Local Union No. 124 I. B. E. W. Pension Trust Fund
Taft-Hartley plan, based in Kansas City, Missouri, reporting $384M in assets, for 4,149 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Local Union No. 124 I. B. E. W. Pension Trust Fund first reports an interest in Loomis Sayles Core Plus Fxd Inc Fnd (Loomis Sayles): $16M at 2025-08-31.
2 more advisers, 2 more managers, 9 more commitments and 1 more dated event
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- Ibew-Neca Equity Index Fund3 commitments
- Harding Loevner Int'l Equity Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Chevy Chase Trust Company3 commitments
- Harding Loevner LP3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
36 connected entities12 observed commitments8 repeat counterparties9 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 12.0%
- Corporate debt instruments (other) 4.1%
- U.S. Government securities 1.9%
- Other investments 0.0%
- Partnership/joint venture interests 13.5%
- Common/collective trusts 44.0%
- Registered investment companies 13.4%
- Common stock 10.2%
Consultants and advisers
- Segal Marco Consulting Investment adviser (plan)through Aug 31, 2023 Form 5500
- Bank of Labor Custodianthrough Aug 31, 2023 Form 5500
- Umb Custodianthrough Aug 31, 2023 Form 5500
+2 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
- Chevy Chase Trust Company3 rows, latest Aug 31, 2025
- Harding Loevner LP3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chase Trust Companyplan years
- Harding Loevner LPplan years
- Chevy Chaseplan years
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Aug 31, 2025Holding startedLocal Union No. 124 I. B. E. W. Pension Trust Fund first reports an interest in Loomis Sayles Core Plus Fxd Inc Fnd (Loomis Sayles): $16M at 2025-08-31with Loomis Saylesaskebsa.dol.gov
- Aug 31, 2025Holding endedinferenceLocal Union No. 124 I. B. E. W. Pension Trust Fund no longer reports AB Taft-Hartley Int Value (last held $117 at 2024-08-31; absent from the 2025-08-31 filing)with AB Taft-Hartley Int Valueaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis, Sayles & Co, LP appears on Local Union No. 124 I. B. E. W. Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPartners Group appears on Local Union No. 124 I. B. E. W. Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Partners Groupaskebsa.dol.gov
- Sep 1, 2024Assets changedLocal Union No. 124 I. B. E. W. Pension Trust Fund plan assets $314M -> $352M (+12.1%, 2023-09-01 to 2024-09-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $87.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Harding Loevner Int'l Equity Fundcollective trust | Harding Loevner LP | Public equity | $32.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $20.4M 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.
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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 Aug 31, 2025 | 4,149 | Not disclosed | Not disclosed | n/a | $384M | $51.7M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 3,976 | Not disclosed | Not disclosed | n/a | $353M | $46.2M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 3,840 | Not disclosed | Not disclosed | n/a | $315M | $49.2M | Not disclosed | Not disclosed |
- Grosvenor Institutional Partners, L codes 28 51 $334,290 PY2024
- Siguler Guff & Company LP codes 28 51 $314,900 PY2024
- Systematic Financial Mgmt, LP codes 28 51 52 68 $287,335 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local Union No. 124 I. B. E. W. Pension Trust Fund sits on 9 traced paths of capital across the graphs.
DFX traced 9 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 started2025-08-31source on record
- Holding in a pooled vehicle ended2025-08-31source on record
- Manager relationship started2024-12-31source on record
+3 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
+19 connections on the graph
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