Iron Workers Mid-South Pension Fund
Taft-Hartley plan, based in Sugar Land, Texas, reporting $156M in assets, for 3,048 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, The Segal Company (eastern States) no longer appears on Iron Workers Mid-South Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022).
1 more manager and 5 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- Principal U.S. Property Sa-Z2 commitments
- Russell 3000 Index Fund2 commitments
- Longview Largecap 500 Index Fund2 commitments
- Principal2 commitments
- Blackrock Institutional Trust Co,na2 commitments
- Amalgamated Bank of New York2 commitments
Relationship network
21 connected entities8 observed commitments8 repeat counterpartiescommitments 2023 to 2024
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 3.0%
- Non-interest-bearing cash 0.3%
- Partnership/joint venture interests 18.6%
- Common/collective trusts 42.1%
- Pooled separate accounts 6.2%
- Registered investment companies 22.0%
- Common stock 6.5%
Consultants and advisers
- Segal Actuarythrough Nov 30, 2023 Form 5500
- Hancock Whitney Bank Custodianthrough Nov 30, 2023 Form 5500
- Segal Consulting Actuarythrough Nov 30, 2023 Form 5500
People
Manager roster
- Principal2 rows, latest Nov 30, 2024
- Blackrock Institutional Trust Co,na2 rows, latest Nov 30, 2024
- Amalgamated Bank of New York2 rows, latest Nov 30, 2024
+1 more manager 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.
- Exeter Trust Companyplan years
- Wasatchplan years 2023
What changed
- Dec 31, 2023Consultant changedinferenceThe Segal Company (eastern States) no longer appears on Iron Workers Mid-South Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Segalaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $46.5M held | Disclosed holding | askebsa.dol.gov |
+5 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 3,048 | Not disclosed | Not disclosed | n/a | $156M | $29.1M | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 3,078 | Not disclosed | Not disclosed | n/a | $142M | $27.7M | Not disclosed | Not disclosed |
- Zenith American Solutions, Inc. codes 14 50 $380,735 PY2023
- Needles & Associates, LLC codes 10 50 $58,528 PY2023
- Robein, Urann, Spencer, Et Al codes 29 50 $44,126 PY2023
+19 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
Record history
- Consultant changed2023-12-31source 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.