Plumbers & Steamfitters Local No. 452 Pension Trust Fund
Taft-Hartley plan, based in Lexington, Kentucky, reporting $86.4M in assets, for 810 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Plumbers & Steamfitters Local No. 452 Pension Trust Fund total assets $77M -> $86M (+12.3%, 2024-06-30 to 2025-06-30).
3 more advisers, 1 more manager and 12 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- NIS High Yield Fund, LLC3 commitments
- Washington Capital Joint Master Tru3 commitments
- NIS Core Fixed Income Fund, LLC3 commitments
- National Investment Services6 commitments
- Washington Capital Management, Inc.3 commitments
- Titanium3 commitments
Relationship network
29 connected entities15 observed commitments9 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 0.2%
- Non-interest-bearing cash 1.2%
- Common/collective trusts 15.6%
- Registered investment companies 81.9%
Consultants and advisers
- National Investment Services Investment adviser (plan)through Jun 30, 2024 Form 5500
- Umr Pension consultantthrough Jun 30, 2023 Form 5500
- Strategic Capital Partners LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
+3 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
- National Investment Services6 rows, latest Jun 30, 2025
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- Titanium3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Servicesplan years 2023
- Clarion Lionplan years 2024
- Ares Investment Managementplan years 2024
+4 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
- Jun 30, 2025Assets changedPlumbers & Steamfitters Local No. 452 Pension Trust Fund total assets $77M -> $86M (+12.3%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedPlumbers & Steamfitters Local No. 452 Pension Trust Fund plan assets $68M -> $77M (+13.7%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedPlumbers & Steamfitters Local No. 452 Pension Trust Fund total assets $68M -> $77M (+13.7%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship startedAres Investment Management appears on Plumbers & Steamfitters Local No. 452 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ares Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceComamerica no longer appears on Plumbers & Steamfitters Local No. 452 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Comamericaaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $401,912 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Washington Capital Joint Master Trucollective trust | Washington Capital Management, Inc. | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $9.5M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 810 | Not disclosed | Not disclosed | n/a | $86.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 731 | Not disclosed | Not disclosed | n/a | $77.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 716 | Not disclosed | Not disclosed | n/a | $67.7M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Partners LLC codes 27 $58,662 PY2024
- Umr codes 13 $38,799 PY2024
- National Investment Services codes 28 $35,940 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Steamfitters Local No. 452 Pension Trust Fund sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Total assets changed2025-06-30source on record
- Total assets changed2024-07-01source on record
- Total assets changed2024-06-30source 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
+15 connections on the graph
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