Steelworkers Pension Trust
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $7.2B in assets, for 125,140 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Fred Alger Management appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023).
6 more advisers, 3 more managers, 20 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- NT Collective Short Term Inv3 commitments
- NT Collective Russell 1000 Growth I3 commitments
- LSV International Equity Trust3 commitments
- Northern Trust Investments, Inc.9 commitments
- Northern Trust Investments3 commitments
- LSV Asset Management3 commitments
Relationship network
81 connected entities23 observed commitments13 repeat counterparties15 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 0.2%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 10.1%
- Corporate debt instruments (preferred) 0.0%
- U.S. Government securities 8.5%
- Other investments 3.4%
- Partnership/joint venture interests 8.6%
- Common/collective trusts 30.5%
- Registered investment companies 0.4%
- Common stock 32.9%
- Preferred stock 0.0%
- Real estate (other than employer real property) 4.3%
Consultants and advisers
- Hbkit LLC Vertilocity General consultantthrough Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Pension consultantthrough Dec 31, 2022 Form 5500
+6 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
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Northern Trust Investments3 rows, latest Dec 31, 2024
- LSV Asset Management3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years
- ASF Ixplan years 2024
- Peregrine Capital Managementplan years 2023
+23 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedFred Alger Management appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Fred Alger Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedSierra Investment Partners appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Sierra Investment Partners Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedASF Ix appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with ASF Ixaskebsa.dol.gov
- Jan 1, 2024Assets changedSteelworkers Pension Trust plan assets $5.8B -> $6.5B (+11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedSteelworkers Pension Trust first reports an interest in ASB Allegiance Real Estate Fund (ABS Allegiance Real Estate): $10,731 at 2023-12-31with ABS Allegiance Real Estateaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Invcollective trust | Northern Trust Investments | Cash | $147M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $179M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | LSV International Equity Trustcollective trust | LSV Asset Management | Public equity | $228M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 125,140 | Not disclosed | Not disclosed | n/a | $7.2B | $623M | Not disclosed | $309M |
| 2023 to Dec 31, 2023 | 124,532 | Not disclosed | Not disclosed | n/a | $6.6B | $360M | Not disclosed | $356M |
| 2022 to Dec 31, 2022 | 114,774 | Not disclosed | Not disclosed | n/a | $5.9B | $228M | Not disclosed | $330M |
- Zenith American Solutions codes 14 15 50 $3.0M PY2024
- Jpmorganchase Bank, Na Real Estate codes 24 27 28 50 51 $2.3M PY2024
- Peregrine Capital Management codes 51 68 99 $1.9M PY2024
+162 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Steelworkers Pension Trust sits on 25 traced paths of capital across the graphs.
DFX traced 25 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 started2024-12-31source on record
- Manager relationship 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
+36 connections on the graph
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