Pipefitters Union Local No. 537 Pension Fund
Taft-Hartley plan, based in Dorchester, Massachusetts, reporting $962M in assets, for 3,781 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Pipefitters Union Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (Richmond Capital Management, Inc.): $15M at 2025-02-28.
1 more adviser, 6 more managers, 23 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- Eaton Vance Trust Company Collectiv3 commitments
- Crescent Capital Trust II3 commitments
- Aristotle Collective Investment Tru3 commitments
Relationship network
81 connected entities26 observed commitments17 repeat counterparties9 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 3.0%
- Corporate debt instruments (other) 4.0%
- Corporate debt instruments (preferred) 3.3%
- U.S. Government securities 10.6%
- Other investments 2.7%
- Partnership/joint venture interests 19.3%
- 103-12 investment entities 5.8%
- Common/collective trusts 10.9%
- Registered investment companies 2.2%
- Common stock 33.4%
- Preferred stock 0.0%
- Real estate (other than employer real property) 3.0%
Consultants and advisers
- Bpas Actuarial and Pension Services Actuarythrough Feb 28, 2025 Form 5500
- Cbiz Ris Actuarythrough Feb 29, 2024 Form 5500
- Cbiz Savitz Actuarythrough Feb 28, 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
- Eaton Vance3 rows, latest Feb 28, 2025
- Crescent Capital3 rows, latest Feb 28, 2025
- Aristotle3 rows, latest Feb 28, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Crescent Capitalplan years
- Aristotleplan years
- Eaton Vanceplan years
+33 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 28, 2025Holding startedPipefitters Union Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (Richmond Capital Management, Inc.): $15M at 2025-02-28with Richmond Capital Management, Inc.askebsa.dol.gov
- Feb 28, 2025Holding endedinferencePipefitters Union Local No. 537 Pension Fund no longer reports RCM Construction Mbs Opportunities (Richmond Capital Management, Inc.) (last held $14M at 2024-02-29; absent from the 2025-02-28 filing)with Richmond Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNorthgate no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Northgateaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAlcentra no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Alcentra Ltdaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestport Capital Partners no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Westport Capital Partners LLCaskebsa.dol.gov
+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 Feb 28, 2025 | Eaton Vance Trust Company Collectivcollective trust | Eaton Vance | Pooled vehicles | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | RMC Construction Mbs Opportunities103 12 ie | Richmond Capital Management, Inc. | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov |
+23 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 Feb 28, 2025 | 3,781 | Not disclosed | Not disclosed | n/a | $962M | $186M | Not disclosed | $28.9M |
| 2023 to Feb 29, 2024 | 3,663 | Not disclosed | Not disclosed | n/a | $902M | $168M | Not disclosed | $26.7M |
| 2022 to Feb 28, 2023 | 3,550 | Not disclosed | Not disclosed | n/a | $828M | $163M | Not disclosed | $30.2M |
- Boston Trust Walden codes 28 51 $1.1M PY2024
- ABS Investment Management codes 28 51 $355,009 PY2024
- Ziegler Capital Management, LLC codes 28 51 $351,004 PY2024
+164 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Pipefitters Union Local No. 537 Pension Fund sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 started2025-02-28source on record
- Holding in a pooled vehicle ended2025-02-28source on record
- Manager relationship ended2024-12-31source on record
+8 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
+41 connections on the graph
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