Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund
Taft-Hartley plan, based in Fresno, California, reporting $130M in assets, for 868 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund no longer reports William Blair International Leaders (William Blair Investment Management) (last held $4M at 2024-06-30; absent from the 2025-06-30 filing).
1 more adviser, 8 more managers and 27 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- Arrowstreet International Equity3 commitments
- Wellington Wtc-Cif International3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Arrow Street Capital3 commitments
- Wellington Trust Company, Na3 commitments
- Ullico Investment Advisors3 commitments
Relationship network
47 connected entities30 observed commitments20 repeat counterparties21 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 1.3%
- Non-interest-bearing cash 1.0%
- Insurance company general account 6.9%
- Other investments 1.5%
- Partnership/joint venture interests 12.8%
- 103-12 investment entities 16.3%
- Common/collective trusts 49.1%
- Registered investment companies 10.1%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- US Bank Custodianthrough Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough 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
- Arrow Street Capital3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
- Ullico Investment Advisors3 rows, latest Jun 30, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- ASB Capital Management LLCplan years
- Wellingtonplan years
- Wellington Trust Company, Naplan years
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Holding endedinferenceIbew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund no longer reports William Blair International Leaders (William Blair Investment Management) (last held $4M at 2024-06-30; absent from the 2025-06-30 filing)with William Blair Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNeuberger Berman Trust Company no longer appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Neuberger Berman Trust Company, Naaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceIbew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund no longer reports JP Morgan Core Bond Fund (J.P. Morgan Investment Management) (last held $3M at 2023-06-30; absent from the 2024-06-30 filing)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInvesco Trust Company no longer appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Invesco Nationalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedWilliam Blair Collective Invest. Tr appears on Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with William Blair Investment Managementaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wellington Wtc-Cif Internationalcollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $6.2M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 868 | Not disclosed | Not disclosed | n/a | $130M | $16.7M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 870 | Not disclosed | Not disclosed | n/a | $118M | $14.0M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 877 | Not disclosed | Not disclosed | n/a | $111M | $10.0M | Not disclosed | Not disclosed |
- Benefit Administration Corporation codes 13 50 $107,391 PY2024
- Alan Biller and Associates codes 27 50 $97,770 PY2024
- Union Labor Life Insurance Company codes 28 $89,977 PY2024
+75 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-06-30source 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
+18 connections on the graph
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