Plumbers & Pipefitters Lu 421 Pension Fund Trust
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $124M in assets, for 1,460 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Plumbers & Pipefitters Lu 421 Pension Fund Trust total assets $110M -> $124M (+12.8%, 2024-08-31 to 2025-08-31).
1 more adviser, 6 more commitments and 8 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- Northern Trust Russell 100 Growth I3 commitments
- Longview Intl Value Equity3 commitments
- Multi-Employer Property Trust2 commitments
- Northern Trust Investments, Incorporated3 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
Relationship network
25 connected entities9 observed commitments6 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 3.2%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 14.2%
- U.S. Government securities 15.9%
- Other investments 0.1%
- Partnership/joint venture interests 13.3%
- Common/collective trusts 50.8%
Consultants and advisers
- Wedge Capital Investment adviser (plan)through Aug 31, 2025 Form 5500
- Investment Performance Services General consultantthrough Aug 31, 2025 Form 5500
- Atlanta Capital Management Co., LLC Investment adviser (plan)through Aug 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
- Northern Trust Investments, Incorporated3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Amalgamated Bank of New York3 rows, latest Aug 31, 2025
- Northern Trust Investments, Incorporatedplan years
- Newtower Trust Companyplan years 2024
- US Reifplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Aug 31, 2025Assets changedPlumbers & Pipefitters Lu 421 Pension Fund Trust total assets $110M -> $124M (+12.8%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Manager relationship startedAtlanta Capital Management Co. appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Atlanta Capital Management Co., LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNewtower Trust Company no longer appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Newtower Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceInvestment Performance Services appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Investment Performance Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWedge Capital Management LLP appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Wedge Capitalaskebsa.dol.gov
+8 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 Aug 31, 2025 | Northern Trust Russell 100 Growth Icollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $44.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Intl Value Equitycollective trust | Amalgamated Bank of New York | Public equity | $11.1M 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 Aug 31, 2025 | 1,460 | Not disclosed | Not disclosed | n/a | $124M | $16.4M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,451 | Not disclosed | Not disclosed | n/a | $110M | $15.6M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,428 | Not disclosed | Not disclosed | n/a | $96.7M | $7.4M | Not disclosed | Not disclosed |
- National Employee Benefit Admin codes 13 50 $173,561 PY2024
- Atlanta Capital Management Co. codes 27 28 50 $92,510 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $63,791 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Pipefitters Lu 421 Pension Fund Trust 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.
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
- Total assets changed2025-08-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+12 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
+13 connections on the graph
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