Iron Workers Pension Plan
Taft-Hartley plan, based in Springfield, New Jersey, reporting $466M in assets, for 4,783 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Iron Workers Pension Plan first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $14M at 2025-09-30.
4 more advisers, 4 more commitments and 5 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- Separate Account J3 commitments
- NT Collective Eafe Index Fund3 commitments
- Russell 1000 Growth Index Fund1 commitment
- Northern Trust Investments, Inc.4 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
43 connected entities7 observed commitments4 repeat counterpartiescommitments 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 2.0%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 14.0%
- U.S. Government securities 8.2%
- Partnership/joint venture interests 23.6%
- Common/collective trusts 11.4%
- Pooled separate accounts 1.3%
- Registered investment companies 17.0%
- Common stock 18.5%
Consultants and advisers
- Bridgeway Benefit Technologies Pension consultantthrough Sep 30, 2024 Form 5500
- Leader Data Processing Pension consultantthrough Sep 30, 2023 Form 5500
- Basys Pension consultantthrough Sep 30, 2023 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
- Northern Trust Investments, Inc.4 rows, latest Sep 30, 2025
- Ullico Investment Advisors, Inc.3 rows, latest Sep 30, 2025
- CSM Advisorsplan years 2025
- National Investment Servicesplan years 2025
- WCM Investment Management, LLCplan years 2024
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Holding startedIron Workers Pension Plan first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $14M at 2025-09-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Investment Services appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCSM Advisors, LLC appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with CSM Advisorsaskebsa.dol.gov
- Oct 1, 2024Assets changedIron Workers Pension Plan plan assets $375M -> $425M (+13.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedIron Workers Pension Plan total assets $398M -> $443M (+11.4%, 2023-09-30 to 2024-09-30)
+5 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 Sep 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Collective Eafe Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $38.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Russell 1000 Growth Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $14.3M held | Disclosed holding | askebsa.dol.gov |
+4 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 Sep 30, 2025 | 4,783 | Not disclosed | Not disclosed | n/a | $466M | $110M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 4,788 | Not disclosed | Not disclosed | n/a | $443M | $108M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,803 | Not disclosed | Not disclosed | n/a | $398M | $97.6M | Not disclosed | Not disclosed |
- Iron Workers Local 11 Welfrae Fund codes 13 50 $427,086 PY2024
- Morgan Stanley codes 28 51 $321,527 PY2024
- WCM Investment Management codes 28 51 $277,370 PY2024
+89 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 started2025-09-30source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+7 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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