Ironworkers Local Union No. 167 Pension Plan
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $73.5M in assets, for 878 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ironworkers Local Union No. 167 Pension Plan no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing).
8 more advisers, 1 more manager, 17 more commitments and 8 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- Longview Largecap 1000 Value Index3 commitments
- Longview Largecap 1000 Growth Index3 commitments
- Longview Largecap 500 Index Fund3 commitments
- Amalgamated Bank6 commitments
- Invesco Trust Company6 commitments
- Amalgamated Bank of New York5 commitments
Relationship network
36 connected entities20 observed commitments12 repeat counterparties18 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 3.6%
- Non-interest-bearing cash 0.5%
- Insurance company general account 2.9%
- Other investments 0.0%
- Partnership/joint venture interests 10.4%
- Common/collective trusts 71.8%
- Registered investment companies 6.8%
- Common stock 3.1%
Consultants and advisers
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Southern Benefit Administrators General consultantthrough Dec 31, 2022 Form 5500
- Ullico Custodianthrough Dec 31, 2024 Form 5500
+8 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
- Amalgamated Bank6 rows, latest Dec 31, 2024
- Invesco Trust Company6 rows, latest Dec 31, 2024
- Amalgamated Bank of New York5 rows, latest Dec 31, 2024
+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.
- Amalgamated Bankplan years
- Invesco Trust Companyplan years
- Fenimore Asset Managementplan years 2024
What changed
- Dec 31, 2024Holding endedinferenceIronworkers Local Union No. 167 Pension Plan no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIronworkers Local Union No. 167 Pension Plan no longer reports Invesco Active Multi-Sector Credit (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Invesco Active Multi-Sector Creditaskebsa.dol.gov
- Dec 31, 2024Holding startedIronworkers Local Union No. 167 Pension Plan first reports an interest in Invesco Core Plus Fixed Income Trus: $10M at 2024-12-31with Invesco Core Plus Fixed Income Trusaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedFenimore Asset Management appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Fenimore Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedUllico appears on Ironworkers Local Union No. 167 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullicoaskebsa.dol.gov
+8 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 Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Core Plus Fixed Income Truscollective trust | Invesco Trust Company | Fixed income | $10.3M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 878 | Not disclosed | Not disclosed | n/a | $73.5M | $7.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 582 | Not disclosed | Not disclosed | n/a | $61.5M | $6.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 557 | Not disclosed | Not disclosed | n/a | $54.4M | $6.3M | Not disclosed | Not disclosed |
- Southern Benefit Administrators codes 14 16 $68,656 PY2024
- Amalgamated Bank codes 19 28 $40,500 PY2024
- Reynolds Consulting Services, LLC codes 27 $30,495 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ironworkers Local Union No. 167 Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 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
+10 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
+15 connections on the graph
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