Asbestos Workers Philadelphia Pension Fund
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $238M in assets, for 1,463 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Asbestos Workers Philadelphia Pension Fund first reports an interest in Schroder Collective Investment Trus: $19M at 2025-06-30.
3 more advisers and 4 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- NCS Group Trust - International Fun3 commitments
- Multi-Employer Property Trust3 commitments
- Schroder Collective Investment Trus1 commitment
- Walter Scott Ncs3 commitments
- NEW Tower Trust Company3 commitments
- Schroder1 commitment
Relationship network
32 connected entities7 observed commitments4 repeat counterpartiescommitments 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 1.3%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 13.8%
- Other investments 0.1%
- Partnership/joint venture interests 11.0%
- 103-12 investment entities 8.7%
- Common/collective trusts 11.6%
- Registered investment companies 11.4%
- Common stock 25.7%
Consultants and advisers
- Meriplex Solutions, LLC General consultantthrough Jun 30, 2024 Form 5500
- RBC Wealth Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- Innovative Software Solutions, Inc. General consultantthrough 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.
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People
Manager roster
- Walter Scott Ncs3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Schroder1 row, latest Jun 30, 2025
- Schroderplan years
- Walter Scott & Partners Ltdplan years 2023
- Intech Investment Managementplan years 2023
+7 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 startedAsbestos Workers Philadelphia Pension Fund first reports an interest in Schroder Collective Investment Trus: $19M at 2025-06-30with Schroder Collective Investment Trusaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIntech Investment Management LLC no longer appears on Asbestos Workers Philadelphia Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceInnovative Software Solutions Inc no longer appears on Asbestos Workers Philadelphia Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Innovative Software Solutions, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMeriplex Solutions, LLC appears on Asbestos Workers Philadelphia Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Meriplex Solutions, LLCaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Schroder Collective Investment Truscollective trust | Schroder | Pooled vehicles | $18.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $8.9M held | Disclosed holding | askebsa.dol.gov |
+4 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 | 1,463 | Not disclosed | Not disclosed | n/a | $238M | $26.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,483 | Not disclosed | Not disclosed | n/a | $239M | $26.9M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,550 | Not disclosed | Not disclosed | n/a | $246M | $40.1M | Not disclosed | Not disclosed |
- LSV Asset Management codes 28 51 $252,231 PY2024
- Michael E Burns codes 30 50 $250,897 PY2024
- Walter Scott & Partners Limited codes 28 52 68 $154,729 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Asbestos Workers Philadelphia Pension 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
- Holding in a pooled vehicle started2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2023-12-31source on record
+1 more change 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
+17 connections on the graph
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