Iron Workers St. Louis District Council Pension Trust
Taft-Hartley plan, based in Maryland Heights, Missouri, reporting $712M in assets, for 5,274 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Iron Workers St. Louis District Council Pension Trust total assets $644M -> $712M (+10.7%, 2024-10-31 to 2025-10-31).
7 more managers, 26 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- Parametric Defensive Equity Fund3 commitments
- Russell 2000 Indx Sl Fund3 commitments
- ABS Emerging Markets Local Alpha Ci3 commitments
- State Street Bank & Trust Company3 commitments
- Great Gray Trust Company3 commitments
- Chevy Chase Trust3 commitments
Relationship network
50 connected entities29 observed commitments18 repeat counterparties15 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 1.2%
- Corporate debt instruments (other) 2.5%
- U.S. Government securities 5.3%
- Other investments 0.1%
- Partnership/joint venture interests 11.9%
- Common/collective trusts 48.1%
- Pooled separate accounts 1.3%
- Registered investment companies 21.3%
- Common stock 7.6%
Consultants and advisers
- Segal Pension consultantActuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- State Street Bank & Trust Company3 rows, latest Oct 31, 2025
- Great Gray Trust Company3 rows, latest Oct 31, 2025
- Chevy Chase Trust3 rows, latest Oct 31, 2025
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Parametricplan years
- Parametric Portfolio Associatesplan years
- State Street Bank & Trust Companyplan years 2023
+12 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 changedIron Workers St. Louis District Council Pension Trust total assets $644M -> $712M (+10.7%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Manager relationship endedinferenceUnion Labor Life Insurance Company no longer appears on Iron Workers St. Louis District Council Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Union Labor Life Insurance Companyaskebsa.dol.gov
- Nov 1, 2024Funded status changedIron Workers St. Louis District Council Pension Trust funded ratio 87.0% -> 89.1% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedIron Workers St. Louis District Council Pension Trust plan assets $554M -> $641M (+15.7%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Holding startedIron Workers St. Louis District Council Pension Trust first reports an interest in Nhit Credit Asset Trust (Loomis Sayles Trust Company): $36M at 2024-10-31with Loomis Sayles Trust Companyaskebsa.dol.gov
+5 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 | Parametric Defensive Equity Fundcollective trust | Parametric | Public equity | $43.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Russell 2000 Indx Sl Fundcollective trust | State Street Bank & Trust Company | Pooled vehicles | $29.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | ABS Emerging Markets Local Alpha Cicollective trust | Hands Benefits & Trust Company | Public equity | $27.6M 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 Oct 31, 2025 | 5,274 | Not disclosed | Not disclosed | n/a | $712M | $84.9M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 5,257 | Not disclosed | Not disclosed | n/a | $644M | $61.8M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 5,232 | Not disclosed | Not disclosed | n/a | $555M | $76.2M | Not disclosed | Not disclosed |
- Benesys, Inc codes 13 $309,676 PY2024
- Ullico Investment Advisors Inc. codes 28 51 $226,671 PY2024
- Eagle Capital Management, LLC codes 28 $218,118 PY2024
+78 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers St. Louis District Council Pension Trust 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
- Funded status changed2024-11-01source 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
+19 connections on the graph
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