Plumbers & Pipefitters Local 152 Pension Tr Fund
Taft-Hartley plan, based in Ona, West Virginia, reporting $81.9M in assets, for 520 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
6 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- ASB Allegiance Real Estate Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Neuberger Berman Strategic Multi-Se3 commitments
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
- Neuberger Berman Trust Company, Na3 commitments
Relationship network
27 connected entities9 observed commitments6 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 13.4%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 3.3%
- Other investments 0.4%
- Common/collective trusts 48.7%
- Registered investment companies 10.7%
- Common stock 14.1%
- Preferred stock 0.1%
Consultants and advisers
- Standard Valuation Investment adviser (plan)through Apr 30, 2023 Form 5500
- Osborn, Carreiro & Associates, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Huntington National Bank Custodianthrough Apr 30, 2023 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- NEW Tower Trust Company3 rows, latest Apr 30, 2025
- Neuberger Berman Trust Company, Na3 rows, latest Apr 30, 2025
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- C.S. Mckeeplan years 2023
+5 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
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust Company | Real estate | $25.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $6.7M 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.
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 Apr 30, 2025 | 520 | Not disclosed | Not disclosed | n/a | $81.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 540 | Not disclosed | Not disclosed | n/a | $78.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 509 | Not disclosed | Not disclosed | n/a | $73.3M | Not disclosed | Not disclosed | Not disclosed |
- Manning and Napier codes 50 51 $82,419 PY2024
- CS Mckee codes 50 51 $44,981 PY2024
- American Benefit Corporation codes 13 50 $40,082 PY2024
+48 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 & Pipefitters Local 152 Pension Tr Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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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›Connections
every published relationship on the graph
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.