3 more advisers, 4 more managers, 27 more commitments and 3 more dated events

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Iuoe Stationary Engineers Local 39 Pension Plan

Taft-Hartley plan· Dublin, California

Taft-Hartley plan, based in Dublin, California, reporting $2.0B in assets, for 10,346 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.0B
Funded ratio
89.2%
Fund commitments
10
Managers
6
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Commitments (10)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Iuoe Stationary Engineers Local 39 Pension Plan plan assets $1.6B -> $1.8B (+10.7%, 2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Iuoe Stationary Engineers Local 39 Pension Plan
Funds committed to
All 10
Managers
All 7
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$2.0B
Total assets, Dec 31, 2024 reported
Funded
89.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
10
6 managers on Schedule C
Plan sponsor: BOT of Iuoe Stationary Engineers Local 39 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 6.3%
  • Corporate debt instruments (preferred) 0.1%
  • U.S. Government securities 8.7%
  • Other investments 8.2%
  • Partnership/joint venture interests 4.7%
  • 103-12 investment entities 2.7%
  • Common/collective trusts 35.2%
  • Registered investment companies 2.2%
  • Common stock 29.7%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+15 more Schedule C managers

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What changed
8 events
  • Jan 1, 2024Assets changed
    Iuoe Stationary Engineers Local 39 Pension Plan plan assets $1.6B -> $1.8B (+10.7%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Team St Inc. no longer appears on Iuoe Stationary Engineers Local 39 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Team St Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Private Advisors LLC no longer appears on Iuoe Stationary Engineers Local 39 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with West Tower Group LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Apogem Capital, LLC appears on Iuoe Stationary Engineers Local 39 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Apogem Capital, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Graystone Consulting no longer appears on Iuoe Stationary Engineers Local 39 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
30 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$51.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 1000 Value incollective trustNorthern Trust Investments, Inc.Pooled vehicles$117M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$132M heldDisclosed holdingaskebsa.dol.gov

+27 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
30 readings
Total assets
$2.0B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.6B (2022-12)
Plan assets
$1.8B Jan 1, 2024 reported Form 5500
$1.6B (2023-01) · $1.8B (2022-01)
Net assets
$1.9B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.6B (2022-12)
Funded ratio
89.2% Jan 1, 2024 reported Form 5500
90.3% (2023-01) · 90.8% (2022-01)
Participants
10,346 Jan 1, 2024 reported Form 5500
10,252 (2023-01) · 9,979 (2022-01)
Contributions
$128M Dec 31, 2024 reported Form 5500
$120M (2023-12) · $107M (2022-12)
Benefits paid
$131M Dec 31, 2024 reported Form 5500
$123M (2023-12) · $116M (2022-12)
Net investment income
$176M Dec 31, 2024 reported Form 5500
$171M (2023-12) · -$234M (2022-12)
Investment management fees
$7.0M Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $7.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,346Not disclosedNot disclosedn/a$2.0B$93.1MNot disclosedNot disclosed
2023 to Dec 31, 202310,252Not disclosedNot disclosedn/a$1.8B$75.1MNot disclosedNot disclosed
2022 to Dec 31, 20229,979Not disclosedNot disclosedn/a$1.6B$68.6MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+94 more service providers

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Provenance
Identifiers: EIN-PN 946118939-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Iuoe Stationary Engineers Local 39 Pension Plan sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 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

8 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+5 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

+25 connections on the graph

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