5 more commitments
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International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund
Taft-Hartley plan, based in Topeka, Kansas, reporting $101M in assets, for 1,170 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $101M
- Funded ratio
- 58.1%
- Fund commitments
- 5
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund total assets $70M -> $101M (+45.8%, 2022-12-31 to 2024-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Smallcap 600 Index Fund2 commitments
- Voya Senior Loan Trust Fund2 commitments
- ASB Allegiance Real Estate Fund2 commitments
- Amalgamated Bank of New York4 commitments
- Voya Investment Trust Co.2 commitments
- ABS Allegiance Real Estate2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 1.9%
- U.S. Government securities 20.8%
- Other investments 15.9%
- Common/collective trusts 17.0%
- Registered investment companies 40.1%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York4 rows, latest Dec 31, 2024
- Voya Investment Trust Co.2 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate2 rows, latest Dec 31, 2024
- Hamilton Laneplan years 2024
- Chevy Chase Trustplan years 2024
- Amalgamated Bank of New Yorkplan years 2022
+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 $249/month unless canceled.
- Dec 31, 2024Assets changedInternational Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund total assets $70M -> $101M (+45.8%, 2022-12-31 to 2024-12-31)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Voya Senior Loan Trust Fundcollective trust | Voya Investment Trust Co. | Private credit | $3.2M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,170 | Not disclosed | Not disclosed | n/a | $101M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,109 | Not disclosed | Not disclosed | n/a | $69.6M | Not disclosed | Not disclosed | Not disclosed |
- Gary Muckenthaler codes 30 50 $111,605 PY2024
- Segal Marco Advisors codes 27 50 $82,500 PY2024
- Cheiron Inc codes 11 50 $79,789 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
International Brotherhood of Electrical Workers Local Union No 226 Open End Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Total assets changed2024-12-31source
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
+9 connections on the graph
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