Steamfitters Industry Pension Fund
Taft-Hartley plan, based in Long Island City, New York, reporting $461M in assets, for 4,017 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Lord Abbett & Co. LLC no longer appears on Steamfitters Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022).
3 more advisers, 5 more managers and 18 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- Wellington Cif Opp Invest Allocatio3 commitments
- Invesco Balanced-Risk Allocation Tr3 commitments
- Janus Institutional Int'l Equity3 commitments
- Invesco Trust Company3 commitments
- Janus Henderson Investors3 commitments
- BNY Mellon3 commitments
Relationship network
61 connected entities21 observed commitments14 repeat counterparties15 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 1.0%
- Non-interest-bearing cash 1.1%
- 103-12 investment entities 12.7%
- Common/collective trusts 26.2%
- Registered investment companies 5.0%
- Common stock 27.9%
- Real estate (other than employer real property) 25.4%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ullico Investment Advisors, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more consultants and advisers 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
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Janus Henderson Investors3 rows, latest Dec 31, 2024
- BNY Mellon3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Wellington Trust Company, Naplan years
- Janus Henderson Investorsplan years
- Lord Abbettplan years
+10 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, 2023Manager relationship endedinferenceLord Abbett & Co. LLC no longer appears on Steamfitters Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Lord, Abbett & Co LLCaskebsa.dol.gov
- Jan 1, 2023Funded status changedSteamfitters Industry Pension Fund funded ratio 90.1% -> 83.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSteamfitters Industry Pension Fund plan assets $614M -> $417M (-32.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wellington Cif Opp Invest Allocatiocollective trust | Wellington Trust Company, Na | Pooled vehicles | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $23.1M 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 | 4,017 | Not disclosed | Not disclosed | n/a | $461M | Not disclosed | Not disclosed | $117M |
| 2023 to Dec 31, 2023 | 3,881 | Not disclosed | Not disclosed | n/a | $430M | Not disclosed | Not disclosed | $110M |
| 2022 to Dec 31, 2022 | 4,105 | Not disclosed | Not disclosed | n/a | $417M | Not disclosed | Not disclosed | $119M |
- Ullico Investment Advisors, Inc codes 27 28 51 52 $543,568 PY2024
- Boston Partners Global Investors, I codes 28 51 $289,227 PY2024
- JP Morgan Investment Management codes 28 51 $265,583 PY2024
+95 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Steamfitters Industry 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.
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
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 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
+20 connections on the graph
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