Atlanta Ironworkers Local #387 Pension Plan
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $136M in assets, for 1,576 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Northern Trust Investments appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers and 12 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- Global Value3 commitments
- International Fund3 commitments
- Multi-Employer Property Trust3 commitments
- ABS Allegiance Real Estate3 commitments
- Intercontinental Real Estate Corp.3 commitments
- First Eagle Investment Management2 commitments
Relationship network
29 connected entities15 observed commitments8 repeat counterpartiescommitments 2022 to 2024
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
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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
- Interest-bearing cash 0.9%
- Corporate debt instruments (other) 0.0%
- Other investments 12.4%
- Common/collective trusts 15.9%
- Registered investment companies 25.6%
- Common stock 28.9%
- Real estate (other than employer real property) 15.4%
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Investment adviser (plan)through Dec 31, 2022 Form 5500
- Wedge Capital Trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Intercontinental Real Estate Corp.3 rows, latest Dec 31, 2024
- First Eagle Investment Management2 rows, latest Dec 31, 2024
- First Eagle Investment Managementplan years
- Northern Trust Investmentsplan years 2024
- Intercontinental Real Estate Corporplan years 2023
+3 more Schedule C managers
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- Dec 31, 2024Manager relationship startedNorthern Trust Investments appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Northern Trust Investmentsaskebsa.dol.gov
- Jan 1, 2024Funded status changedAtlanta Ironworkers Local #387 Pension Plan funded ratio 95.6% -> 97.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedIntercontinental Real Estate Corpor appears on Atlanta Ironworkers Local #387 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Intercontinental Real Estate Corporaskebsa.dol.gov
- Jan 1, 2023Assets changedAtlanta Ironworkers Local #387 Pension Plan plan assets $141M -> $122M (-13.8%, 2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Global Valuecollective trust | First Eagle Investment Management | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Fundcollective trust | Ernest Partners | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $9.3M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,576 | Not disclosed | Not disclosed | n/a | $136M | Not disclosed | Not disclosed | $20.9M |
| 2023 to Dec 31, 2023 | 1,427 | Not disclosed | Not disclosed | n/a | $129M | Not disclosed | Not disclosed | $23.4M |
| 2022 to Dec 31, 2022 | 1,578 | Not disclosed | Not disclosed | n/a | $124M | Not disclosed | Not disclosed | $28.9M |
- Wedge Capital Management LLC codes 21 51 $90,259 PY2024
- Chevy Chase codes 28 52 $75,359 PY2024
- Great Lakes Advisors codes 28 51 $69,785 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Atlanta Ironworkers Local #387 Pension Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Manager relationship started2023-12-31source on record
+1 more change 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
+12 connections on the graph
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