Iron Workers Locals 40, 361 & 417 Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $729M in assets, for 4,793 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, WCM Focused Int'l Growth Fund LP appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
9 more advisers, 4 more commitments and 9 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- Separate Account J2 commitments
- Bnym-M Db Nsl Intl Sif2 commitments
- EB Temporary Investment2 commitments
- BNY Mellon4 commitments
- Ullico Investment Advisors, Inc.2 commitments
- Bank of New York Mellon1 commitment
Relationship network
44 connected entities7 observed commitments5 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.
- 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 0.7%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 14.1%
- Corporate debt instruments (preferred) 3.1%
- U.S. Government securities 11.7%
- Other investments 0.3%
- Partnership/joint venture interests 6.2%
- Common/collective trusts 6.4%
- Pooled separate accounts 0.9%
- Registered investment companies 13.8%
- Common stock 37.3%
- Real estate (other than employer real property) 4.0%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Broad Core Investments Investment adviser (plan)through Dec 31, 2022 Form 5500
- Atalanta Sosnoff Capital Investment adviser (plan)through Dec 31, 2022 Form 5500
+9 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
- BNY Mellon4 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.2 rows, latest Dec 31, 2024
- Bank of New York Mellon1 row, latest Dec 31, 2022
- Manning & Napier Advisors, LLCplan years 2024
- WCM Investment Managementplan years 2024
- WCM Investment Management, LLCplan years 2023
+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
- Dec 31, 2024Manager relationship startedWCM Focused Int'l Growth Fund LP appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWCM Investment Management, LLC no longer appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestern Asset Management Co LLC no longer appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Legg Mason, Inc and Subsidiariesaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceIron Workers Locals 40, 361 & 417 Pension Fund no longer reports EB Temporary Investment Fund (Bank of New York Mellon) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)with Bank of New York Mellonaskebsa.dol.gov
- Dec 31, 2023Holding startedIron Workers Locals 40, 361 & 417 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $6M at 2023-12-31with Ullico Investment Advisors, Inc.askebsa.dol.gov
+9 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 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Nsl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $34.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov |
+4 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 | 4,793 | Not disclosed | Not disclosed | n/a | $729M | $45.3M | Not disclosed | $29.1M |
| 2023 to Dec 31, 2023 | 4,871 | Not disclosed | Not disclosed | n/a | $672M | $46.9M | Not disclosed | $29.1M |
| 2022 to Dec 31, 2022 | 4,944 | Not disclosed | Not disclosed | n/a | $642M | Not disclosed | Not disclosed | $29.1M |
- Lord Abbett & Co LLC codes 28 51 52 68 $688,649 PY2024
- Morgan Stanley Smith Barney LLC codes 27 28 51 $525,120 PY2024
- Eagle Capital Management LLC codes 28 51 52 68 $331,831 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers Locals 40, 361 & 417 Pension Fund sits on 24 traced paths of capital across the graphs.
DFX traced 24 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
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+11 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
+27 connections on the graph
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