Teamsters' Construction Industry & Misc Pension Fund
Taft-Hartley plan, based in Mcmurray, Pennsylvania, reporting $229M in assets, for 2,032 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Intercontinental Real Estate Corp. appears on Teamsters' Construction Industry & Misc Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 9 more commitments and 2 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- Russell 1000 Growth Index Sl Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Russell 1000 Value Index Sl Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- ABS Allegiance Real Estate3 commitments
- Victory Capital Management Inc.3 commitments
Relationship network
33 connected entities12 observed commitments7 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
- 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 0.5%
- Corporate debt instruments (other) 12.6%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 4.5%
- Common/collective trusts 32.7%
- Registered investment companies 21.4%
- Common stock 21.0%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
- Cowden Associates Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Victory Capital Management Inc.3 rows, latest Dec 31, 2024
- Victory Capital Management Inc.plan years
- CIM Investment Capitalplan years 2024
- ASB Capital Management LLCplan years 2024
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedIntercontinental Real Estate Corp. appears on Teamsters' Construction Industry & Misc Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Intercontinental Real Estate Corp.askebsa.dol.gov
- Dec 31, 2024Assets changedTeamsters' Construction Industry & Misc Pension Fund total assets $207M -> $229M (+10.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedTeamsters' Construction Industry & Misc Pension Fund plan assets $183M -> $206M (+12.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceIntercontinental Real Estate Corp. no longer appears on Teamsters' Construction Industry & Misc Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Intercontinental Real Estate Corp.askebsa.dol.gov
- Dec 31, 2023Assets changedTeamsters' Construction Industry & Misc Pension Fund total assets $183M -> $207M (+12.7%, 2022-12-31 to 2023-12-31)
+2 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 Dec 31, 2024 | Russell 1000 Growth Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $35.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Value Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $24.0M 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 Dec 31, 2024 | 2,032 | Not disclosed | Not disclosed | n/a | $229M | $10.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,157 | Not disclosed | Not disclosed | n/a | $207M | $9.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,143 | Not disclosed | Not disclosed | n/a | $183M | $9.4M | Not disclosed | Not disclosed |
- Benefit Fund Service Company codes 13 50 $216,243 PY2024
- Metropolitan West Capital Mgmt. codes 28 50 51 $169,338 PY2024
- Fiera Capital, Inc. codes 28 50 51 $159,423 PY2024
+62 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Teamsters' Construction Industry & Misc Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Total assets changed2024-12-31source on record
- Total assets changed2024-01-01source on record
+4 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
+17 connections on the graph
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