Electrical Workers Local No. 292 Pension Plan
Taft-Hartley plan, based in Brooklyn Park, Minnesota, reporting $447M in assets, for 5,126 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Apr 2025, Electrical Workers Local No. 292 Pension Plan first reports an interest in Fiam Broad Market Duration Pool (Fidelity Institutional Asset Mgmt): $30M at 2025-04-30.
2 more advisers, 5 more managers and 19 more commitments
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- Loomis Sayles Global Cit3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Loomis Sayles3 commitments
- Chevy Chase Trust Company3 commitments
- Great Gray Trust Company3 commitments
Relationship network
44 connected entities22 observed commitments15 repeat counterparties13 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 1.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 7.8%
- Other investments 6.6%
- Partnership/joint venture interests 17.0%
- 103-12 investment entities 6.7%
- Common/collective trusts 30.4%
- Registered investment companies 2.0%
- Common stock 23.4%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2023 Form 5500
- Marathon Asset Management, LP Custodianthrough Apr 30, 2025 Form 5500
- Union Bank and Trust Custodianthrough Apr 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Loomis Sayles3 rows, latest Apr 30, 2025
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- Great Gray Trust Company3 rows, latest Apr 30, 2025
+5 more managers 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
- Hamilton Laneplan years 2024
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Apr 30, 2025Holding startedElectrical Workers Local No. 292 Pension Plan first reports an interest in Fiam Broad Market Duration Pool (Fidelity Institutional Asset Mgmt): $30M at 2025-04-30with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedUnion Bank and Trust appears on Electrical Workers Local No. 292 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Union Bank and Trustaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedMarathon Asset Management Limited appears on Electrical Workers Local No. 292 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedHamilton Lane Advisors, LLC appears on Electrical Workers Local No. 292 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Hamilton Laneaskebsa.dol.gov
- May 1, 2023Funded status changedElectrical Workers Local No. 292 Pension Plan funded ratio 113.0% -> 118.3% (2022-05-01 to 2023-05-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Loomis Sayles Global Citcollective trust | Loomis Sayles | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $47.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $10.5M 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 Apr 30, 2025 | 5,126 | Not disclosed | Not disclosed | n/a | $447M | $76.0M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 5,020 | Not disclosed | Not disclosed | n/a | $417M | $73.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 4,956 | Not disclosed | Not disclosed | n/a | $386M | $66.1M | Not disclosed | Not disclosed |
- Ibew Local 292 Health Care Plan codes 13 50 $380,247 PY2024
- Boston Trust Walden Company codes 28 51 68 $211,511 PY2024
- Wedge Capital Management LLP codes 28 51 68 $166,196 PY2024
+75 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Electrical Workers Local No. 292 Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 started2025-04-30source on record
- Manager relationship started2023-12-31source on record
- Manager relationship started2023-12-31source on record
+2 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
+19 connections on the graph
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