Liuna National (industrial) Pension Fund
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.7B in assets, for 62,697 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Qashqade Ag no longer appears on Liuna National (industrial) Pension Fund's Schedule C as general consultant (plan year 2025 vs 2024).
4 more advisers, 6 more managers, 25 more commitments and 9 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- Ssga Russell 1000 Index Nl Fund4 commitments
- Ssga Russell 3000 Index Nl Fund4 commitments
- Jpmcb Strategic Property Fund4 commitments
- State Street Global Advisors Trust4 commitments
- State Street Global Advisors Trust Company4 commitments
- J.P. Morgan Chase4 commitments
Relationship network
56 connected entities28 observed commitments15 repeat counterparties19 dated commitments shown here, 2022 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
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
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 3.2%
- U.S. Government securities 2.9%
- Partnership/joint venture interests 41.2%
- Common/collective trusts 27.6%
- Registered investment companies 3.1%
- Common stock 19.6%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Standard Valuation Pension consultantthrough Dec 31, 2025 Form 5500
- Qashqade Ag General consultantthrough Dec 31, 2024 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust4 rows, latest Dec 31, 2025
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2025
- J.P. Morgan Chase4 rows, latest Dec 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Bank & Trust Companyplan years
- Pinestone Asset Management Inc.plan years
- Invesco Trust Companyplan years 2022
+15 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Holding startedLiuna National (industrial) Pension Fund first reports an interest in Pinestone International Equity Cit: $36M at 2025-12-31with Pinestone International Equity Citaskebsa.dol.gov
- Dec 31, 2025Holding startedLiuna National (industrial) Pension Fund first reports an interest in Ssga Msci Eafe Index Nl Fund: $25M at 2025-12-31with Ssga Msci Eafe Index Nl Fundaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceInvesco Trust Company no longer appears on Liuna National (industrial) Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferenceWalter Scott & Partners Limited no longer appears on Liuna National (industrial) Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Walter Scott & Partners Ltdaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceQashqade Ag no longer appears on Liuna National (industrial) Pension Fund's Schedule C as general consultant (plan year 2025 vs 2024)with Qashqade Agaskebsa.dol.gov
+9 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Ssga Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $89.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Ssga Msci Eafe Index Nl Fundcollective trust | State Street Bank & Trust Company | Pooled vehicles | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Brigade Opp Cr Citcollective trust | SEI Trust Company | Pooled vehicles | $50.2M held | Disclosed holding | askebsa.dol.gov |
+25 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 62,697 | Not disclosed | Not disclosed | n/a | $1.7B | $683M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 62,570 | Not disclosed | Not disclosed | n/a | $1.5B | $613M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 62,493 | Not disclosed | Not disclosed | n/a | $1.4B | $572M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 62,837 | Not disclosed | Not disclosed | n/a | $1.4B | $520M | Not disclosed | Not disclosed |
- Liuna Staff and Affiliates Pension codes 13 50 $4.3M PY2025
- Loomis Sayles & Company codes 28 51 $636,323 PY2025
- Janus Capital Management Inc codes 28 51 68 $557,593 PY2025
+121 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Liuna National (industrial) Pension Fund sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2025-12-31source on record
- Holding in a pooled vehicle started2025-12-31source on record
- Consultant changed2025-12-31source on record
+11 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
+30 connections on the graph
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