IAM National Pension Fund
Taft-Hartley plan, based in Washington, District of Columbia, reporting $15B in assets, for 309,531 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Powersource Solutions Inc no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
15 more advisers, 5 more managers, 34 more commitments and 23 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- Bnym Mellon Db Sl Stock Index Fund3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Bnym Mellon Db Sl Emerging Markets3 commitments
- State Street Global Advisors Trust Company11 commitments
- BNY Mellon10 commitments
- Northern Trust Investments, Inc.5 commitments
Relationship network
324 connected entities37 observed commitments19 repeat counterparties33 dated commitments shown here, 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 1.4%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 11.9%
- U.S. Government securities 4.2%
- Other investments 1.7%
- Partnership/joint venture interests 31.7%
- Common/collective trusts 32.9%
- Pooled separate accounts 1.7%
- Common stock 11.1%
- Preferred stock 0.0%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Ocio Monitor Pension consultantthrough Dec 31, 2023 Form 5500
- Powersource Solutions Inc General consultantthrough Dec 31, 2023 Form 5500
+15 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
- State Street Global Advisors Trust Company11 rows, latest Dec 31, 2024
- BNY Mellon10 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.5 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Gallagher Fiduciary Advisorsplan years 2024
- Lion Industrialplan years 2024
- American Century Investment Mgmntplan years 2023
+24 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedIAM National Pension Fund first reports an interest in State Street Long U.S. Credit Corpo (State Street Global Advisors Trust): $579M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIAM National Pension Fund no longer reports Emerging Markets Equity Trust (T. Rowe Price Trust Company) (last held $215M at 2023-12-31; absent from the 2024-12-31 filing)with T. Rowe Price Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedIAM National Pension Fund first reports an interest in Capital Group Emerging Markets Equi (Capital Guardian Trust Company): $180M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIAM National Pension Fund no longer reports Bnym Mellon Db Sl Tips Index Fund (BNY Mellon) (last held $46M at 2023-12-31; absent from the 2024-12-31 filing)with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePowersource Solutions Inc no longer appears on IAM National Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Powersource Solutions Incaskebsa.dol.gov
+23 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 Dec 31, 2024 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $2.4B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $259M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Emerging Marketscollective trust | BNY Mellon | Public equity | $22.8M held | Disclosed holding | askebsa.dol.gov |
+34 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 | 309,531 | Not disclosed | Not disclosed | n/a | $15B | $4.8B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 297,410 | Not disclosed | Not disclosed | n/a | $14B | $4.8B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 298,081 | Not disclosed | Not disclosed | n/a | $14B | $5.6B | Not disclosed | Not disclosed |
- Blackstone Alternative Asset Mgmt codes 28 51 $5.7M PY2024
- Vitech Systems Sub LLC codes 50 70 $5.2M PY2024
- Acadian Asset Management LLC codes 28 51 $4.4M PY2024
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
IAM National Pension Fund sits on 55 traced paths of capital across the graphs.
DFX traced 55 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+25 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
+46 connections on the graph
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