DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
California Ironworkers Field Pension Trust
Taft-Hartley planPasadena, CA
Assets
$3.5B
Total assets, May 31, 2025 reported
Funded
110.2%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
12
none on the tape
Plan sponsor: Board of Trustees, California Ironworkers Field Pension Trust Fun
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 2.1%
- Corporate debt instruments (preferred) 1.3%
- U.S. Government securities 4.2%
- Other investments 15.5%
- Partnership/joint venture interests 11.5%
- 103-12 investment entities 12.3%
- Common/collective trusts 21.8%
- Registered investment companies 13.2%
- Common stock 15.9%
- Preferred stock 0.0%
Consultants and advisers
9 firms
- Newmark Partners LP General consultantthrough May 31, 2024 Form 5500
- Vergent LLC General consultantthrough May 31, 2024 Form 5500
- RV Kuhns & Associates Investment adviser (plan)through May 31, 2023 Form 5500
- TOP Tier Resources, Inc. General consultantthrough May 31, 2023 Form 5500
- Blue Whale Compensation Service General consultantthrough May 31, 2023 Form 5500
- The Bank of New York Mellon Trst Co Trusteethrough May 31, 2023 Form 5500
- Rael & Letson Actuarythrough May 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough May 31, 2023 Form 5500
- Wells Fargo Bank Trusteethrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon6 rows, latest May 31, 2025
- Arrow Street Capital3 rows, latest May 31, 2025
From Schedule C (investment management, code 28)
- Pgim Incplan years 2023
- Newton Investment Management Northplan years 2023
- Pacific Investmt Management Co LLCplan years 2023
- Aristotle Capital Boston LLCplan years 2023
- Dodge & Coxplan years 2023
- Blackrock Investment Managerplan years 2023
- BNY Mellonplan years 2023
- HBK Multi-Strategy Offshore Fundplan years 2023
- ASB Capital Management LLCplan years 2023
- Arrowstreet Capital, LPplan years 2023
- Schroder Investment Management Nortplan years 2023
- Champlain Investment Partners LLCplan years 2023
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $435M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Schroder Collective Investment Truscollective trust | SEI Trust Company | Pooled vehicles | $440M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $134M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Russ 2500 Alpha Trust Tilts Fd Clcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $131M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $63.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $398M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Schroder International Alpha Trustcollective trust | SEI Trust Company | Pooled vehicles | $377M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $136M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $55.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $330M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $129M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $106M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 21,805 | n/a | n/a | n/a | $3.5B | $404M | n/a | n/a |
| 2023 to May 31, 2024 | 21,784 | n/a | n/a | n/a | $3.3B | $371M | n/a | n/a |
| 2022 to May 31, 2023 | 21,378 | n/a | n/a | n/a | $3.0B | $313M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Ironworkers Employees Benefit Corp. codes 13 50 $2.8M PY2024
- Arrowstreet Capital codes 28 50 51 $2.4M PY2024
- Blackrock Financial Management codes 28 51 $848,753 PY2024
- Champlain Investment Partners codes 28 50 51 68 $835,587 PY2024
- Jennison Associates LLC codes 28 50 51 68 $686,956 PY2024
- ASB Capital Management LLC codes 28 50 $643,087 PY2024
- Pimco codes 28 50 51 52 68 $618,544 PY2024
- Dodge & Cox codes 28 50 51 68 $402,016 PY2024
- Newton Investment Management North codes 28 50 51 52 $322,967 PY2024
- The Bank of New York Mellon Trust C codes 21 50 62 72 $307,425 PY2024
- Aristotle Capital Boston LLC codes 28 50 51 68 $267,198 PY2024
- RVK, Inc. codes 27 50 $258,065 PY2024
- Kraw Law Group, Apc codes 29 50 $248,009 PY2024
- Milliman, Inc codes 11 17 50 $197,814 PY2024
- Withumsmith+brown, PC codes 10 50 $141,545 PY2024
- Logicalis, Inc. codes 49 50 $104,975 PY2024
- TOP Tier Resources, Inc. codes 16 49 50 $86,363 PY2024
- Wells Fargo Bank, N.A. codes 21 50 $70,108 PY2024
- Mellon Investment Corp codes 28 50 51 52 $58,248 PY2024
- Level 3 Financing, Inc codes 49 50 $55,302 PY2024
- Roth Staffing Companies, LP codes 49 50 $50,415 PY2024
- State Street Global Markets LLC codes 33 50 $50,008 PY2024
- Iron Mountain, Inc. codes 15 50 $37,249 PY2024
- Union Graphics, LLC codes 49 50 $34,216 PY2024
- NTH Generation Computing, Inc. codes 15 50 $24,472 PY2024
- UBS Securities LLC, Stamford codes 33 50 $10,364 PY2024
- House of Printing, Inc. codes 36 50 $8,479 PY2024
- Stericycle, Inc codes 49 50 $8,024 PY2024
- Goldman Sachs & Co, NY codes 33 50 $6,875 PY2024
- Virtu Americas LLC codes 33 50 $6,382 PY2024
- Life Status 360, LLC codes 49 50 $6,192 PY2024
- Cybercoders, Inc. codes 49 50 $6,160 PY2024
- Raymond James & Assoc Inc codes 33 50 $5,807 PY2024
