I.U.O.E. Local 132 Pension Fund
Taft-Hartley plan, based in Huntington, West Virginia, reporting $559M in assets, for 4,333 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American Benefit Corporation no longer appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 1 more manager, 6 more commitments and 6 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- ASB Allegiance Real Estate Fund3 commitments
- Afl-Cio Equity Index Fund2 commitments
- Multi-Employer Property Trust2 commitments
- Chevy Chase Trust Company4 commitments
- NEW Tower Trust Company2 commitments
- TA Realty1 commitment
Relationship network
43 connected entities9 observed commitments5 repeat counterparties7 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 2.8%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.3%
- U.S. Government securities 4.8%
- Partnership/joint venture interests 15.0%
- Common/collective trusts 20.4%
- Registered investment companies 15.9%
- Common stock 36.9%
- Preferred stock 0.0%
Consultants and advisers
- Standard Valuation Investment adviser (plan)through Mar 31, 2023 Form 5500
- American Benefit Corporation Investment adviser (plan)through Mar 31, 2023 Form 5500
- United Actuarial Services, Inc. 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 Company4 rows, latest Mar 31, 2025
- NEW Tower Trust Company2 rows, latest Mar 31, 2024
- TA Realty1 row, latest Mar 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- ASB Allegiance Real Estate Fundplan years
+17 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, 2024Consultant changedinferenceAmerican Benefit Corporation no longer appears on I.U.O.E. Local 132 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with American Benefit Corporationaskebsa.dol.gov
- Apr 1, 2024Assets changedI.U.O.E. Local 132 Pension Fund plan assets $490M -> $546M (+11.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Holding endedinferenceI.U.O.E. Local 132 Pension Fund no longer reports TA Realty Core Property Fund (TA Realty) (last held $26M at 2023-03-31; absent from the 2024-03-31 filing)with TA Realtyaskebsa.dol.gov
- Mar 31, 2024Holding startedI.U.O.E. Local 132 Pension Fund first reports an interest in Afl-Cio Equity Index Fund: $64M at 2024-03-31with Afl-Cio Equity Index Fundaskebsa.dol.gov
- Mar 31, 2024Assets changedI.U.O.E. Local 132 Pension Fund total assets $492M -> $548M (+11.4%, 2023-03-31 to 2024-03-31)
+6 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust Company | Real estate | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Afl-Cio Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $68.9M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 4,333 | Not disclosed | Not disclosed | n/a | $559M | $83.7M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 4,010 | Not disclosed | Not disclosed | n/a | $548M | $106M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 4,127 | Not disclosed | Not disclosed | n/a | $492M | $5.8M | Not disclosed | Not disclosed |
- Zack's Investment Management codes 28 $308,854 PY2024
- Boston Partners codes 28 $234,818 PY2024
- NEW Tower Trust Company codes 28 $232,416 PY2024
+72 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
I.U.O.E. Local 132 Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Consultant changed2024-12-31source on record
+10 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
+25 connections on the graph
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