Ilwu-Pma Watchmen Pension Plan
Taft-Hartley plan, based in SAN Francisco, California, reporting $107M in assets, for 448 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Ilwu-Pma Watchmen Pension Plan first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $9M at 2025-06-30.
1 more manager, 6 more commitments and 2 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- Blackrock Msci Acwi Ex-Us Imi Nl Fd3 commitments
- Russell 3000 Index Non-Lendable Fun3 commitments
- Western Asset US Core Bond, LLC2 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Blackrock3 commitments
- Western Asset Mgmt Company, LLC2 commitments
Relationship network
31 connected entities9 observed commitments7 repeat counterparties8 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 0.0%
- Other investments 0.0%
- Common/collective trusts 69.2%
- Registered investment companies 17.3%
- Real estate (other than employer real property) 13.5%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Jun 30, 2025
- Blackrock3 rows, latest Jun 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Jun 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Western Asset Mgmt Company, LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedIlwu-Pma Watchmen Pension Plan first reports an interest in Prudential Core Plus Bond Fund (Prudential Trust Co.): $9M at 2025-06-30with Prudential Trust Co.askebsa.dol.gov
- Jun 30, 2025Holding endedinferenceIlwu-Pma Watchmen Pension Plan no longer reports Western Asset US Core Bond, LLC (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)with Western Asset US Core Bond, LLCaskebsa.dol.gov
- Jun 30, 2025Assets changedIlwu-Pma Watchmen Pension Plan total assets $95M -> $107M (+12.6%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedIlwu-Pma Watchmen Pension Plan funded ratio 83.7% -> 87.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedIlwu-Pma Watchmen Pension Plan plan assets $84M -> $94M (+12.5%, 2023-07-01 to 2024-07-01)
+2 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 Jun 30, 2025 | Blackrock Msci Acwi Ex-Us Imi Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $46.3M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 448 | Not disclosed | Not disclosed | n/a | $107M | Not disclosed | Not disclosed | $14.4M |
| 2023 to Jun 30, 2024 | 435 | Not disclosed | Not disclosed | n/a | $94.7M | Not disclosed | Not disclosed | $14.5M |
| 2022 to Jun 30, 2023 | 435 | Not disclosed | Not disclosed | n/a | $84.1M | Not disclosed | Not disclosed | $16.4M |
- Bush Gottlieb, a Law Corporation codes 29 $130,902 PY2024
- Seyfarth Shaw LLP codes 29 $76,130 PY2024
- Alan D. Biller & Associates codes 27 $65,320 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ilwu-Pma Watchmen Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Total assets changed2025-06-30source on record
+4 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
+10 connections on the graph
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