Plumbers & Steamfitters Local # 137 Pension Fund
Taft-Hartley plan, based in Springfield, Illinois, reporting $150M in assets, for 1,255 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Apr 2023, Plumbers & Steamfitters Local # 137 Pension Fund plan assets $151M -> $135M (-10.4%, 2022-04-01 to 2023-04-01).
1 more adviser, 2 more managers 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- ASB Allegiance Real Estate Fund3 commitments
- Multi-Employer Property Trust3 commitments
- All-Country World Ex-Us Index Fund3 commitments
- Northern Trust Investments, Inc.6 commitments
- ABS Allegiance Real Estate3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
30 connected entities18 observed commitments12 repeat counterparties14 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 1.3%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 5.4%
- Partnership/joint venture interests 5.6%
- 103-12 investment entities 4.0%
- Common/collective trusts 20.5%
- Registered investment companies 58.3%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)through Mar 31, 2023 Form 5500
- ASB Capital Management LLC Custodianthrough Mar 31, 2023 Form 5500
- Illinois National Bank Custodianthrough Mar 31, 2023 Form 5500
+1 more consultant or adviser 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
- Northern Trust Investments, Inc.6 rows, latest Mar 31, 2025
- ABS Allegiance Real Estate3 rows, latest Mar 31, 2025
- NEW Tower Trust Company3 rows, latest Mar 31, 2025
+2 more managers 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.
- American Realty Advisorsplan years 2023
- Northern Trust Co.plan years 2023
What changed
- Apr 1, 2023Assets changedPlumbers & Steamfitters Local # 137 Pension Fund plan assets $151M -> $135M (-10.4%, 2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $7.7M 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 Mar 31, 2025 | 1,255 | Not disclosed | Not disclosed | n/a | $150M | $8.4M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,228 | Not disclosed | Not disclosed | n/a | $147M | $8.2M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,165 | Not disclosed | Not disclosed | n/a | $135M | $8.5M | Not disclosed | Not disclosed |
- Northern Trust codes 28 50 $100,715 PY2024
- Marquette Associates codes 27 50 $92,625 PY2024
- Umr codes 13 15 50 $73,508 PY2024
+49 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
Plumbers & Steamfitters Local # 137 Pension Fund 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.
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 changed2023-04-01source 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
+7 connections on the graph
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