Plumbers & Steamfitters Local 43 Pension Fund
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $153M in assets, for 1,866 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Prudential Life Insurance Company appears on Plumbers & Steamfitters Local 43 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
5 more advisers, 1 more manager and 15 more commitments
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- Longview Ultra Construction Loan in3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Amalgamated Bank3 commitments
- ABS Allegiance Real Estate3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
35 connected entities18 observed commitments10 repeat counterparties9 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 0.8%
- Corporate debt instruments (other) 11.7%
- Corporate debt instruments (preferred) 3.0%
- U.S. Government securities 9.7%
- Other investments 0.2%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 29.1%
- Pooled separate accounts 1.1%
- Registered investment companies 22.6%
- Common stock 13.3%
Consultants and advisers
- Wells Fargo Bank Custodianthrough Jun 30, 2025 Form 5500
- Pgim Inc Custodianthrough Jun 30, 2025 Form 5500
- NEW Tower Trust Company Custodianthrough Jun 30, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Amalgamated Bankplan years
- Bank of New York Mellonplan years 2023, 2025
- Agincourt Capital Managementplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedPrudential Life Insurance Company appears on Plumbers & Steamfitters Local 43 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Pgim Incaskebsa.dol.gov
- Jul 1, 2024Funded status changedPlumbers & Steamfitters Local 43 Pension Fund funded ratio 107.4% -> 110.2% (2023-07-01 to 2024-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,400 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $11.6M 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 1,866 | Not disclosed | Not disclosed | n/a | $153M | $9.1M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,800 | Not disclosed | Not disclosed | n/a | $143M | $8.3M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,789 | Not disclosed | Not disclosed | n/a | $136M | $7.5M | Not disclosed | Not disclosed |
- Morgan Stanley - the Dobbs Group codes 19 27 $172,780 PY2024
- Southern Benefit Administrators codes 14 $92,104 PY2024
- Agincourt Capital Management codes 28 $65,706 PY2024
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-07-01source on record
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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