California Ironworkers Field Pension Trust
Taft-Hartley plan, based in Pasadena, California, reporting $3.5B in assets, for 21,805 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, California 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).
6 more advisers, 1 more manager, 9 more commitments and 9 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- Arrowstreet International Equity3 commitments
- Bnym Mellon Db Sl Stock Index Fund3 commitments
- EB Temporary Investment3 commitments
Relationship network
80 connected entities12 observed commitments6 repeat counterparties11 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 0.0%
- 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
- 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
+6 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
- BNY Mellon6 rows, latest May 31, 2025
- Arrow Street Capital3 rows, latest May 31, 2025
- Schroder2 rows, latest May 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Schroderplan years
+12 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- 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
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $435M 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 |
+9 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 May 31, 2025 | 21,805 | Not disclosed | Not disclosed | n/a | $3.5B | $404M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 21,784 | Not disclosed | Not disclosed | n/a | $3.3B | $371M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 21,378 | Not disclosed | Not disclosed | n/a | $3.0B | $313M | Not disclosed | Not disclosed |
- 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
+134 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
California Ironworkers Field Pension Trust sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2025-05-31source on record
- Holding in a pooled vehicle started2025-05-31source on record
- Holding in a pooled vehicle started2025-05-31source on record
+11 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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