Ibew Local 701 Pension Fund
Taft-Hartley plan, based in Warrenville, Illinois, reporting $528M in assets, for 2,762 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Ibew Local 701 Pension Fund first reports an interest in Neuberger Berman International (Transamerica Financial Life Insuran): $25M at 2025-05-31.
4 more advisers, 6 more managers, 22 more commitments and 1 more dated event
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- Blackrock Msci Acwi Ex-Us Imi Index3 commitments
- Separate Account J3 commitments
- State Street Emerging Markets Small3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
65 connected entities25 observed commitments16 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 2.7%
- Corporate debt instruments (other) 4.3%
- U.S. Government securities 3.5%
- Other investments 0.4%
- Partnership/joint venture interests 16.6%
- 103-12 investment entities 8.2%
- Common/collective trusts 20.6%
- Pooled separate accounts 1.6%
- Registered investment companies 39.3%
- Common stock 0.0%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through May 31, 2023 Form 5500
- Foster & Foster, Inc Actuarythrough May 31, 2024 Form 5500
- Segal Consulting Actuarythrough May 31, 2023 Form 5500
+4 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
- Blackrock Institutional Trust Company, N.A.3 rows, latest May 31, 2025
- Ullico Investment Advisors, Inc.3 rows, latest May 31, 2025
- State Street Global Advisors Trust Company3 rows, latest May 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Blackrock Institutional Trust Company, N.A.plan years
+6 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 startedIbew Local 701 Pension Fund first reports an interest in Neuberger Berman International (Transamerica Financial Life Insuran): $25M at 2025-05-31with Transamerica Financial Life Insuranaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFoster & Foster Inc no longer appears on Ibew Local 701 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Foster & Foster, Incaskebsa.dol.gov
- Jun 1, 2024Funded status changedIbew Local 701 Pension Fund funded ratio 88.2% -> 90.5% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedIbew Local 701 Pension Fund plan assets $429M -> $486M (+13.5%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedIbew Local 701 Pension Fund total assets $429M -> $487M (+13.5%, 2023-05-31 to 2024-05-31)
+1 more dated event
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 | Blackrock Msci Acwi Ex-Us Imi Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $8.2M 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 | $14.1M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 2,762 | Not disclosed | Not disclosed | n/a | $528M | $87.8M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 2,741 | Not disclosed | Not disclosed | n/a | $487M | $57.1M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 2,725 | Not disclosed | Not disclosed | n/a | $429M | $50.7M | Not disclosed | Not disclosed |
- J.P. Morgan Investment Management I codes 27 28 $213,416 PY2024
- ABM Janitorial Services codes 49 $169,463 PY2024
- The Segal Company (midwest) Inc. codes 11 $123,249 PY2024
+101 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local 701 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 started2025-05-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-06-01source 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
+17 connections on the graph
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