Bricklayers Union Local No. 6 of Indiana Pension F
Taft-Hartley plan, based in Merrillville, Indiana, reporting $100.0M in assets, for 685 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Bricklayers Union Local No. 6 of Indiana Pension F funded ratio 96.9% -> 100.3% (2023-07-01 to 2024-07-01).
1 more adviser, 1 more manager, 9 more commitments and 1 more dated event
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- Parametric Defensive Equity Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Parametric Portfolio Associates3 commitments
- NEW Tower Trust Company3 commitments
- Great Gray Trust Company3 commitments
Relationship network
29 connected entities12 observed commitments9 repeat counterparties10 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 1.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 11.7%
- Other investments 0.2%
- Partnership/joint venture interests 7.6%
- 103-12 investment entities 4.6%
- Common/collective trusts 47.0%
- Registered investment companies 25.6%
- Preferred stock 0.6%
Consultants and advisers
- Bridgeway Benefit Technologies General consultantthrough Jun 30, 2023 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Parametric Portfolio Associates3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Great Gray Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Parametric Portfolio Associatesplan years
- BNY Mellonplan years 2024
- Zazove Associates LLCplan years 2023
What changed
- Jul 1, 2024Funded status changedBricklayers Union Local No. 6 of Indiana Pension F funded ratio 96.9% -> 100.3% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding endedinferenceBricklayers Union Local No. 6 of Indiana Pension F no longer reports Trowel Trades Large Cap Equity Inde (last held $24M at 2023-06-30; absent from the 2024-06-30 filing)with Trowel Trades Large Cap Equity Indeaskebsa.dol.gov
- Jun 30, 2024Holding startedBricklayers Union Local No. 6 of Indiana Pension F first reports an interest in Bnym Mellon Afl-Cio Sl Broad Market (BNY Mellon): $34M at 2024-06-30with BNY Mellonaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceUnited Actuarial Services Inc. no longer appears on Bricklayers Union Local No. 6 of Indiana Pension F's Schedule C as general consultant (plan year 2023 vs 2022)with United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBridgeway Benefit Technologies LLC no longer appears on Bricklayers Union Local No. 6 of Indiana Pension F's Schedule C as general consultant (plan year 2023 vs 2022)with Bridgeway Benefit Technologiesaskebsa.dol.gov
+1 more dated event
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 Jun 30, 2025 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $37.4M 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 Jun 30, 2025 | 685 | Not disclosed | Not disclosed | n/a | $100.0M | $7.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 686 | Not disclosed | Not disclosed | n/a | $91.5M | $5.5M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 709 | Not disclosed | Not disclosed | n/a | $85.9M | $4.9M | Not disclosed | Not disclosed |
- Zazove Associates LLC codes 28 51 68 $121,156 PY2024
- Robert Puza codes 14 30 50 $77,535 PY2024
- AMY Gorby codes 30 50 $62,516 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bricklayers Union Local No. 6 of Indiana Pension F 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-07-01source on record
- Holding in a pooled vehicle ended2024-06-30source on record
- Holding in a pooled vehicle started2024-06-30source on record
+3 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
+8 connections on the graph
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