Ibew Local 150 Pension Plan
Taft-Hartley plan, based in Lexington, Kentucky, reporting $273M in assets, for 1,688 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Ibew Local 150 Pension Plan first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $15M at 2025-06-30.
2 more advisers, 3 more managers, 12 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- Ibew-Neca Equity Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- NIS Total Absolute Return Qp Fund2 commitments
- National Investment Svcs of Amer6 commitments
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
38 connected entities15 observed commitments9 repeat counterparties14 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 0.0%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 4.5%
- Common/collective trusts 72.1%
- Registered investment companies 21.7%
- Real estate (other than employer real property) 0.3%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Jun 30, 2024 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2024 Form 5500
+2 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
- National Investment Svcs of Amer6 rows, latest Jun 30, 2025
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+3 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
- National Investment Svcs of Amerplan years 2025
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedIbew Local 150 Pension Plan first reports an interest in Washington Capital Joint Master Tru (Washington Capital Management, Inc.): $15M at 2025-06-30with Washington Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMeketa Investment Group, Inc. no longer appears on Ibew Local 150 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Meketa Investment Group Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Investment Services, LLC appears on Ibew Local 150 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Svcs of Ameraskebsa.dol.gov
- Jun 30, 2024Holding startedIbew Local 150 Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $15M at 2024-06-30with NIS Core Fixed Income Qp Fund, LLCaskebsa.dol.gov
- Jun 30, 2024Holding endedinferenceIbew Local 150 Pension Plan no longer reports Collective Russell 2000 Index Fund (Northern Trust Collective Eafe Inde) (last held $11M at 2023-06-30; absent from the 2024-06-30 filing)with Northern Trust Investments, Inc.askebsa.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 Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $127M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $38.8M held | Disclosed holding | askebsa.dol.gov |
+12 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 Jun 30, 2025 | 1,688 | Not disclosed | Not disclosed | n/a | $273M | $12.3M | Not disclosed | $845,000 |
| 2023 to Jun 30, 2024 | 1,695 | Not disclosed | Not disclosed | n/a | $250M | $50.1M | Not disclosed | $845,000 |
| 2022 to Jun 30, 2023 | 1,666 | Not disclosed | Not disclosed | n/a | $235M | $49.7M | Not disclosed | $845,000 |
- National Investment Services, LLC codes 28 51 $122,340 PY2024
- Strategic Capital Investment Adviso codes 27 $70,833 PY2024
- Reinhart Boerner van Deuren S.C. codes 29 $65,581 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local 150 Pension Plan 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 started2025-06-30source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source 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
+14 connections on the graph
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