Ibew Local 684 Pension Trust
Taft-Hartley plan, based in Pleasanton, California, reporting $80.2M in assets, for 711 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Ibew Local 684 Pension Trust first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $6M at 2025-03-31.
1 more adviser, 5 more managers, 14 more commitments and 2 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
- ASB Allegiance Real Estate Fund3 commitments
- Washington Capital Joint Master Tru3 commitments
- Chevy Chase Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
38 connected entities17 observed commitments11 repeat counterparties12 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 1.8%
- Non-interest-bearing cash 0.6%
- Other investments 0.2%
- Partnership/joint venture interests 7.1%
- 103-12 investment entities 17.7%
- Common/collective trusts 20.0%
- Registered investment companies 51.6%
Consultants and advisers
- Verus Advisory, Inc. Pension consultantthrough Mar 31, 2023 Form 5500
- Northwest Pension Services Actuarythrough Mar 31, 2025 Form 5500
- Nwps Actuarythrough 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.
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People
Manager roster
- Chevy Chase Trust Company3 rows, latest Mar 31, 2025
- ABS Allegiance Real Estate3 rows, latest Mar 31, 2025
- Washington Capital Management, Inc.3 rows, latest Mar 31, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chase Trust Companyplan years
- Chevy Chaseplan years
- Aristotle Pacific Capital, LLCplan years 2025
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Mar 31, 2025Holding startedIbew Local 684 Pension Trust first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $6M at 2025-03-31with Acadian Asset Managementaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceIbew Local 684 Pension Trust no longer reports Panagora GP Tr Risk Parity Ma High (Panagora Investment Manager) (last held $3M at 2024-03-31; absent from the 2025-03-31 filing)with Panagora Investment Manageraskebsa.dol.gov
- Mar 31, 2025Holding startedIbew Local 684 Pension Trust first reports an interest in Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln): $4M at 2025-03-31with SUP Pacific Fd Bk Lnaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceVoya Investment Trust Company no longer appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Voya Investment Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedAristotle Pacific Capital, LLC appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Aristotle Pacific Capital, LLCaskebsa.dol.gov
+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 | Acadian Global Equity Fund103 12 ie | Acadian Asset Management | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Pacific Asset Management Bank Loan103 12 ie | Aristotle Pacific Capital, LLC | Private credit | $4.0M held | Disclosed holding | askebsa.dol.gov |
+14 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 Mar 31, 2025 | 711 | Not disclosed | Not disclosed | n/a | $80.2M | $5.7M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 710 | Not disclosed | Not disclosed | n/a | $76.2M | $5.7M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 710 | Not disclosed | Not disclosed | n/a | $69.2M | $4.6M | Not disclosed | Not disclosed |
- Verus Advisory, Inc. codes 17 27 50 $154,939 PY2024
- Benesys, Inc. codes 14 $98,003 PY2024
- Northwest Pension Services codes 11 $51,100 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local 684 Pension Trust 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.
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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 started2025-03-31source on record
- Holding in a pooled vehicle ended2025-03-31source on record
- Holding in a pooled vehicle started2025-03-31source 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
+16 connections on the graph
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