Iron Workers District Council of So Oh & Vicinity Pension Trust
Taft-Hartley plan, based in Vandalia, Ohio, reporting $1.2B in assets, for 8,310 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Jan 2025, Iron Workers District Council of So Oh & Vicinity Pension Trust total assets $1.0B -> $1.2B (+14.3%, 2024-01-31 to 2025-01-31).
2 more advisers, 3 more managers and 15 more commitments
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- Thornburg Global Equity Fund3 commitments
- Common All Country World Invst Mkt3 commitments
- Multi-Employer Property Trust3 commitments
- Thornburg Investment Management3 commitments
- Northern Trust Investments, Incorporated3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
47 connected entities18 observed commitments13 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 2.5%
- Partnership/joint venture interests 13.5%
- Common/collective trusts 71.2%
- Registered investment companies 10.2%
- Common stock 1.9%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Jan 31, 2023 Form 5500
- Acrisure Actuarythrough Jan 31, 2025 Form 5500
- U.S. Bank Custodianthrough Jan 31, 2024 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
- Thornburg Investment Management3 rows, latest Jan 31, 2025
- Northern Trust Investments, Incorporated3 rows, latest Jan 31, 2025
- NEW Tower Trust Company3 rows, latest Jan 31, 2025
+3 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.
- Northern Trust Investments, Incorporatedplan years
- Thornburg Investment Managementplan years
- Cincinnati Insuranceplan years 2025
+5 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
- Jan 31, 2025Assets changedIron Workers District Council of So Oh & Vicinity Pension Trust total assets $1.0B -> $1.2B (+14.3%, 2024-01-31 to 2025-01-31)
- Dec 31, 2024Manager relationship startedCincinnati Insurance appears on Iron Workers District Council of So Oh & Vicinity Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Cincinnati Insuranceaskebsa.dol.gov
- Feb 1, 2024Funded status changedIron Workers District Council of So Oh & Vicinity Pension Trust funded ratio 83.4% -> 85.9% (2023-02-01 to 2024-02-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | Thornburg Global Equity Fundcollective trust | Thornburg Investment Management | Public equity | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Common All Country World Invst Mktcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $54.5M held | Disclosed holding | askebsa.dol.gov |
+15 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 Jan 31, 2025 | 8,310 | Not disclosed | Not disclosed | n/a | $1.2B | $156M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 8,113 | Not disclosed | Not disclosed | n/a | $1.0B | $139M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 8,111 | Not disclosed | Not disclosed | n/a | $952M | $136M | Not disclosed | Not disclosed |
- Idwc of Sw Oh Benefit Trust codes 14 50 $553,368 PY2024
- Segal Marco Advisors codes 27 50 $316,250 PY2024
- Fidelity Investment Asset Mgmt codes 28 51 $229,496 PY2024
+71 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
Iron Workers District Council of So Oh & Vicinity Pension Trust sits on 6 traced paths of capital across the graphs.
DFX traced 6 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.
Checking your plan…
Record history
- Total assets changed2025-01-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-02-01source on record
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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.