Plumbers Union Local No. 12 Pension
Taft-Hartley plan, based in Boston, Massachusetts, reporting $429M in assets, for 2,860 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Plumbers Union Local No. 12 Pension first reports an interest in SEI Core Property Collective Inv Tr (SEI Core Property Collective Fund): $11M at 2025-08-31.
4 more advisers, 2 more managers, 19 more commitments and 2 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- SEI Global Private Assets V Cit3 commitments
- SEI Global Private Assets VI Cit3 commitments
- Multi-Employer Property Trust3 commitments
- SEI Investments Management Corp10 commitments
- NEW Tower Trust Company3 commitments
- Chevy Chase Trust3 commitments
Relationship network
49 connected entities22 observed commitments13 repeat counterparties18 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 0.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 0.0%
- Partnership/joint venture interests 0.1%
- Common/collective trusts 24.3%
- Registered investment companies 74.2%
Consultants and advisers
- Mariner Institutional LLC General consultantthrough Aug 31, 2024 Form 5500
- Mariner (andco) General consultantthrough Aug 31, 2023 Form 5500
- Bpas Actuarial and Pension Services Actuarythrough Aug 31, 2025 Form 5500
+4 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
- SEI Investments Management Corp10 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Chevy Chase Trust3 rows, latest Aug 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- SEI Investments Management Corpplan years
- SEI Core Property Collective Fundplan years 2025
- Landmark Equity Advisors, LLCplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Aug 31, 2025Holding startedPlumbers Union Local No. 12 Pension first reports an interest in SEI Core Property Collective Inv Tr (SEI Core Property Collective Fund): $11M at 2025-08-31with SEI Core Property Collective Fundaskebsa.dol.gov
- Aug 31, 2025Assets changedPlumbers Union Local No. 12 Pension total assets $390M -> $429M (+10.0%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Manager relationship startedSEI Core Property Collective Fund appears on Plumbers Union Local No. 12 Pension's Schedule C as investment manager (plan year 2024 vs 2023)with SEI Core Property Collective Fundaskebsa.dol.gov
- Sep 1, 2024Assets changedPlumbers Union Local No. 12 Pension plan assets $346M -> $389M (+12.6%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedPlumbers Union Local No. 12 Pension total assets $346M -> $390M (+12.6%, 2023-08-31 to 2024-08-31)
+2 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 Aug 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | SEI Global Private Assets V Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | SEI Global Private Assets VI Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $8.4M held | Disclosed holding | askebsa.dol.gov |
+19 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 Aug 31, 2025 | 2,860 | Not disclosed | Not disclosed | n/a | $429M | $395,792 | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 2,901 | Not disclosed | Not disclosed | n/a | $390M | $457,016 | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 2,775 | Not disclosed | Not disclosed | n/a | $346M | $924,019 | Not disclosed | Not disclosed |
- Sei codes 19 51 $1.1M PY2024
- SEI Structrued Credit Collective Fd codes 28 51 $438,210 PY2024
- ASB Allegiance Real Estate Fund codes 28 51 $145,367 PY2024
+83 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers Union Local No. 12 Pension 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 started2025-08-31source on record
- Total assets changed2025-08-31source on record
- Manager relationship started2024-12-31source on record
+4 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
+16 connections on the graph
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