1 more manager, 7 more commitments and 1 more dated event
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Iron Workers Local 17 Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $163M in assets, for 1,906 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $163M
- Funded ratio
- 54.0%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Apr 2025, Iron Workers Local 17 Pension Fund first reports an interest in Afl-Cio Housing Investment Trust (Afl-Cio Housing Inv): $4M at 2025-04-30.
Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Db Bd Mkt Stk Index Fd3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- LS Core Plus Full Discretion Trust3 commitments
- BNY Mellon3 commitments
- ABS Allegiance Real Estate3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 3.3%
- U.S. Government securities 5.3%
- Partnership/joint venture interests 3.0%
- Common/collective trusts 47.9%
- Registered investment companies 35.6%
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2023 Form 5500
- Seal Actuarythrough Apr 30, 2024 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
- BNY Mellon3 rows, latest Apr 30, 2025
- ABS Allegiance Real Estate3 rows, latest Apr 30, 2025
- Loomis Sayles3 rows, latest Apr 30, 2025
+1 more manager received commitments
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- KEY Trustplan years 2025
- ASB Capital Management LLCplan years 2024
- Loomis Saylesplan years 2023
+3 more Schedule C managers
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- Apr 30, 2025Holding startedIron Workers Local 17 Pension Fund first reports an interest in Afl-Cio Housing Investment Trust (Afl-Cio Housing Inv): $4M at 2025-04-30with Afl-Cio Housing Invaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedKEY Trust appears on Iron Workers Local 17 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Trustaskebsa.dol.gov
- May 1, 2024Funded status changedIron Workers Local 17 Pension Fund funded ratio 43.4% -> 54.0% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedIron Workers Local 17 Pension Fund plan assets $97M -> $118M (+21.0%, 2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedIron Workers Local 17 Pension Fund funded ratio 49.5% -> 43.4% (2022-05-01 to 2023-05-01)
+1 more dated event
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $54.4M held | Disclosed holding | askebsa.dol.gov |
+7 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 Apr 30, 2025 | 1,906 | Not disclosed | Not disclosed | n/a | $163M | $4.9M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 1,931 | Not disclosed | Not disclosed | n/a | $158M | $5.1M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 1,903 | Not disclosed | Not disclosed | n/a | $154M | Not disclosed | Not disclosed | Not disclosed |
- Solxsys Administrative Solutions codes 13 50 $136,800 PY2024
- The Segal Company codes 11 50 $133,121 PY2024
- Segal Marco Advisors codes 27 50 $75,000 PY2024
+45 more service providers
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Provenance
Iron Workers Local 17 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 started2025-04-30source
- Funded status changed2023-05-01source
- Funded status changed2024-05-01source
+3 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
+10 connections on the graph
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