International Brotherhood of Teamsters Union Local 710 Pension Fund
Taft-Hartley plan, based in Mokena, Illinois, reporting $5.0B in assets, for 21,566 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, International Brotherhood of Teamsters Union Local 710 Pension Fund no longer reports K2 Defensive Equity Fund Ltd (last held $13M at 2025-01-31; absent from the 2025-12-31 filing).
6 more advisers, 6 more managers, 43 more commitments and 5 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- S&p 500 Flagship Nl Fund4 commitments
- NIS High Yield Fund, LLC4 commitments
- Cohen & Steers Global Realty Fd Cl4 commitments
- Loomis Sayles Trust Company8 commitments
- State Street Global Advisors Trust Company4 commitments
- National Investment Services4 commitments
Relationship network
114 connected entities46 observed commitments23 repeat counterparties32 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
›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 0.5%
- Corporate debt instruments (other) 0.9%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 2.8%
- Other investments 11.1%
- Partnership/joint venture interests 17.0%
- 103-12 investment entities 1.5%
- Common/collective trusts 38.3%
- Registered investment companies 2.3%
- Common stock 21.8%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
- Lasalle Consulting Partners General consultantthrough Dec 31, 2025 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2025 Form 5500
+6 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
- Loomis Sayles Trust Company8 rows, latest Dec 31, 2025
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2025
- National Investment Services4 rows, latest Dec 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Cohen & Steersplan years
- National Investment Servicesplan years
- Hedgeserv Ltd.plan years
+29 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2025Holding endedinferenceInternational Brotherhood of Teamsters Union Local 710 Pension Fund no longer reports K2 Defensive Equity Fund Ltd (last held $13M at 2025-01-31; absent from the 2025-12-31 filing)with K2 Defensive Equity Fund Ltdaskebsa.dol.gov
- Feb 1, 2025Funded status changedInternational Brotherhood of Teamsters Union Local 710 Pension Fund funded ratio 111.3% -> 119.4% (2024-02-01 to 2025-02-01)
- Feb 1, 2025Assets changedInternational Brotherhood of Teamsters Union Local 710 Pension Fund plan assets $4.0B -> $4.4B (+10.4%, 2024-02-01 to 2025-02-01)
- Jan 31, 2025Holding startedInternational Brotherhood of Teamsters Union Local 710 Pension Fund first reports an interest in Bnym-M Db Sl Lc Value Sif (BNY Mellon): $227M at 2025-01-31with BNY Mellonaskebsa.dol.gov
- Jan 31, 2025Holding startedInternational Brotherhood of Teamsters Union Local 710 Pension Fund first reports an interest in Bnym-M Db Sl Lc Growth Sif (BNY Mellon): $303M at 2025-01-31with BNY Mellonaskebsa.dol.gov
+5 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 Dec 31, 2025 | S&p 500 Flagship Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $278M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Cohen & Steers Global Realty Fd Clcollective trust | Cohen & Steers | Real estate | $148M held | Disclosed holding | askebsa.dol.gov |
+43 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 21,566 | Not disclosed | Not disclosed | n/a | $5.0B | $845M | Not disclosed | $3.7M |
| 2024 to Jan 31, 2025 | 21,834 | Not disclosed | Not disclosed | n/a | $4.5B | $821M | Not disclosed | $3.7M |
| 2023 to Jan 31, 2024 | 22,048 | Not disclosed | Not disclosed | n/a | $4.2B | $919M | Not disclosed | $3.3M |
| 2022 to Jan 31, 2023 | 21,869 | Not disclosed | Not disclosed | n/a | $4.0B | $781M | Not disclosed | $3.3M |
- Blackstone Infrastructure Advisors codes 51 $2.7M PY2025
- Mesirow Financial codes 28 51 $1.6M PY2025
- Kayne Anderson Ruddick codes 28 51 $1.4M PY2025
+253 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
International Brotherhood of Teamsters Union Local 710 Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2025-12-31source on record
- Funded status changed2025-02-01source on record
- Total assets changed2025-02-01source on record
+7 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
+45 connections on the graph
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