Electrical Workers Pension Plan Local 103 I.B.E.W.
Taft-Hartley plan, based in Boston, Massachusetts, reporting $2.1B in assets, for 10,363 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Electrical Workers Pension Plan Local 103 I.B.E.W. total assets $1.9B -> $2.1B (+12.9%, 2024-10-31 to 2025-10-31).
2 more advisers, 3 more managers, 15 more commitments and 13 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- Loomis Sayles Mutlsector Full Discr3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Longview Ultra 1 Construction Loan3 commitments
- Loomis Sayles3 commitments
- Great Gray Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
Relationship network
77 connected entities18 observed commitments13 repeat counterparties12 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 2.1%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 2.7%
- Corporate debt instruments (preferred) 2.4%
- U.S. Government securities 7.2%
- Other investments 2.7%
- Partnership/joint venture interests 28.1%
- Common/collective trusts 17.6%
- Pooled separate accounts 1.8%
- Registered investment companies 1.8%
- Common stock 29.9%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Oct 31, 2025 Form 5500
- Cbiz Ris Actuarythrough Oct 31, 2023 Form 5500
+2 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 Sayles3 rows, latest Oct 31, 2025
- Great Gray Trust Company3 rows, latest Oct 31, 2025
- Amalgamated Bank of New York3 rows, latest Oct 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Loomis Saylesplan years 2023
- The Boston Company Asset Mgmt, LLCplan years 2025
- Grosvenor Infra. Adv. Fund II L.P.plan years 2025
+48 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Oct 31, 2025Assets changedElectrical Workers Pension Plan Local 103 I.B.E.W. total assets $1.9B -> $2.1B (+12.9%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Manager relationship endedinferenceIndure Build-To-Core Fund, LLC no longer appears on Electrical Workers Pension Plan Local 103 I.B.E.W.'s Schedule C as investment manager (plan year 2024 vs 2023)with National Real Estate Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceTrivest Fund VI, L.P. no longer appears on Electrical Workers Pension Plan Local 103 I.B.E.W.'s Schedule C as investment manager (plan year 2024 vs 2023)with Trivest Fund VI, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLexington Capital Partners Viii no longer appears on Electrical Workers Pension Plan Local 103 I.B.E.W.'s Schedule C as investment manager (plan year 2024 vs 2023)with Lexington Capital Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Real Estate Advisors, LLC appears on Electrical Workers Pension Plan Local 103 I.B.E.W.'s Schedule C as investment manager (plan year 2024 vs 2023)with National Real Estate Advisorsaskebsa.dol.gov
+13 more dated events
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 Oct 31, 2025 | Loomis Sayles Mutlsector Full Discrcollective trust | Loomis Sayles | Pooled vehicles | $88.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $49.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $5,943 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.
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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 Oct 31, 2025 | 10,363 | Not disclosed | Not disclosed | n/a | $2.1B | $600M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 10,167 | Not disclosed | Not disclosed | n/a | $1.9B | $538M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 9,960 | Not disclosed | Not disclosed | n/a | $1.6B | $487M | Not disclosed | Not disclosed |
- LSV Asset Management codes 28 51 $1.2M PY2024
- Earnest Partners LLC codes 28 51 $859,358 PY2024
- Local 103, Ibew Health Benefit Plan codes 13 50 $775,000 PY2024
+164 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Electrical Workers Pension Plan Local 103 I.B.E.W. 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
- Total assets changed2025-10-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+15 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
+58 connections on the graph
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