Atlanta Plumbers & Steamfitters Pension Fund
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $452M in assets, for 4,730 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, BHA Consulting LLC no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser, 4 more managers, 18 more commitments and 9 more dated events
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- Longview Largecap 500 Index Fund3 commitments
- Jpmcb Core Bond Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Amalgamated Bank5 commitments
- Amalgamated Bank of New York3 commitments
- JP Morgan Chase3 commitments
Relationship network
50 connected entities21 observed commitments14 repeat counterparties16 dated commitments shown here, 2022 to 2024
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 1.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 0.0%
- Insurance company general account 5.6%
- Other investments 0.6%
- Partnership/joint venture interests 8.1%
- Common/collective trusts 52.7%
- Pooled separate accounts 1.9%
- Registered investment companies 4.4%
- Common stock 23.9%
Consultants and advisers
- BHA Consulting General consultantthrough Dec 31, 2023 Form 5500
- Reynolds Consulting Services, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 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
- Amalgamated Bank5 rows, latest Dec 31, 2024
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Ameriprise Trust Companyplan years
- Amalgamated Bankplan years 2022
- JP Morgan Chaseplan years
+17 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
- Dec 31, 2024Holding startedAtlanta Plumbers & Steamfitters Pension Fund first reports an interest in Columbia Trust Strategic Income Fd: $28M at 2024-12-31with Columbia Trust Strategic Income Fdaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLegg Mason & Co LLC no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Legg Mason & Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedConstitution Capital Partners LLC appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Constitution Capital Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBHA Consulting LLC no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with BHA Consultingaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedClear Bridge International appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templeton Private Port GPaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Columbia Trust Strategic Income Fdcollective trust | Ameriprise Trust Company | Fixed income | $27.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $65.5M held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 4,730 | Not disclosed | Not disclosed | n/a | $452M | $36.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,619 | Not disclosed | Not disclosed | n/a | $416M | $22.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,494 | Not disclosed | Not disclosed | n/a | $385M | $16.0M | Not disclosed | Not disclosed |
- Crescent Capital Group LP codes 28 51 $1.4M PY2024
- Confluence Investment Management codes 28 51 $190,934 PY2024
- Constitution Capital Partners LLC codes 28 51 $187,321 PY2024
+86 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Atlanta Plumbers & Steamfitters Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+11 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
+27 connections on the graph
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