Iron Workers District Council of Western New York and Vicinity Pension Plan
Taft-Hartley plan, based in Rochester, New York, reporting $176M in assets, for 2,249 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Invesco Balanced-Risk Alloc. Trust no longer appears on Iron Workers District Council of Western New York and Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 2 more managers 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- Harding Loevner International Equit3 commitments
- Prisa3 commitments
- Nhit Strategic Alpha Trust3 commitments
- Harding Loevner LP3 commitments
- Prudential Insurance Company of Ame3 commitments
- Loomis Sayles Trust Company3 commitments
Relationship network
28 connected entities15 observed commitments11 repeat counterparties13 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 1.5%
- Corporate debt instruments (preferred) 3.4%
- U.S. Government securities 9.3%
- Other investments 0.1%
- Partnership/joint venture interests 15.6%
- Common/collective trusts 38.9%
- Pooled separate accounts 3.8%
- Registered investment companies 1.7%
- Common stock 19.3%
- Real estate (other than employer real property) 4.4%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
- Wilmington Trust Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Harding Loevner LP3 rows, latest Jun 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Jun 30, 2025
- Loomis Sayles Trust Company3 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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- Invesco Trust Companyplan years
- Harding Loevner LPplan years
- Prudential Insurance Company of Ameplan years 2023
+4 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 endedinferenceInvesco Balanced-Risk Alloc. Trust no longer appears on Iron Workers District Council of Western New York and Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
- Jul 1, 2024Funded status changedIron Workers District Council of Western New York and Vicinity Pension Plan funded ratio 89.4% -> 92.4% (2023-07-01 to 2024-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Nhit Strategic Alpha Trustcollective trust | Loomis Sayles Trust Company | Pooled vehicles | $18.1M 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 | 2,249 | Not disclosed | Not disclosed | n/a | $176M | $27.3M | Not disclosed | $7.7M |
| 2023 to Jun 30, 2024 | 2,288 | Not disclosed | Not disclosed | n/a | $172M | $27.3M | Not disclosed | $9.9M |
| 2022 to Jun 30, 2023 | 2,371 | Not disclosed | Not disclosed | n/a | $172M | $32.0M | Not disclosed | $11.7M |
- Manning & Napier Advisors, LLC codes 28 $289,489 PY2024
- Iwdc of Wny & Vicinity Welfare Fund codes 49 $171,908 PY2024
- Segal Company codes 11 16 17 $132,050 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers District Council of Western New York and Vicinity Pension Plan 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
- Funded status changed2024-07-01source 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
+12 connections on the graph
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