I.B.E.W. Local 490 Pension Fund
Taft-Hartley plan, based in Concord, New Hampshire, reporting $70.0M in assets, for 633 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, I.B.E.W. Local 490 Pension Fund first reports an interest in Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.): $4M at 2025-05-31.
3 more advisers, 1 more manager, 4 more commitments and 13 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- Ibew-Neca Equity Index Fund3 commitments
- Martin Currie Em Mkts Cit2 commitments
- Brandywine Global Investment Manage1 commitment
- Chevy Chase Trust Company3 commitments
- Martin Currie2 commitments
- Brandywine Global Investment Mgmt.1 commitment
Relationship network
34 connected entities7 observed commitments4 repeat counterparties6 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 1.5%
- Non-interest-bearing cash 0.7%
- Other investments 4.6%
- Partnership/joint venture interests 21.3%
- Common/collective trusts 37.6%
- Registered investment companies 33.3%
Consultants and advisers
- Pension Fund Evaluations Investment adviser (plan)through May 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough May 31, 2025 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Chevy Chase Trust Company3 rows, latest May 31, 2025
- Martin Currie2 rows, latest May 31, 2025
- Brandywine Global Investment Mgmt.1 row, latest May 31, 2025
+1 more manager received commitments
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- Chevy Chaseplan years
- Martin Currieplan years
- Brandywine Globalplan years 2024
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 31, 2025Holding startedI.B.E.W. Local 490 Pension Fund first reports an interest in Brandywine Global Investment Manage (Brandywine Global Investment Mgmt.): $4M at 2025-05-31with Brandywine Global Investment Mgmt.askebsa.dol.gov
- May 31, 2025Holding endedinferenceI.B.E.W. Local 490 Pension Fund no longer reports Brandywine Global Multi-Sector Fund (last held $4M at 2024-05-31; absent from the 2025-05-31 filing)with Brandywine Global Multi-Sector Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDSF Advisors, LLC appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with The Dsf Groupaskebsa.dol.gov
- Jun 1, 2024Funded status changedI.B.E.W. Local 490 Pension Fund funded ratio 106.1% -> 108.7% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedI.B.E.W. Local 490 Pension Fund plan assets $58M -> $66M (+13.8%, 2023-06-01 to 2024-06-01)
+13 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 May 31, 2025 | Martin Currie Em Mkts Citcollective trust | Martin Currie | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $17.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Brandywine Global Investment Managecollective trust | Brandywine Global Investment Mgmt. | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov |
+4 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 May 31, 2025 | 633 | Not disclosed | Not disclosed | n/a | $70.0M | $14.9M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 622 | Not disclosed | Not disclosed | n/a | $65.7M | $12.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 621 | Not disclosed | Not disclosed | n/a | $57.8M | $5.9M | Not disclosed | Not disclosed |
- James Lukeman codes 30 $125,566 PY2024
- IFM Investors Advisor LLC codes 28 51 $61,039 PY2024
- Intercontinental Real Estate Invest codes 28 51 $45,142 PY2024
+41 more service providers
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Provenance
Provenance
I.B.E.W. Local 490 Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 started2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Manager relationship started2024-12-31source on record
+15 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
+20 connections on the graph
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