Iron Workers Local #397 Pension Fund
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $97.1M in assets, for 1,299 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Iron Workers Local #397 Pension Fund no longer reports American Core Realty Fund (American Realty Advisors) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing).
1 more manager and 11 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- Rhumbline Mid-Cap Index Fund Pooled3 commitments
- Rhumbline S&p Index Pooled Trust3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Rhumbline Advisors5 commitments
- Rhumbline Advisers Corp3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
32 connected entities14 observed commitments9 repeat counterparties11 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 0.8%
- Other investments 23.1%
- Common/collective trusts 16.1%
- Registered investment companies 49.6%
- Common stock 10.4%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- Salem Trust Company Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Rhumbline Advisors5 rows, latest Dec 31, 2024
- Rhumbline Advisers Corp3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Rhumbline Advisorsplan years 2022
- Cooke & Bieler, L.P.plan years 2022
- ABS Allegiance Real Estateplan years 2022
+1 more Schedule C manager
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
- Dec 31, 2024Holding endedinferenceIron Workers Local #397 Pension Fund no longer reports American Core Realty Fund (American Realty Advisors) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIron Workers Local #397 Pension Fund no longer reports S & P 600 Pooled Index Fund (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with S&p 600 Small Cap Pooled Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedIron Workers Local #397 Pension Fund first reports an interest in American Core Realty (American Realty Advisors): $4M at 2024-12-31with American Realty Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedIron Workers Local #397 Pension Fund funded ratio 107.5% -> 109.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedIron Workers Local #397 Pension Fund plan assets $98M -> $83M (-15.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Rhumbline Mid-Cap Index Fund Pooledcollective trust | Rhumbline Advisors | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Rhumbline S&p Index Pooled Trustcollective trust | Rhumbline Advisers Corp | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 1,299 | Not disclosed | Not disclosed | n/a | $97.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,198 | Not disclosed | Not disclosed | n/a | $90.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,241 | Not disclosed | Not disclosed | n/a | $82.7M | Not disclosed | Not disclosed | Not disclosed |
- JP Morgan Chase codes 28 52 $121,414 PY2024
- Horizon Actuarial codes 11 50 $63,319 PY2024
- Cooke & Bieler codes 28 51 $60,759 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+2 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
+9 connections on the graph
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