- Quadient Cxm USA Inc codes 15 50 $5,247 PY2024
- Paylocity Corporation codes 49 50 $5,139 PY2024
- Liquidnet Inc codes 33 50 $5,104 PY2024
- Hbk-Multi Strategy Offshore Fund Lt codes 52 72 PY2024
- Marsh Mclennan Companies, Inc. codes 53 PY2024
- Intl Equity - Acwi Ex US Fund Sched. D E $435M PY2024
- Schroder Collective Investment Tr Sched. D C $440M PY2024
- Bnym Mellon Db Sl Stock Index Fund Sched. D C $134M PY2024
- Russ 2500 Alpha Trust Tilts Fd Cl Sched. D C $131M PY2024
- EB Temporary Investment Sched. D C $63.2M PY2024
- Milliman, Inc. codes 11 PY2024
- Ironworkers Employees Benefit Corp. codes 13 50 $2.6M PY2023
- Arrowstreet Capital codes 28 50 51 $2.1M PY2023
- ASB Capital Management LLC codes 28 50 $768,967 PY2023
- Champlain Investment Partners codes 28 50 51 68 $629,981 PY2023
- Jennison Associates LLC codes 28 50 51 68 $628,682 PY2023
- Newton Investment Management North codes 28 50 51 52 $628,410 PY2023
- Aristotle Capital Boston LLC codes 28 50 51 68 $524,459 PY2023
- Schroder Investment Mgmt codes 28 51 $513,715 PY2023
- Pimco codes 28 50 51 52 68 $497,687 PY2023
- Dodge & Cox codes 28 50 51 68 $425,406 PY2023
- The Bank of New York Mellon Trust C codes 21 50 62 72 $336,484 PY2023
- Blackrock Financial Management codes 28 51 $332,533 PY2023
- Milliman, Inc codes 11 17 50 $303,577 PY2023
- RVK, Inc. codes 27 50 $251,000 PY2023
- Kraw Law Group, Apc codes 29 50 $235,446 PY2023
- Withumsmith+brown, PC codes 10 50 $101,304 PY2023
- Top Tier Resources, Inc. codes 16 49 50 $101,047 PY2023
- Roth Staffing Companies, LP codes 49 50 $71,986 PY2023
- Logicalis, Inc. codes 49 50 $67,740 PY2023
- Wells Fargo Bank, N.A. codes 21 50 $60,709 PY2023
- Mellon Capital Mgmt Corp codes 28 50 51 52 $54,095 PY2023
- Level 3 Financing, Inc codes 49 50 $31,100 PY2023
- Olympic Staffing Services codes 49 50 $28,803 PY2023
- NTH Generation Computing, Inc. codes 15 50 $21,484 PY2023
- Iron Mountain, Inc. codes 15 50 $20,896 PY2023
- Life Status 360, LLC codes 49 50 $18,660 PY2023
- ECS Imaging, Inc. codes 36 50 $16,755 PY2023
- Newmark Partners LP codes 16 50 $9,500 PY2023
- House of Printing, Inc. codes 36 50 $9,418 PY2023
- Goldman Sachs & Co, NY codes 33 50 $8,346 PY2023
- Merrill Lynch Intl London Equities codes 33 50 $7,054 PY2023
- UBS Securities LLC, Stamford codes 33 50 $6,584 PY2023
- RBC Capital Markets LLC, New York codes 33 50 $6,397 PY2023
- Stericycle, Inc codes 49 50 $6,042 PY2023
- Robert Half International, Inc codes 49 50 $5,971 PY2023
- Aston Carter, Inc. codes 49 50 $5,837 PY2023
What changed
14 events
- May 31, 2025Holding endedinferenceCalifornia Ironworkers Field Pension Trust no longer reports Schroder International Alpha Trust (last held $377M at 2024-05-31; absent from the 2025-05-31 filing)with Schroder International Alpha Trustaskebsa.dol.gov
- May 31, 2025Holding startedCalifornia Ironworkers Field Pension Trust first reports an interest in Russ 2500 Alpha Trust Tilts Fd Cl: $131M at 2025-05-31with Russ 2500 Alpha Trust Tilts Fd Claskebsa.dol.gov
- May 31, 2025Holding startedCalifornia Ironworkers Field Pension Trust first reports an interest in Schroder Collective Investment Trus: $440M at 2025-05-31with Schroder Collective Investment Trusaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNewmark Partners LP no longer appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Newmark Partners LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSchroder Investment Mgmt no longer appears on California Ironworkers Field Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceVergent LLC no longer appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Vergent LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedCalifornia Ironworkers Field Pension Trust funded ratio 105.1% -> 110.2% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedCalifornia Ironworkers Field Pension Trust plan assets $3.0B -> $3.3B (+10.0%, 2023-06-01 to 2024-06-01)
- May 31, 2024Holding startedCalifornia Ironworkers Field Pension Trust first reports an interest in Schroder International Alpha Trust: $377M at 2024-05-31with Schroder International Alpha Trustaskebsa.dol.gov
- May 31, 2024Assets changedCalifornia Ironworkers Field Pension Trust total assets $3.0B -> $3.3B (+10.0%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Consultant changedinferenceNewmark Partners LP appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Newmark Partners LPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRael and Letson no longer appears on California Ironworkers Field Pension Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Rael & Letsonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBlue Whale Compensation Service no longer appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Blue Whale Compensation Serviceaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceVergent LLC appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Vergent LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956042866-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.