Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.
Taft-Hartley plan, based in Chicago, Illinois, reporting $1.9B in assets, for 15,902 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Datalynx Spengler appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023).
7 more advisers, 3 more managers, 11 more commitments and 2 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- Afl-Cio Building Investment Trust2 commitments
- Longview Ultra Construction Loan in2 commitments
- Parametric Defensive Equity Fund2 commitments
- Great Gray Trust Company2 commitments
- Amalgamated Bank2 commitments
- Parametric Portfolio Associates2 commitments
Relationship network
76 connected entities14 observed commitments14 repeat counterparties6 dated commitments shown here, 2023 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
- Non-interest-bearing cash 1.9%
- Corporate debt instruments (other) 0.8%
- Corporate debt instruments (preferred) 3.9%
- U.S. Government securities 4.2%
- Other investments 6.0%
- Partnership/joint venture interests 24.1%
- 103-12 investment entities 5.0%
- Common/collective trusts 12.6%
- Registered investment companies 15.8%
- Common stock 22.1%
- Real estate (other than employer real property) 2.8%
Consultants and advisers
- Datalynx Spengler General consultantthrough Dec 31, 2024 Form 5500
- Kelly Appraisal Consultants Inc General consultantthrough Dec 31, 2024 Form 5500
- J.P. Morgan Investment adviser (plan)through Dec 31, 2024 Form 5500
+7 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
- Great Gray Trust Company2 rows, latest Dec 31, 2024
- Amalgamated Bank2 rows, latest Dec 31, 2024
- Parametric Portfolio Associates2 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Victory Capital Management Inc.plan years
- Amalgamated Bankplan years
- Parametric Portfolio Associatesplan years 2023
+11 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, 2024Manager relationship endedinferenceVictory Sophus Emerging Markets no longer appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)with Victory Sophus Emerging Marketsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceDatalynx Spengler appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023)with Datalynx Spengleraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePinebridge Investments LLC no longer appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)with Pinebridge Investments LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedVictory Income Investors Core Plus appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as investment manager (plan year 2024 vs 2023)with Victory Income Investors Core Plusaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceKelly Appraisal Consultants Inc appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023)with Kelly Appraisal Consultants Incaskebsa.dol.gov
+2 more dated events
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 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $21.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $45,863 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $94.8M 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 | 15,902 | Not disclosed | Not disclosed | n/a | $1.9B | $458M | Not disclosed | $53.6M |
| 2023 to Dec 31, 2023 | 16,189 | Not disclosed | Not disclosed | n/a | $1.7B | $384M | Not disclosed | $51.8M |
- J.P. Morgan codes 27 28 $2.1M PY2024
- Sierra Investment Partners, Inc. codes 28 51 $2.0M PY2024
- LSV Asset Management codes 28 51 $1.4M PY2024
+102 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. sits on 31 traced paths of capital across the graphs.
DFX traced 31 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
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+4 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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