Iron Workers' Local No. 25 Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $565M in assets, for 5,287 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Apr 2025, Iron Workers' Local No. 25 Pension Fund first reports an interest in Bnym Afl-Cio Cf Sl Stock Index Fund: $26M at 2025-04-30.
3 more advisers, 12 more managers, 49 more commitments and 7 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- NIS Total Absolute Return Qp Fund3 commitments
- NIS Preferred Stock Qp Fund, LLC3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- National Investment Svcs of Amer12 commitments
- Alcentra Ltd3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
82 connected entities52 observed commitments33 repeat counterparties30 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
›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 2.0%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 7.5%
- Other investments 0.4%
- Partnership/joint venture interests 29.0%
- 103-12 investment entities 11.0%
- Common/collective trusts 37.5%
- Registered investment companies 5.5%
- Common stock 4.4%
Consultants and advisers
- Withum Smith Brown PC General consultantthrough Apr 30, 2025 Form 5500
- Nepc, LLC Pension consultantthrough Apr 30, 2023 Form 5500
- Boston Trust Walden Company Custodianthrough Apr 30, 2025 Form 5500
+3 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
- National Investment Svcs of Amer12 rows, latest Apr 30, 2025
- Alcentra Ltd3 rows, latest Apr 30, 2025
- NEW Tower Trust Company3 rows, latest Apr 30, 2025
+12 more managers received commitments
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- Crescent Capitalplan years
- National Investment Svcs of Amerplan years 2023
- HarbourVestplan years
+15 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Apr 30, 2025Holding startedIron Workers' Local No. 25 Pension Fund first reports an interest in Bnym Afl-Cio Cf Sl Stock Index Fund: $26M at 2025-04-30with Bnym Afl-Cio Cf Sl Stock Index Fundaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceIron Workers' Local No. 25 Pension Fund no longer reports International Fund LLC (Nuveen, LLC) (last held $24M at 2024-04-30; absent from the 2025-04-30 filing)with Nuveen, LLCaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceIron Workers' Local No. 25 Pension Fund no longer reports Principal U.S. Property Sa-Z (Principal) (last held $12M at 2024-04-30; absent from the 2025-04-30 filing)with Principalaskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceIron Workers' Local No. 25 Pension Fund no longer reports Blackrock Global Allocation Collect (last held $13M at 2024-04-30; absent from the 2025-04-30 filing)with Blackrock Global Allocation Collectaskebsa.dol.gov
- Apr 30, 2025Holding startedIron Workers' Local No. 25 Pension Fund first reports an interest in Bnym Mellon Cf Sl Acwi Ex-Us Imi Fd: $26M at 2025-04-30with Bnym Mellon Cf Sl Acwi Ex-Us Imi Fdaskebsa.dol.gov
+7 more dated events
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 Apr 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS Preferred Stock Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
+49 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 Apr 30, 2025 | 5,287 | Not disclosed | Not disclosed | n/a | $565M | $164M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 5,264 | Not disclosed | Not disclosed | n/a | $555M | $169M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 5,281 | Not disclosed | Not disclosed | n/a | $555M | $118M | Not disclosed | Not disclosed |
- Taft Stettinius & Hollister LLP codes 29 50 $386,365 PY2024
- Hessian & Mckasy, P.A. codes 29 50 $360,224 PY2024
- Benesys, Inc. codes 14 50 $332,711 PY2024
+122 more service providers
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Provenance
Provenance
Iron Workers' Local No. 25 Pension Fund sits on 18 traced paths of capital across the graphs.
DFX traced 18 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 started2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
- Holding in a pooled vehicle ended2025-04-30source on record
+9 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
+26 connections on the graph
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