International Brotherhood of Electrical Workers Local No. 1392 Pension Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $13.8M in assets, for 349 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Stout Risius Ross, LLC appears on International Brotherhood of Electrical Workers Local No. 1392 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 3 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- Bnym Mellon Afl-Cio Sl Broad Market2 commitments
- Ibew-Neca Equity Index Fund1 commitment
- BNY Mellon5 commitments
- Chevy Chase Trust Company1 commitment
Relationship network
23 connected entities6 observed commitments4 repeat counterpartiescommitments 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 1.5%
- Common/collective trusts 40.4%
- Registered investment companies 43.6%
- Real estate (other than employer real property) 14.1%
Consultants and advisers
- Stout Risius Ross, LLC Investment adviser (plan)through May 31, 2025 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- 1st Source Custodianthrough May 31, 2025 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
- BNY Mellon5 rows, latest May 31, 2025
- Chevy Chase Trust Company1 row, latest May 31, 2023
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Marquette Associates Inc.plan years 2025
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedMorgan Stanley Prime Property appears on International Brotherhood of Electrical Workers Local No. 1392 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceStout Risius Ross, LLC appears on International Brotherhood of Electrical Workers Local No. 1392 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Stout Risius Ross, LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedInternational Brotherhood of Electrical Workers Local No. 1392 Pension Fund funded ratio 87.1% -> 84.9% (2023-06-01 to 2024-06-01)
- May 31, 2024Holding startedInternational Brotherhood of Electrical Workers Local No. 1392 Pension Fund first reports an interest in Bnym Mellon Afl-Cio Sl Broad Market (BNY Mellon): $4M at 2024-05-31with BNY Mellonaskebsa.dol.gov
- May 31, 2024Holding endedinferenceInternational Brotherhood of Electrical Workers Local No. 1392 Pension Fund no longer reports Ibew-Neca Equity Index Fund (last held $3M at 2023-05-31; absent from the 2024-05-31 filing)with Ibew-Neca Equity Index Fundaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 349 | Not disclosed | Not disclosed | n/a | $13.8M | Not disclosed | Not disclosed | $2.0M |
| 2023 to May 31, 2024 | 350 | Not disclosed | Not disclosed | n/a | $14.2M | Not disclosed | Not disclosed | $2.0M |
| 2022 to May 31, 2023 | 356 | Not disclosed | Not disclosed | n/a | $14.2M | Not disclosed | Not disclosed | $2.4M |
- Stout Risius Ross, LLC codes 27 50 $65,912 PY2024
- Groom Law Group codes 29 50 $56,324 PY2024
- Cheiron codes 11 50 $46,810 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
International Brotherhood of Electrical Workers Local No. 1392 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-06-01source on record
+2 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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