Plumbers and Steamfitters Local 60 Pension Fund
Taft-Hartley plan, based in Metairie, Louisiana, reporting $90.5M in assets, for 1,957 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Plumbers and Steamfitters Local 60 Pension Fund funded ratio 94.4% -> 97.3% (2023-07-01 to 2024-07-01).
2 more advisers, 8 more managers and 23 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- Blackrock Global Allocation Collect3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Earnest Partners3 commitments
- ABS Allegiance Real Estate3 commitments
- JP Morgan Chase3 commitments
Relationship network
54 connected entities26 observed commitments18 repeat counterparties15 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
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›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 1.1%
- Non-interest-bearing cash 1.6%
- Corporate debt instruments (other) 0.4%
- U.S. Government securities 5.5%
- Other investments 4.1%
- Partnership/joint venture interests 5.1%
- Common/collective trusts 58.5%
- Pooled separate accounts 1.9%
- Common stock 14.8%
- Real estate (other than employer real property) 6.4%
Consultants and advisers
- Investment Performance Services General consultantthrough Jun 30, 2023 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Jun 30, 2023 Form 5500
- Osborne Carriero & Associates Actuarythrough Jun 30, 2023 Form 5500
+2 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
- Earnest Partners3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Hardman Johnston Global Advisorsplan years 2023
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+12 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jul 1, 2024Funded status changedPlumbers and Steamfitters Local 60 Pension Fund funded ratio 94.4% -> 97.3% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedPlumbers and Steamfitters Local 60 Pension Fund first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $13M at 2024-06-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Jun 30, 2024Holding endedinferencePlumbers and Steamfitters Local 60 Pension Fund no longer reports U.S. Property Separate Account (Principal) (last held $2M at 2023-06-30; absent from the 2024-06-30 filing)with Principalaskebsa.dol.gov
- Jun 30, 2024Holding startedPlumbers and Steamfitters Local 60 Pension Fund first reports an interest in Principal U.S. Property Sa-Z (Principal): $2M at 2024-06-30with Principalaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Blackrock Global Allocation Collectcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Groupcollective trust | Hardman Johnston Global Advisors | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov |
+23 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 | 1,957 | Not disclosed | Not disclosed | n/a | $90.5M | $4.6M | Not disclosed | $5.8M |
| 2023 to Jun 30, 2024 | 1,987 | Not disclosed | Not disclosed | n/a | $84.8M | $4.0M | Not disclosed | $5.3M |
| 2022 to Jun 30, 2023 | 1,993 | Not disclosed | Not disclosed | n/a | $79.7M | $3.4M | Not disclosed | $4.8M |
- Wedge Capital Management LLP codes 51 68 $86,082 PY2024
- Investment Performance Services codes 16 $78,377 PY2024
- Weaver and Tidwell, LLP codes 10 $60,900 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers and Steamfitters Local 60 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.
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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 started2024-06-30source on record
- Holding in a pooled vehicle ended2024-06-30source on record
+1 more change 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
+22 connections on the graph
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