Teamsters Local 830 Pension Plan
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $188M in assets, for 2,273 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Teamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30.
3 more advisers, 1 more manager, 6 more commitments and 5 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- Hardman Johnston Int'l Equity Group3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index2 commitments
- Loomis Sayles World Bond Trust2 commitments
- Loomis Sayles Trust Company3 commitments
- Hardman Johnston Global Advisors3 commitments
- BNY Mellon2 commitments
Relationship network
52 connected entities9 observed commitments6 repeat counterparties8 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 1.0%
- Other investments 14.6%
- Partnership/joint venture interests 38.1%
- 103-12 investment entities 9.0%
- Common/collective trusts 20.3%
- Common stock 15.4%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Sep 30, 2023 Form 5500
- Principal Spectrum Asset Management Custodianthrough Sep 30, 2025 Form 5500
- Northern Trust Co. Custodianthrough Sep 30, 2025 Form 5500
+3 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
- Loomis Sayles Trust Company3 rows, latest Sep 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Sep 30, 2025
- BNY Mellon2 rows, latest Sep 30, 2024
+1 more manager 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.
- Northern Trust Investments, Incorporatedplan years
- Hardman Johnston Global Advisorsplan years 2023
- Aristotle Pacific Capital, LLCplan years 2025
+13 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
- Sep 30, 2025Holding startedTeamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30with Loomis Sayles Trust Companyaskebsa.dol.gov
- Sep 30, 2025Holding startedTeamsters Local 830 Pension Plan first reports an interest in NT Common Russell 1000 Growth Index: $25M at 2025-09-30with NT Common Russell 1000 Growth Indexaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceTeamsters Local 830 Pension Plan no longer reports Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon) (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)with BNY Mellonaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceTeamsters Local 830 Pension Plan no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBoyd Waterson Assets Management LLC no longer appears on Teamsters Local 830 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Nhit Interm Duration Fixed Incomecollective trust | Loomis Sayles Trust Company | Fixed income | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Common Russell 1000 Growth Indexcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $16.9M held | Disclosed holding | askebsa.dol.gov |
+6 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 Sep 30, 2025 | 2,273 | Not disclosed | Not disclosed | n/a | $188M | $71.8M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,318 | Not disclosed | Not disclosed | n/a | $180M | $59.3M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,354 | Not disclosed | Not disclosed | n/a | $169M | $56.5M | Not disclosed | Not disclosed |
- Boyd Waterson Assets Management LLC codes $199,130 PY2024
- Portfolio Advisors, LLC codes 28 50 72 $154,608 PY2024
- Hardman Johnston Globl Advisors codes 28 51 $116,249 PY2024
+98 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Teamsters Local 830 Pension Plan 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.
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
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
+7 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
+24 connections on the graph
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