Iron Workers District Council of New England Pension Fund
Taft-Hartley plan, based in Dorchester, Massachusetts, reporting $683M in assets, for 5,072 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Iron Workers District Council of New England Pension Fund first reports an interest in Aristotle Collective Investment Tru: $31M at 2024-12-31.
1 more adviser, 8 more managers, 26 more commitments and 19 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- Artisan Multiple Investment Trust3 commitments
- Loomis Sayles World Bond Trust3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Artisan Partners3 commitments
- Loomis Sayles Trust Company3 commitments
- Great Gray Trust Company3 commitments
Relationship network
90 connected entities29 observed commitments18 repeat counterparties17 dated commitments shown here, 2022 to 2024
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%
- Non-interest-bearing cash 0.6%
- Partnership/joint venture interests 41.0%
- Common/collective trusts 30.2%
- Pooled separate accounts 1.4%
- Registered investment companies 8.0%
- Common stock 17.6%
Consultants and advisers
- Segal ActuaryGeneral consultantthrough Dec 31, 2022 Form 5500
- Meketa Investment Group Inc. General consultantthrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 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
- Artisan Partners3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+8 more managers received commitments
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- Aristotleplan years
- Artisan Partnersplan years
- First Eagle Investment Managementplan years
+25 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, 2024Holding startedIron Workers District Council of New England Pension Fund first reports an interest in Aristotle Collective Investment Tru: $31M at 2024-12-31with Aristotle Collective Investment Truaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIron Workers District Council of New England Pension Fund no longer reports Atrisan Mid Cap (last held $17M at 2023-12-31; absent from the 2024-12-31 filing)with Atrisan Mid Capaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAfl-Cio Housing Investment Trust no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Afl-Cio Housing Invaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceArtisan Partners Ltd Partnership no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Artisan Partners Internationalaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceGQG Partners no longer appears on Iron Workers District Council of New England Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Reliance Trust Companyaskebsa.dol.gov
+19 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 Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Aristotle Collective Investment Trucollective trust | Aristotle | Pooled vehicles | $30.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles World Bond Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $38.5M held | Disclosed holding | askebsa.dol.gov |
+26 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 Dec 31, 2024 | 5,072 | Not disclosed | Not disclosed | n/a | $683M | $280M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,015 | Not disclosed | Not disclosed | n/a | $640M | $241M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,727 | Not disclosed | Not disclosed | n/a | $586M | $163M | Not disclosed | Not disclosed |
- Harbourvest Partners, LLC codes 28 51 $598,565 PY2024
- Pimco Investment Management codes 28 51 $276,933 PY2024
- American Core Property Fund codes 28 51 $259,488 PY2024
+146 more service providers
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Provenance
Provenance
Iron Workers District Council of New England Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+23 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
+34 connections on the graph
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