Ohio Bricklayers Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $111M in assets, for 593 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Apr 2025, Ohio Bricklayers Pension Plan no longer reports NIS High Yield Fund, LLC (last held $434,261 at 2024-04-30; absent from the 2025-04-30 filing).
2 more advisers, 1 more manager, 12 more commitments and 3 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- U.S. Core Partners Collective Inves3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Washington Capital Joint Master Tru3 commitments
- National Investment Services4 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
33 connected entities15 observed commitments11 repeat counterparties14 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 4.0%
- Non-interest-bearing cash 1.3%
- Other investments 3.5%
- Partnership/joint venture interests 11.6%
- Common/collective trusts 9.1%
- Registered investment companies 69.7%
Consultants and advisers
- Merill Lynch, Pierce, Fenner Investment adviser (plan)through Apr 30, 2025 Form 5500
- Strategic Capital Investment Advisors Inc Investment adviser (plan)through Apr 30, 2024 Form 5500
- Strategic Capital Investmetn Advis. Investment adviser (plan)through Apr 30, 2023 Form 5500
+2 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
- National Investment Services4 rows, latest Apr 30, 2024
- Great Gray Trust Company3 rows, latest Apr 30, 2025
- Washington Capital Management, Inc.3 rows, latest Apr 30, 2025
+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.
- National Investment Servicesplan years 2025
- Washington Capital Management, Inc.plan years 2025
- National Investment Servicesplan years 2023
+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
- Apr 30, 2025Holding endedinferenceOhio Bricklayers Pension Plan no longer reports NIS High Yield Fund, LLC (last held $434,261 at 2024-04-30; absent from the 2025-04-30 filing)with NIS High Yield Fund, LLCaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceOhio Bricklayers Pension Plan no longer reports NIS Total Absolute Return Fund, LLC (Titanium) (last held $1M at 2024-04-30; absent from the 2025-04-30 filing)with Titaniumaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceOhio Bricklayers Pension Plan no longer reports NIS Core Fixed Income Fund, LLC (National Investment Services) (last held $10M at 2024-04-30; absent from the 2025-04-30 filing)with National Investment Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMerill Lynch, Pierce, Fenner appears on Ohio Bricklayers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merill Lynch, Pierce, Fenneraskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWashington Capital Management appears on Ohio Bricklayers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Washington Capital Management, Inc.askebsa.dol.gov
+3 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 Apr 30, 2025 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Washington Capital Joint Master Trucollective trust | Washington Capital Management, Inc. | Pooled vehicles | $5.2M 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.
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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 Apr 30, 2025 | 593 | Not disclosed | Not disclosed | n/a | $111M | $12.9M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 618 | Not disclosed | Not disclosed | n/a | $107M | $5.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 2,045 | Not disclosed | Not disclosed | n/a | $103M | $6.0M | Not disclosed | Not disclosed |
- Benesys, Inc. codes 10 13 14 15 49 50 $165,986 PY2024
- Strategic Capital Investment Advis. codes 27 50 $47,454 PY2024
- National Investment Services codes 28 50 $45,823 PY2024
+50 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
Ohio Bricklayers Pension Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 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 ended2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
+5 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
+11 connections on the graph
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