Local 295 I.B.T. Employer Group Pension Trust Fund
Taft-Hartley plan, based in NEW York, New York, reporting $640M in assets, for 5,541 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Local 295 I.B.T. Employer Group Pension Trust Fund no longer reports Western Asset US Core Bond, LLC (last held $57M at 2024-06-30; absent from the 2025-06-30 filing).
1 more adviser, 1 more manager and 8 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Wacap Sp Infrastructure Fund IV Fee3 commitments
- Jennison Growth Equity Fund3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Washington Capital Management, Inc.3 commitments
- Prudential Trust Co.3 commitments
- Principal3 commitments
Relationship network
31 connected entities11 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 0.4%
- Non-interest-bearing cash 1.9%
- Corporate debt instruments (preferred) 0.8%
- U.S. Government securities 12.2%
- Other investments 11.3%
- 103-12 investment entities 1.3%
- Common/collective trusts 7.4%
- Pooled separate accounts 2.6%
- Registered investment companies 48.0%
- Common stock 13.7%
Consultants and advisers
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
- US Bank Custodianthrough 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
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- Prudential Trust Co.3 rows, latest Jun 30, 2025
- Principal3 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.
- Washington Capital Management, Inc.plan years 2025
- Western Assetplan years
- Western Asset Mgmt Company, LLCplan years 2023
+4 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
- Jun 30, 2025Holding endedinferenceLocal 295 I.B.T. Employer Group Pension Trust Fund no longer reports Western Asset US Core Bond, LLC (last held $57M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset US Core Bond, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBernzott Capital Advisors no longer appears on Local 295 I.B.T. Employer Group Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Wacap Sp Infrastructure Fund IV Fee103 12 ie | Washington Capital Management, Inc. | Infrastructure | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jennison Growth Equity Fundcollective trust | Prudential Trust Co. | Venture | $47.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $16.4M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 5,541 | Not disclosed | Not disclosed | n/a | $640M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 5,573 | Not disclosed | Not disclosed | n/a | $615M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 5,551 | Not disclosed | Not disclosed | n/a | $568M | Not disclosed | Not disclosed | Not disclosed |
- Savasta and Company, Inc. codes 11 13 50 $533,781 PY2024
- Columbia Management Investment Adv. codes 28 51 68 $331,172 PY2024
- Jennison Associates codes 28 51 52 68 $246,771 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Local 295 I.B.T. Employer Group Pension Trust 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.
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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Manager relationship ended2024-12-31source on record
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.