Iron Workers L. No.12 Pension Fund
Taft-Hartley plan, based in Wallingford, Connecticut, reporting $33.7M in assets, for 659 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2024, Iron Workers L. No.12 Pension Fund first reports an interest in William Blair Emerging Markets Grow (William Blair Investment Management): $1M at 2024-06-30.
1 more adviser, 3 more managers and 14 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- Prisa3 commitments
- Loomis Sayles Strategic Alpha Trust3 commitments
- Wtc-Cif II International Opportunit3 commitments
- Prudential Insurance Company of Ame3 commitments
- Loomis Sayles3 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
32 connected entities17 observed commitments13 repeat counterparties13 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 1.0%
- Non-interest-bearing cash 4.6%
- Common/collective trusts 40.9%
- Pooled separate accounts 12.7%
- Registered investment companies 29.5%
- Common stock 9.7%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Foster & Foster Actuarythrough Jun 30, 2025 Form 5500
- Wells Fargo Bank, Na 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
- Prudential Insurance Company of Ame3 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
+3 more managers 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.
- Pimcoplan years
- Aberdeen Emerging Marketsplan years 2024
- Wellington Trust Company, Naplan 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, 2024Holding startedIron Workers L. No.12 Pension Fund first reports an interest in William Blair Emerging Markets Grow (William Blair Investment Management): $1M at 2024-06-30with William Blair Investment Managementaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Loomis Sayles Strategic Alpha Trustcollective trust | Loomis Sayles | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Cif II International Opportunitcollective trust | Wellington Trust Company, Na | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov |
+14 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 | 659 | Not disclosed | Not disclosed | n/a | $33.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 656 | Not disclosed | Not disclosed | n/a | $30.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 659 | Not disclosed | Not disclosed | n/a | $30.8M | Not disclosed | Not disclosed | Not disclosed |
- Zenith American Solutions codes 10 $85,000 PY2024
- United Actuarial Services, Inc codes 11 $69,811 PY2024
- Blitman & King LLP codes 29 $51,381 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
Iron Workers L. No.12 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2024-06-30source 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
+12 connections on the graph
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