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Plumbers & Pipefitters Local No. 25 Pension Fund

Allocators

Moline, IL

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Search this name across graphsid dfx:al:1b86a7a8-cc8b-412d-b8a6-96ae9b09d176

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $470Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 123%
Participants: 2,030
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Mar 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 19 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$4.8M	Mar 31, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	5	$21.3M	Mar 31, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	4	$21.0M	Mar 31, 2025	Derived
Other investments	n/a	n/a	n/a	0	$518,648	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	69	$325M	Mar 31, 2025	Derived
Common stock	n/a	n/a	n/a	20	$95.4M	Mar 31, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Quad City Bank & Trust	custodian	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Investment Consulting Group	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Athena Actuarial Consulting LLC	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Barrow Hanley Mewhinney & Strauss	Investment management	Apr 1, 2024	Mar 31, 2025	no	fact
Dana Investment Advisors, Inc.	Investment management	Apr 1, 2024	Mar 31, 2025	no	fact
William Blair Investment Mgmt, LLC	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Smith Graham & Co	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
LSV Asset Management	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Bartlett & Co	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Sands Capital Management, LLC	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Sponsors (1)

← Plumbers & Pipefitters L25Plan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (3)

→ Quad City Bank & TrustInvestment consultantcustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Investment Consulting GroupInvestment consultantInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Athena Actuarial Consulting LLCInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500

Manages for (7)

← William Blair Investment Mgmt, LLCManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Smith Graham & CoManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← LSV Asset ManagementManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Bartlett & CoManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Sands Capital Management, LLCManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Barrow Hanley Mewhinney & StraussManager with allocator capitalInvestment management
Apr 1, 2024 to Mar 31, 2025factForm 5500
← Dana Investment Advisors, Inc.Investment consultantInvestment management
Apr 1, 2024 to Mar 31, 2025factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship started
Barrow Hanley Mewhinney & Straus appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Barrow Hanley Mewhinney & Strauss Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Smith Graham no longer appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Smith Graham & Co Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Dana Investment Advisors, Inc. appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
Dana Investment Advisors, Inc.Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Apr 1, 2024
Plumbers & Pipefitters Local No. 25 Pension Fund funded ratio 115.6% -> 123.1% (2023-04-01 to 2024-04-01)
Occurred
Apr 1, 2024
Plumbers & Pipefitters Local No. 25 Pension Fund plan assets $397M -> $460M (+16.0%, 2023-04-01 to 2024-04-01)
Occurred
Mar 31, 2024
Plumbers & Pipefitters Local No. 25 Pension Fund total assets $397M -> $461M (+16.0%, 2023-03-31 to 2024-03-31)
Occurred
Apr 1, 2023
Plumbers & Pipefitters Local No. 25 Pension Fund funded ratio 113.6% -> 115.6% (2022-04-01 to 2023-04-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:1b86a7a8-cc8b-412d-b8a6-96ae9b09d176
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Plumbers & Pipefitters Local No. 25 Pension Fund

Allocators

Moline, IL

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:1b86a7a8-cc8b-412d-b8a6-96ae9b09d176

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$4.8M

Mar 31, 2025

Derived

U.S. Government securities

n/a

$21.3M

Mar 31, 2025

Derived

Corporate debt instruments (other)

n/a

$21.0M

Mar 31, 2025

Derived

Other investments

n/a

$518,648

Mar 31, 2025

Derived

Registered investment companies

n/a

$325M

Mar 31, 2025

Derived

Common stock

n/a

$95.4M

Mar 31, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Quad City Bank & Trust

custodian

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Investment Consulting Group

Investment adviser

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Athena Actuarial Consulting LLC

actuary

Apr 1, 2022

Mar 31, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Barrow Hanley Mewhinney & Strauss

Investment management

Apr 1, 2024

Mar 31, 2025

fact

Dana Investment Advisors, Inc.

Investment management

Apr 1, 2024

Mar 31, 2025

fact

William Blair Investment Mgmt, LLC

Investment management

Apr 1, 2022

Mar 31, 2023

fact

Smith Graham & Co

Investment management

Apr 1, 2022

Mar 31, 2023

fact

LSV Asset Management

Investment management

Apr 1, 2022

Mar 31, 2023

fact

Bartlett & Co

Investment management

Apr 1, 2022

Mar 31, 2023

fact

Sands Capital Management, LLC

Investment management

Apr 1, 2022

Mar 31, 2023

fact