West Virginia Laborers Pension Trust Fund
Taft-Hartley plan, based in Charleston, West Virginia, reporting $570M in assets, for 7,369 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Segal, Bryant & Hammill appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers and 2 more dated events
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Capital path
who backs this record, through what, into what; each name opens its own path- Invesco Core Plus Fixed Income Trst3 commitments
- Invesco National3 commitments
Relationship network
30 connected entities3 observed commitments2 repeat counterpartiescommitments 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
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›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 2.4%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 8.2%
- Other investments 9.7%
- Common/collective trusts 3.9%
- Registered investment companies 54.9%
- Common stock 7.3%
- Preferred stock 0.0%
- Real estate (other than employer real property) 9.5%
Consultants and advisers
- Acrisure Actuarythrough Mar 31, 2025 Form 5500
- Horton Group Actuarythrough Mar 31, 2024 Form 5500
- Segal Consulting Actuarythrough Mar 31, 2024 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
- Invesco National3 rows, latest Mar 31, 2025
- Boyd Wattersonplan years 2025
- Adams Streetplan years 2025
- Ullico Investment Advisors, Inc.plan years 2025
+12 more Schedule C managers
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What changed
- Dec 31, 2024Manager relationship startedSegal, Bryant & Hammill appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segal, Bryant & Hammillaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSegall, Bryant & Hamill no longer appears on West Virginia Laborers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- Apr 1, 2024Funded status changedWest Virginia Laborers Pension Trust Fund funded ratio 118.1% -> 122.4% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedWest Virginia Laborers Pension Trust Fund plan assets $499M -> $551M (+10.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedWest Virginia Laborers Pension Trust Fund total assets $502M -> $556M (+10.7%, 2023-03-31 to 2024-03-31)
+2 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 Mar 31, 2025 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $20.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Invesco Core Plus Fixed Income Trstcollective trust | Invesco National | Fixed income | $20.2M held | Disclosed holding | askebsa.dol.gov |
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 | 7,369 | Not disclosed | Not disclosed | n/a | $570M | Not disclosed | Not disclosed | $54.2M |
| 2023 to Mar 31, 2024 | 6,719 | Not disclosed | Not disclosed | n/a | $556M | Not disclosed | Not disclosed | $22.9M |
| 2022 to Mar 31, 2023 | 7,072 | Not disclosed | Not disclosed | n/a | $502M | Not disclosed | Not disclosed | $13.2M |
- Seizert Capital Partners codes 51 $293,664 PY2024
- American Realty Advisors codes 51 $282,646 PY2024
- Marsh & Mclennan Companies, Inc. codes 23 $246,324 PY2024
+54 more service providers
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-04-01source on record
+4 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
+22 connections on the graph
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