Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund
Taft-Hartley plan, based in Tinley Park, Illinois, reporting $422M in assets, for 2,066 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Harding Loevner Emerging Markets Fd (last held $16M at 2024-10-31; absent from the 2025-10-31 filing).
5 more advisers, 3 more managers, 13 more commitments and 13 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
- Ullico Infrastructure Tax Exempt Fu3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Chevy Chase Trust Company3 commitments
- National Investment Svcs of Amer3 commitments
- Harding Loevner LP3 commitments
Relationship network
40 connected entities16 observed commitments11 repeat counterparties15 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 1.0%
- Non-interest-bearing cash 1.4%
- Partnership/joint venture interests 39.7%
- 103-12 investment entities 4.6%
- Common/collective trusts 40.7%
- Registered investment companies 5.7%
- Common stock 6.4%
Consultants and advisers
- Gw&k Investment Management, LLC Pension consultantthrough Oct 31, 2023 Form 5500
- Acadian Asset Management Pension consultantthrough Oct 31, 2023 Form 5500
- Segal General consultantthrough Oct 31, 2023 Form 5500
+5 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
- Chevy Chase Trust Company3 rows, latest Oct 31, 2025
- National Investment Svcs of Amer3 rows, latest Oct 31, 2025
- Harding Loevner LP3 rows, latest Oct 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harding Loevner LPplan years
- National Investment Svcs of Amerplan years 2024
- Chevy Chase Trust Companyplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Oct 31, 2025Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Harding Loevner Emerging Markets Fd (last held $16M at 2024-10-31; absent from the 2025-10-31 filing)with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports NIS High Yield Qp Fund, LLC (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)with NIS High Yield Qp Fund, LLCaskebsa.dol.gov
- Oct 31, 2025Assets changedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund total assets $376M -> $422M (+12.3%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Manager relationship startedLoomis Sayles & Company appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Nov 1, 2024Funded status changedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund funded ratio 124.3% -> 120.5% (2023-11-01 to 2024-11-01)
+13 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 Oct 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $98.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $46.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $18.8M held | Disclosed holding | askebsa.dol.gov |
+13 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 Oct 31, 2025 | 2,066 | Not disclosed | Not disclosed | n/a | $422M | $168M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 2,062 | Not disclosed | Not disclosed | n/a | $376M | $150M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 2,051 | Not disclosed | Not disclosed | n/a | $318M | $133M | Not disclosed | Not disclosed |
- Ullico Investment Advisors codes 28 $276,461 PY2024
- Gw&k Investment Management codes 17 50 72 $205,173 PY2024
- Acadian Asset Management codes 17 70 $162,036 PY2024
+57 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2025-10-31source on record
- Holding in a pooled vehicle ended2025-10-31source on record
- Total assets changed2025-10-31source on record
+15 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
+20 connections on the graph
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