UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan
Taft-Hartley plan, based in Tualatin, Oregon, reporting $1.3B in assets, for 6,395 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing).
2 more managers, 11 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- DFA Small Cap Trust3 commitments
- Quest Group Trust VI Fund3 commitments
- Washington Capital Joint Master Tru3 commitments
- DFA - the Small Cap Subtrust3 commitments
- Quest Investment Management, LLC3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
36 connected entities14 observed commitments11 repeat counterparties11 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 2.6%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 9.1%
- U.S. Government securities 4.0%
- Insurance company general account 0.1%
- Partnership/joint venture interests 1.4%
- 103-12 investment entities 20.4%
- Registered investment companies 43.2%
- Common stock 17.9%
Consultants and advisers
- Verus Advisory, Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- DFA - the Small Cap Subtrust3 rows, latest Dec 31, 2024
- Quest Investment Management, LLC3 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- Quest Investment Management, LLCplan years
- Mesirow Financial, Incplan years 2024
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset US Core Plus LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan total assets $1.1B -> $1.3B (+13.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan funded ratio 119.0% -> 121.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan plan assets $958M -> $1.1B (+16.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan total assets $965M -> $1.1B (+16.1%, 2022-12-31 to 2023-12-31)
+1 more dated event
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 | DFA Small Cap Trust103 12 ie | DFA - the Small Cap Subtrust | Public equity | $69.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Quest Group Trust VI Fund103 12 ie | Quest Investment Management, LLC | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $142M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 6,395 | Not disclosed | Not disclosed | n/a | $1.3B | $17.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,287 | Not disclosed | Not disclosed | n/a | $1.1B | $16.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,047 | Not disclosed | Not disclosed | n/a | $965M | $14.6M | Not disclosed | Not disclosed |
- Washington Capital Management, Inc. codes 51 $1.1M PY2024
- Voya Investment Management codes 51 $556,884 PY2024
- Zenith American Solutions codes 13 15 36 38 50 $546,393 PY2024
+65 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source 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
+17 connections on the graph
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