Ibew 332 Pension Plan - Part a
Taft-Hartley plan, based in SAN Jose, California, reporting $817M in assets, for 4,828 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ibew 332 Pension Plan - Part a first reports an interest in Bhms Large Cap Value Fund: $38M at 2024-12-31.
2 more advisers, 5 more managers, 9 more commitments and 15 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- Panagora Group Trust Risk Parity2 commitments
- ALL. Bern. Sustainable US Thematic2 commitments
- AB US Small & Mid Cap Core Cit (w S2 commitments
- Panagora Investment Manager2 commitments
- Alliance Bernstein, L.P.2 commitments
- Alliancebernstein L.P.2 commitments
Relationship network
43 connected entities12 observed commitments9 repeat counterparties9 dated commitments shown here, 2022 to 2023
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 3.0%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 1.5%
- U.S. Government securities 2.9%
- Other investments 29.6%
- Partnership/joint venture interests 30.8%
- Common/collective trusts 13.7%
- Common stock 17.7%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Dec 31, 2024 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Joseph Herrle Pension consultantthrough Dec 31, 2022 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
- Panagora Investment Manager2 rows, latest Dec 31, 2023
- Alliance Bernstein, L.P.2 rows, latest Dec 31, 2023
- Alliancebernstein L.P.2 rows, latest Dec 31, 2023
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Bhms Investments, LPplan years
- National Investment Svcs of Amerplan years 2024
- Timessquare Capital Management, LLCplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedIbew 332 Pension Plan - Part a first reports an interest in Bhms Large Cap Value Fund: $38M at 2024-12-31with Bhms Large Cap Value Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIbew 332 Pension Plan - Part a no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $62M at 2023-12-31; absent from the 2024-12-31 filing)with Panagora Investment Manageraskebsa.dol.gov
- Dec 31, 2024Holding startedIbew 332 Pension Plan - Part a first reports an interest in William Blair International Leaders (William Blair Investment Management): $37M at 2024-12-31with William Blair Investment Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIbew 332 Pension Plan - Part a no longer reports ALL. Bern. Sustainable US Thematic (last held $40M at 2023-12-31; absent from the 2024-12-31 filing)with Alliancebernstein Global Plus Fixedaskebsa.dol.gov
- Dec 31, 2024Holding startedIbew 332 Pension Plan - Part a first reports an interest in NIS Intermediate Fixed Income Qp: $37M at 2024-12-31with NIS Intermediate Fixed Income Qpaskebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bhms Large Cap Value Fundcollective trust | Bhms Investments, LP | Public equity | $37.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | William Blair International Leaderscollective trust | William Blair Investment Management | Pooled vehicles | $36.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS Intermediate Fixed Income Qpcollective trust | National Investment Svcs of Amer | Fixed income | $37.4M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 4,828 | Not disclosed | Not disclosed | n/a | $817M | $252M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,626 | Not disclosed | Not disclosed | n/a | $764M | $305M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,786 | Not disclosed | Not disclosed | n/a | $721M | $310M | Not disclosed | Not disclosed |
- National Real Estate Advisors, LLC codes 28 51 $368,021 PY2024
- Rreef America L.L.C. codes 28 51 $192,533 PY2024
- Panagora codes 28 51 $190,678 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew 332 Pension Plan - Part a sits on 23 traced paths of capital across the graphs.
DFX traced 23 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
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+17 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
+22 connections on the graph
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