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AllocatorsPlantaft hartley<100m

Ibew Local 684 Pension Trust

Allocators

Pleasanton, CA

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Search this name across graphsid dfx:al:7935c6cb-557d-4ad4-993f-4a17dda7f679

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, 5:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
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: $80.2Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 90%
Participants: 711
Commitments: 17with an amount; holdings are counted apart
Managers: 7
Funds: 8
Re-ups: 0
First-time managers: 0
Latest commitment: Mar 31, 2025
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

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$7.0M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$6.9M	Mar 31, 2025	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$6.6M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Acadian Global Equity Fund	Acadian Asset Management	Public equity	$6.3M	Mar 31, 2025	103 12 ie	Dol form 5500 pension
Ibew-Neca Equity Index Fund	Chevy Chase	Public equity	$5.1M	Mar 31, 2023	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$5.0M	Mar 31, 2024	Collective trust	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$4.8M	Mar 31, 2025	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$4.4M	Mar 31, 2025	Collective trust	Dol form 5500 pension
Pacific Asset Management Bank Loan	n/a	Private credit	$4.0M	Mar 31, 2025	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$3.8M	Mar 31, 2025	103 12 ie	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$3.8M	Mar 31, 2024	Collective trust	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$3.7M	Mar 31, 2024	103 12 ie	Dol form 5500 pension
Washington Capital Joint Master Tru	Washington Capital Management, Inc.	Pooled vehicle	$3.5M	Mar 31, 2023	103 12 ie	Dol form 5500 pension
PRU Emerg Mkts Blend Debt Fund	Prudential Trust Co.	Private credit	$3.4M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Voya Senior Loan Trust Fund	Voya Investment Trust Co.	Private credit	$3.2M	Mar 31, 2023	Collective trust	Dol form 5500 pension
Panagora GP Tr Risk Parity Ma High	Panagora Investment Manager	Hedge diversifiers	$3.0M	Mar 31, 2024	103 12 ie	Dol form 5500 pension
Panagora GP Tr Risk Parity Ma High	Panagora Investment Manager	Hedge diversifiers	$2.9M	Mar 31, 2023	103 12 ie	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 21 rows folded into 7

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.4M	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$474,490	Mar 31, 2025	Derived
Other investments	n/a	n/a	n/a	0	$181,784	Mar 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	7	$5.7M	Mar 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	20	$16.1M	Mar 31, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	18	$14.2M	Mar 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	52	$41.4M	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
Northwest Pension Services	actuary	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
Verus Advisory, Inc.	Pension consultant	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Nwps	actuary	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension
Comerica Bank	custodian	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
Chevy Chase	n/a	Mar 31, 2025	n/a	yes	fact
Aristotle Pacific Capital, LLC	Investment management	Apr 1, 2024	Mar 31, 2025	no	fact
Voya Investment Trust Co.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Washington Capital Management, Inc.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Ullico Investment Advisors, Inc.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Prudential Trust Co.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Panagora Asset Management, Inc.	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
Pacific Investmt Management Co LLC	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact
ASB Capital Management LLC	Investment management	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Manages for (9)

← Chevy ChaseManager with allocator capital
Mar 31, 2025 to presentfactForm 5500
← Voya Investment Trust Co.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Washington Capital Management, Inc.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Prudential Trust Co.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Panagora Asset Management, Inc.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Pacific Investmt Management Co LLCManager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Ullico Investment Advisors, Inc.Manager with allocator capitalInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← ASB Capital Management LLCInvestment consultantInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Aristotle Pacific Capital, LLCManager with allocator capitalInvestment management
Apr 1, 2024 to Mar 31, 2025factForm 5500

Sponsors (1)

← Board of Trustees, Ibew Local 684 Pension TrustPlan sponsorPlan sponsor
Apr 1, 2022 to presentfactForm 5500

Advised by (4)

→ Verus Advisory, Inc.Investment consultantPension consultant
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ NwpsInvestment consultantactuary
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Comerica BankInvestment consultantcustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ Northwest Pension ServicesInvestment consultantactuary
Apr 1, 2024 to Mar 31, 2025factForm 5500

Dated events

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

Occurred
Mar 31, 2025
Holding in a pooled vehicle started
Ibew Local 684 Pension Trust first reports an interest in Pacific Asset Management Bank Loan (SUP Pacific Fd Bk Ln): $4M at 2025-03-31
SUP Pacific Fd Bk Ln Form 5500observed 4 days ago
$4.0M
Occurred
Mar 31, 2025
Holding in a pooled vehicle ended
Ibew Local 684 Pension Trust no longer reports Panagora GP Tr Risk Parity Ma High (Panagora Investment Manager) (last held $3M at 2024-03-31; absent from the 2025-03-31 filing)
Panagora Investment Manager Form 5500observed 4 days ago
$3.0M
Occurred
Mar 31, 2025
Holding in a pooled vehicle started
Ibew Local 684 Pension Trust first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $6M at 2025-03-31
Acadian Asset Management Form 5500observed 4 days ago
$6.3M
Occurred
Dec 31, 2024
Manager relationship started
Aristotle Pacific Capital, LLC appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
Aristotle Pacific Capital, LLC Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship ended
Voya Investment Trust Company no longer appears on Ibew Local 684 Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
Voya Investment Trust Co.Form 5500observed 4 days ago
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
Ibew Local 684 Pension Trust no longer reports Voya Senior Loan Trust Fund (Voya Investment Trust Co.) (last held $3M at 2023-03-31; absent from the 2024-03-31 filing)
Voya Investment Trust Co.Form 5500observed 4 days ago
$3.2M

Show 1 bookkeeping events

Occurred
Mar 31, 2024
Ibew Local 684 Pension Trust total assets $69M -> $76M (+10.2%, 2023-03-31 to 2024-03-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:7935c6cb-557d-4ad4-993f-4a17dda7f679
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.