Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund
Taft-Hartley plan, based in South Charleston, West Virginia, reporting $453M in assets, for 5,335 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund funded ratio 85.1% -> 89.1% (2023-01-01 to 2024-01-01).
7 more advisers
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- Victory Trivalent International Sma2 commitments
- Victory Capital Management Inc.2 commitments
Relationship network
21 connected entities2 observed commitments2 repeat counterpartiescommitments 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.
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- 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 1.4%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 2.7%
- U.S. Government securities 6.1%
- Other investments 26.2%
- Registered investment companies 41.8%
- Common stock 19.7%
Consultants and advisers
- Victory Capital Trusteethrough Dec 31, 2024 Form 5500
- IMF Investors Trusteethrough Dec 31, 2024 Form 5500
- United National Bank TrusteeCustodianthrough Dec 31, 2022 Form 5500
+7 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
- Victory Capital Management Inc.2 rows, latest Dec 31, 2024
- Victory Capital Management Inc.plan years
- Mariner (andco)plan years 2022
What changed
- Jan 1, 2024Funded status changedEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund funded ratio 85.1% -> 89.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund plan assets $441M -> $386M (-12.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Victory Trivalent International Smacollective trust | Victory Capital Management Inc. | Pooled vehicles | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Victory Trivalent International Smacollective trust | Victory Capital Management Inc. | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov |
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 | 5,335 | Not disclosed | Not disclosed | n/a | $453M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,199 | Not disclosed | Not disclosed | n/a | $420M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,166 | Not disclosed | Not disclosed | n/a | $386M | Not disclosed | Not disclosed | Not disclosed |
- Intercontinental codes 21 $266,800 PY2024
- IMF Investors codes 21 $232,224 PY2024
- American Benefit Corporation codes 12 $231,939 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 changed2024-01-01source 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
+14 connections on the graph
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