Plumbers Lu 690 Metal Trades Pension Plan
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $20.2M in assets, for 286 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Plumbers Lu 690 Metal Trades Pension Plan first reports an interest in Loomis Sayles Small Midcap Core Tru (Loomis Sayles): $2M at 2024-12-31.
4 more advisers, 1 more manager and 10 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- ASB Allegiance Real Estate Fund3 commitments
- Russell 1000 Growth Index Sl Fund3 commitments
- Russell 1000 Value Index Sl Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- ABS Allegiance Real Estate3 commitments
- Hardman Johnston Global Advisors3 commitments
Relationship network
26 connected entities13 observed commitments7 repeat counterparties12 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 1.2%
- Corporate debt instruments (other) 15.4%
- Corporate debt instruments (preferred) 3.7%
- U.S. Government securities 4.0%
- Other investments 0.2%
- Partnership/joint venture interests 22.6%
- Common/collective trusts 51.4%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2023 Form 5500
- Boyd Watterson State Government Fun Custodianthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers 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
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
+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.
- Chartwell Investment Partnersplan years 2022
What changed
- Dec 31, 2024Holding startedPlumbers Lu 690 Metal Trades Pension Plan first reports an interest in Loomis Sayles Small Midcap Core Tru (Loomis Sayles): $2M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Jan 1, 2023Funded status changedPlumbers Lu 690 Metal Trades Pension Plan funded ratio 100.9% -> 103.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPlumbers Lu 690 Metal Trades Pension Plan plan assets $20M -> $18M (-10.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $601,053 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Value Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov |
+10 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 Dec 31, 2024 | 286 | Not disclosed | Not disclosed | n/a | $20.2M | $4.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 282 | Not disclosed | Not disclosed | n/a | $18.9M | $4.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 281 | Not disclosed | Not disclosed | n/a | $17.7M | $4.6M | Not disclosed | Not disclosed |
- The Mckeogh Company codes 11 $43,954 PY2024
- Boyd Watterson State Government Fun codes 19 31 51 $30,679 PY2024
- Chartwell Investment Partners codes 28 31 51 68 $30,468 PY2024
+51 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
Plumbers Lu 690 Metal Trades Pension Plan 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.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.