Jacksonville Plumbers and Pipefitters Pension Plan
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $321M in assets, for 1,915 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Jacksonville Plumbers and Pipefitters Pension Plan total assets $288M -> $321M (+11.7%, 2024-08-31 to 2025-08-31).
8 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- Afl-Cio Building Investment Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
25 connected entities11 observed commitments7 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
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 22.7%
- Common/collective trusts 22.7%
- Registered investment companies 33.3%
- Common stock 19.2%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- Truist Bank Custodianthrough Aug 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Aug 31, 2023 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Hamilton Laneplan years 2024
- Boston Trust Walden Companyplan years 2023
- Loomis Saylesplan years 2023
+3 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
- Aug 31, 2025Assets changedJacksonville Plumbers and Pipefitters Pension Plan total assets $288M -> $321M (+11.7%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Manager relationship endedinferenceBrown Advisory no longer appears on Jacksonville Plumbers and Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brown Advisoryaskebsa.dol.gov
- Sep 1, 2024Funded status changedJacksonville Plumbers and Pipefitters Pension Plan funded ratio 109.8% -> 112.5% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedJacksonville Plumbers and Pipefitters Pension Plan plan assets $250M -> $287M (+14.9%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Holding startedJacksonville Plumbers and Pipefitters Pension Plan first reports an interest in BNY Mellon Large Cap Stock Index Fu: $30M at 2024-08-31with BNY Mellon Large Cap Stock Index Fuaskebsa.dol.gov
+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 Aug 31, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $12.0M held | Disclosed holding | askebsa.dol.gov |
+8 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 | 1,915 | Not disclosed | Not disclosed | n/a | $321M | $73.0M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,855 | Not disclosed | Not disclosed | n/a | $288M | $66.3M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,807 | Not disclosed | Not disclosed | n/a | $250M | $58.2M | Not disclosed | Not disclosed |
- LSV Asset Management codes 28 51 $203,523 PY2024
- Loomis Sayles codes 28 51 $180,578 PY2024
- Southern Benefit Administrators codes 13 50 $168,807 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Jacksonville Plumbers and Pipefitters Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Total assets changed2025-08-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-09-01source 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
+10 connections on the graph
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