Seiu Local 1 & Participating Employers Pension Trust
Taft-Hartley plan, based in Chicago, Illinois, reporting $774M in assets, for 23,746 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cbre, Inc no longer appears on Seiu Local 1 & Participating Employers Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023).
2 more advisers, 3 more managers and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS Core Fixed Income Fund, LLC3 commitments
- NIS High Yield Fund, LLC3 commitments
- LSV International (acwi Ex US) Valu3 commitments
- National Investment Services3 commitments
- National Investment Svcs of Amer3 commitments
- LSV Asset Management3 commitments
Relationship network
59 connected entities18 observed commitments12 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 0.5%
- Other investments 2.8%
- Partnership/joint venture interests 8.7%
- 103-12 investment entities 3.8%
- Common/collective trusts 12.8%
- Registered investment companies 71.1%
Consultants and advisers
- Cbre General consultantthrough Sep 30, 2024 Form 5500
- Strategic Capital Inv Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- K-Plus Computer Services General consultantthrough Sep 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- National Investment Services3 rows, latest Sep 30, 2025
- National Investment Svcs of Amer3 rows, latest Sep 30, 2025
- LSV Asset Management3 rows, latest Sep 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- National Investment Svcs of Amerplan years 2023
- LSV Asset Managementplan years
- Washington Capital Management, Inc.plan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceCbre, Inc no longer appears on Seiu Local 1 & Participating Employers Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Cbreaskebsa.dol.gov
- Oct 1, 2024Funded status changedSeiu Local 1 & Participating Employers Pension Trust funded ratio 106.8% -> 102.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedSeiu Local 1 & Participating Employers Pension Trust plan assets $601M -> $715M (+18.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedSeiu Local 1 & Participating Employers Pension Trust total assets $602M -> $716M (+19.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceCbre, Inc appears on Seiu Local 1 & Participating Employers Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Cbreaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $80.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | LSV International (acwi Ex US) Valucollective trust | LSV Asset Management | Pooled vehicles | $7.1M 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Sep 30, 2025 | 23,746 | Not disclosed | Not disclosed | n/a | $774M | $67.7M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 23,273 | Not disclosed | Not disclosed | n/a | $716M | $68.2M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 22,609 | Not disclosed | Not disclosed | n/a | $602M | $68.7M | Not disclosed | Not disclosed |
- National Investment Services codes 28 51 $313,147 PY2024
- Legacy Professionals LLP codes 10 15 $200,006 PY2024
- M. Pizarro codes 14 $154,428 PY2024
+113 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Seiu Local 1 & Participating Employers Pension Trust 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.