Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund
Taft-Hartley plan, based in Columbia, Maryland, reporting $73.6M in assets, for 539 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Brown Advisory LLC no longer appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers, 2 more managers and 14 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Earnest Partners6 commitments
- NEW Tower Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
34 connected entities17 observed commitments11 repeat counterparties12 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 0.8%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 3.3%
- Other investments 0.3%
- Partnership/joint venture interests 25.3%
- Common/collective trusts 48.5%
- Common stock 16.7%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Jun 30, 2024 Form 5500
- Cheiron Actuarythrough Jun 30, 2025 Form 5500
- US Bank Custodianthrough Jun 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
- Earnest Partners6 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Earnest Partnersplan years
- Brown Advisory LLCplan years 2024
- Newtower Trust Companyplan years 2024
+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
- Dec 31, 2024Manager relationship endedinferenceBrown Advisory LLC no longer appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Brown Advisory LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceFirst Eagle Investment Mgt, LLC no longer appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with First Eagle Investment Managementaskebsa.dol.gov
- Jun 30, 2024Holding startedStone and Marble Masons of Metropolitan Washington D.C. Pension Fund first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $10M at 2024-06-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedLoomis, Sayles & Company, LP appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceInvestment Performances Services appears on Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Investment Performance Servicesaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov |
+14 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 Jun 30, 2025 | 539 | Not disclosed | Not disclosed | n/a | $73.6M | $18.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 540 | Not disclosed | Not disclosed | n/a | $69.2M | $17.2M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 543 | Not disclosed | Not disclosed | n/a | $66.4M | $17.3M | Not disclosed | Not disclosed |
- Carday Associates, Inc. codes 13 50 $79,830 PY2024
- Segall Bryant & Hamill, LLC codes 28 51 68 $69,090 PY2024
- Cheiron Inc. codes 11 50 $44,489 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Holding in a pooled vehicle started2024-06-30source on record
+2 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
+14 connections on the graph
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