, Illinois, reporting $1.7B in assets, for 9,340 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Plumbers' Pension Fund, Local 130, U.A. no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $50M at 2024-05-31; absent from the 2025-05-31 filing).
7 more advisers, 11 more managers, 49 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- Commingled Pension Trust Fund (spec3 commitments
- Neuberger Berman U.S. Equity Index3 commitments
- NIS High Yield Fund, LLC3 commitments
- Northern Trust Investments, Inc.11 commitments
- National Investment Svcs of Amer6 commitments
- Jpmorgan Special Situations3 commitments
Relationship network
88 connected entities52 observed commitments32 repeat counterparties36 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 0.1%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 0.6%
- U.S. Government securities 0.8%
- Other investments 2.7%
- Partnership/joint venture interests 13.4%
- 103-12 investment entities 7.0%
- Common/collective trusts 66.3%
- Pooled separate accounts 1.8%
- Registered investment companies 6.2%
Consultants and advisers
- Bridgeway Benefit Technologies General consultantthrough May 31, 2025 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- Northern Trust Co. Custodianthrough May 31, 2025 Form 5500
+7 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
- Northern Trust Investments, Inc.11 rows, latest May 31, 2025
- National Investment Svcs of Amer6 rows, latest May 31, 2025
- Jpmorgan Special Situations3 rows, latest May 31, 2025
+11 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
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 31, 2025Holding endedinferencePlumbers' Pension Fund, Local 130, U.A. no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $50M at 2024-05-31; absent from the 2025-05-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedChurchill Asset Managment LLC appears on Plumbers' Pension Fund, Local 130, U.A.'s Schedule C as investment manager (plan year 2024 vs 2023)with Churchill Asset Managment LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWilliam Blair Investment Mgmt, LLC appears on Plumbers' Pension Fund, Local 130, U.A.'s Schedule C as investment manager (plan year 2024 vs 2023)with William Blair Investment Mgmt, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBridgeway Benefit Technologies LLC appears on Plumbers' Pension Fund, Local 130, U.A.'s Schedule C as general consultant (plan year 2024 vs 2023)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBoyd Watterson Asset Management LLC appears on Plumbers' Pension Fund, Local 130, U.A.'s Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
+3 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 May 31, 2025 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $12.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Neuberger Berman U.S. Equity Index103 12 ie | Neuberger Berman | Public equity | $55.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | State Street Emerging Markets Smallcollective trust | State Street Global Advisors Trust Company | Public equity | $32.4M held | Disclosed holding | askebsa.dol.gov |
+49 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 May 31, 2025 | 9,340 | Not disclosed | Not disclosed | n/a | $1.7B | $227M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 9,305 | Not disclosed | Not disclosed | n/a | $1.6B | $161M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 8,692 | Not disclosed | Not disclosed | n/a | $1.4B | $142M | Not disclosed | Not disclosed |
- Ullico Investment Advisors Inc. codes 28 51 $950,726 PY2024
- Natl Invstmnt Svcs of America LLC codes 28 51 $544,999 PY2024
- Intercontinental Real Estate Corp codes 28 51 $441,689 PY2024
+143 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers' Pension Fund, Local 130, U.A. sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 ended2025-05-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source 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
+27 connections on the graph
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