6 more advisers, 6 more managers, 43 more commitments and 5 more dated events

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International Brotherhood of Teamsters Union Local 710 Pension Fund

Taft-Hartley plan· Mokena, Illinois

Taft-Hartley plan, based in Mokena, Illinois, reporting $5.0B in assets, for 21,566 participants.

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

Assets
$5.0B
Funded ratio
119.4%
Fund commitments
13
Managers
29
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: 31 Dec 2025, International Brotherhood of Teamsters Union Local 710 Pension Fund no longer reports K2 Defensive Equity Fund Ltd (last held $13M at 2025-01-31; absent from the 2025-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
International Brotherhood of Teamsters Union Local 710 Pension Fund
Funds committed to
All 13
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$5.0B
Total assets, Dec 31, 2025 reported
Funded
119.4%
Feb 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
13
29 managers on Schedule C
Plan sponsor: Trustees of I.B. of T. Union Local 710 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 0.9%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 2.8%
  • Other investments 11.1%
  • Partnership/joint venture interests 17.0%
  • 103-12 investment entities 1.5%
  • Common/collective trusts 38.3%
  • Registered investment companies 2.3%
  • Common stock 21.8%
  • Real estate (other than employer real property) 0.1%
Consultants and advisers
9 firms

+6 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
9 managers on the commitment tape
From the plan’s own commitment disclosures

+6 more managers received commitments

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From Schedule C (investment management, code 28)

+29 more Schedule C managers

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What changed
10 events
  • Dec 31, 2025Holding endedinference
    International Brotherhood of Teamsters Union Local 710 Pension Fund no longer reports K2 Defensive Equity Fund Ltd (last held $13M at 2025-01-31; absent from the 2025-12-31 filing)
    with K2 Defensive Equity Fund Ltdaskebsa.dol.gov
  • Feb 1, 2025Funded status changed
    International Brotherhood of Teamsters Union Local 710 Pension Fund funded ratio 111.3% -> 119.4% (2024-02-01 to 2025-02-01)
  • Feb 1, 2025Assets changed
    International Brotherhood of Teamsters Union Local 710 Pension Fund plan assets $4.0B -> $4.4B (+10.4%, 2024-02-01 to 2025-02-01)
  • Jan 31, 2025Holding started
    International Brotherhood of Teamsters Union Local 710 Pension Fund first reports an interest in Bnym-M Db Sl Lc Value Sif (BNY Mellon): $227M at 2025-01-31
    with BNY Mellonaskebsa.dol.gov
  • Jan 31, 2025Holding started
    International Brotherhood of Teamsters Union Local 710 Pension Fund first reports an interest in Bnym-M Db Sl Lc Growth Sif (BNY Mellon): $303M at 2025-01-31
    with BNY Mellonaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
46 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025S&p 500 Flagship Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$278M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025NIS High Yield Fund, LLCcollective trustNational Investment ServicesFixed income$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Cohen & Steers Global Realty Fd Clcollective trustCohen & SteersReal estate$148M heldDisclosed holdingaskebsa.dol.gov

+43 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
40 readings
Total assets
$5.0B Dec 31, 2025 reported Form 5500
$4.5B (2025-01) · $4.2B (2024-01) · $4.0B (2023-01)
Plan assets
$4.4B Feb 1, 2025 reported Form 5500
$4.0B (2024-02) · $3.7B (2023-02) · $3.9B (2022-02)
Net assets
$4.8B Dec 31, 2025 reported Form 5500
$4.4B (2025-01) · $4.0B (2024-01) · $3.7B (2023-01)
Funded ratio
119.4% Feb 1, 2025 reported Form 5500
111.3% (2024-02) · 120.3% (2023-02) · 116.1% (2022-02)
Participants
21,566 Feb 1, 2025 reported Form 5500
21,834 (2024-02) · 22,048 (2023-02) · 21,869 (2022-02)
Contributions
$202M Dec 31, 2025 reported Form 5500
$224M (2025-01) · $231M (2024-01) · $227M (2023-01)
Benefits paid
$238M Dec 31, 2025 reported Form 5500
$252M (2025-01) · $212M (2024-01) · $203M (2023-01)
Net investment income
$383M Dec 31, 2025 reported Form 5500
$415M (2025-01) · $270M (2024-01) · -$157M (2023-01)
Investment management fees
$15.3M Dec 31, 2025 reported Form 5500
$13.5M (2025-01) · $10.6M (2024-01) · $9.2M (2023-01)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 202521,566Not disclosedNot disclosedn/a$5.0B$845MNot disclosed$3.7M
2024 to Jan 31, 202521,834Not disclosedNot disclosedn/a$4.5B$821MNot disclosed$3.7M
2023 to Jan 31, 202422,048Not disclosedNot disclosedn/a$4.2B$919MNot disclosed$3.3M
2022 to Jan 31, 202321,869Not disclosedNot disclosedn/a$4.0B$781MNot disclosed$3.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+253 more service providers

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Provenance
Identifiers: EIN-PN 362377656-001
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

International Brotherhood of Teamsters Union Local 710 Pension Fund sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 paths of capital through this record

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2025-12-31source
  • Holding in a pooled vehicle started
    2025-01-31source
  • Holding in a pooled vehicle started
    2025-01-31source

+7 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

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+45 connections on the graph

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