Plumbers Local Union No. 690 Pension Fund
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $284M in assets, for 1,666 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, Plumbers Local Union No. 690 Pension Fund funded ratio 100.5% -> 103.9% (2023-07-01 to 2024-07-01).
2 more advisers, 2 more managers and 15 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 1000 Value Index Sl Fund3 commitments
- Russell 1000 Growth Index Sl Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- Chevy Chase Trust3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
40 connected entities18 observed commitments11 repeat counterparties12 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 0.6%
- Corporate debt instruments (other) 2.3%
- Corporate debt instruments (preferred) 5.8%
- U.S. Government securities 6.2%
- Other investments 0.4%
- Partnership/joint venture interests 31.5%
- Common/collective trusts 45.2%
- Common stock 6.9%
Consultants and advisers
- Investment Performance Services General consultantthrough Jun 30, 2023 Form 5500
- The Mckeogh Company Actuarythrough Jun 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
+2 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
- State Street Global Advisors Trust Company6 rows, latest Jun 30, 2025
- Chevy Chase Trust3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Loomis Sayles Trust Companyplan years 2025
- Loomis Saylesplan years 2023
- Chartwell Investment Partnersplan years 2023
+2 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
- Jul 1, 2024Funded status changedPlumbers Local Union No. 690 Pension Fund funded ratio 100.5% -> 103.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedPlumbers Local Union No. 690 Pension Fund funded ratio 98.2% -> 100.5% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Russell 1000 Value Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $38.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Russell 1000 Growth Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $40.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 1,666 | Not disclosed | Not disclosed | n/a | $284M | $89.4M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,672 | Not disclosed | Not disclosed | n/a | $265M | $87.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,652 | Not disclosed | Not disclosed | n/a | $247M | $82.6M | Not disclosed | Not disclosed |
- Boyd Watterson Asset Mgmt codes 19 31 51 $323,184 PY2024
- Loomis Sayles & Company L.P. codes 51 68 $167,462 PY2024
- Hardman Johnston Intl Equity Group codes 19 51 $138,541 PY2024
+80 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers Local Union No. 690 Pension Fund 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.
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
- Funded status changed2024-07-01source on record
- Funded status changed2023-07-01source on record
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
+11 connections on the graph
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