Indiana Electrical Workers Pension Plan
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $520M in assets, for 4,349 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Indiana Electrical Workers Pension Plan first reports an interest in Lyrical Asset Management Master Col: $42M at 2025-06-30.
2 more managers, 12 more commitments and 5 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.
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- Segall Bryant & Hamill Intl Sm Cap3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Loomis Sayles Core Fixed Income Fd3 commitments
- Segall Bryant & Hamill LLC3 commitments
- Chevy Chase Trust Company3 commitments
- Loomis Sayles3 commitments
Relationship network
40 connected entities15 observed commitments10 repeat counterparties9 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
- 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 4.4%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 2.2%
- Other investments 0.3%
- Partnership/joint venture interests 7.5%
- Common/collective trusts 28.2%
- Registered investment companies 14.7%
- Common stock 35.7%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Segall Bryant & Hamill LLC3 rows, latest Jun 30, 2025
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
+2 more managers 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.
- Segall Bryant & Hamill LLCplan years 2023
- Chevy Chase Trust Companyplan years
- Allspringplan years
+11 more Schedule C managers
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
- Jun 30, 2025Holding startedIndiana Electrical Workers Pension Plan first reports an interest in Lyrical Asset Management Master Col: $42M at 2025-06-30with Lyrical Asset Management Master Colaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceIndiana Electrical Workers Pension Plan no longer reports Allspring Growth Cit N (last held $18M at 2024-06-30; absent from the 2025-06-30 filing)with Allspring Growth Cit Naskebsa.dol.gov
- Jun 30, 2025Assets changedIndiana Electrical Workers Pension Plan total assets $466M -> $520M (+11.7%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship endedinferenceGarcia Hamilton & Associates no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Garcia Hamilton & Associates, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Invst. Services of America appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Svcs of Ameraskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $53.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Lyrical Asset Management Master Colcollective trust | Lyrical US Value Equity Cit | Pooled vehicles | $42.0M held | Disclosed holding | askebsa.dol.gov |
+12 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 Jun 30, 2025 | 4,349 | Not disclosed | Not disclosed | n/a | $520M | $39.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 3,997 | Not disclosed | Not disclosed | n/a | $466M | $24.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 3,841 | Not disclosed | Not disclosed | n/a | $409M | $24.8M | Not disclosed | Not disclosed |
- Sierra Investment Partners, Inc codes 28 50 $329,984 PY2024
- Deroy & Devereaux codes 51 68 $254,335 PY2024
- Farr Miller & Washington codes 28 51 68 $251,417 PY2024
+70 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
Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Total assets changed2025-06-30source on record
+7 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+19 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.