Plumbers and Steamfitters Local No. 42 Pension Plan
Taft-Hartley plan, based in Norwalk, Ohio, reporting $72.0M in assets, for 611 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Jpmorgan Chase Bank, National Assoc appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 1 more manager and 9 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Labor Equity Index Fund3 commitments
- Blackrock Ex - US Alpha Tilts Fund3 commitments
- JP Morgan Chase Bank, Na Core Bond3 commitments
- Chevy Chase Trust Company3 commitments
- Blackrock Investments, LLC3 commitments
- JP Morgan Chase3 commitments
Relationship network
23 connected entities12 observed commitments9 repeat counterparties10 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
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 3.5%
- Common/collective trusts 72.5%
- Registered investment companies 22.7%
Consultants and advisers
- Segal Marco Advisors General consultantthrough Jun 30, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Jun 30, 2025 Form 5500
- Horizon Actuarial Services Actuarythrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Blackrock Investments, LLC3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrock Investments, LLCplan years
- JP Morgan Chaseplan years
- Boyd Watterson Asset Managementplan years 2023
+1 more Schedule C manager
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 startedJpmorgan Chase Bank, National Assoc appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBrandywine Global Investment Mgmt no longer appears on Plumbers and Steamfitters Local No. 42 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brandywine Global Investment Mgmt.askebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Blackrock Ex - US Alpha Tilts Fundcollective trust | Blackrock Investments, LLC | Pooled vehicles | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | JP Morgan Chase Bank, Na Core Bondcollective trust | JP Morgan Chase | Fixed income | $10.3M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 611 | Not disclosed | Not disclosed | n/a | $72.0M | $2.5M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 591 | Not disclosed | Not disclosed | n/a | $66.9M | $2.5M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 590 | Not disclosed | Not disclosed | n/a | $62.0M | $2.7M | Not disclosed | Not disclosed |
- Horizon Actuarial Services, LLC codes 11 16 17 50 $64,932 PY2024
- Blackrock codes 21 24 28 50 51 $55,873 PY2024
- Denise Mann codes 14 $49,350 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Plumbers and Steamfitters Local No. 42 Pension Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2023-12-31source 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.