3 more advisers, 2 more managers, 17 more commitments and 3 more dated events
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Northwest Ironworkers Retirement Plan
Taft-Hartley plan, based in Seattle, Washington, reporting $854M in assets, for 7,388 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $854M
- Funded ratio
- 106.3%
- Fund commitments
- 7
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Milliman, Inc. appears on Northwest Ironworkers Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Quest Group Trust VII3 commitments
- Loomis Sayles Large Cap Growth Trus3 commitments
- Panagora Group Trust Risk Parity3 commitments
- Quest Investment Management, LLC8 commitments
- Loomis Sayles3 commitments
- Panagora Investment Manager3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.3%
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 6.1%
- U.S. Government securities 9.7%
- Partnership/joint venture interests 17.7%
- 103-12 investment entities 18.7%
- Common/collective trusts 15.6%
- Registered investment companies 13.3%
- Common stock 13.1%
- Verus Advisory, Inc. Pension consultantthrough Jun 30, 2023 Form 5500
- PNC Bank Custodianthrough Jun 30, 2025 Form 5500
- US Bank Custodianthrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
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- Quest Investment Management, LLC8 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
- Panagora Investment Manager3 rows, latest Jun 30, 2025
+2 more managers received commitments
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- Quest Investment Management, LLCplan years
- Arrowstreetplan years
- Calpa Advisors LLCplan years 2025
+7 more Schedule C managers
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- Dec 31, 2024Consultant changedinferenceMilliman, Inc. appears on Northwest Ironworkers Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPNC Bank appears on Northwest Ironworkers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCalpa Advisors LLC appears on Northwest Ironworkers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Calpa Advisors LLCaskebsa.dol.gov
- Jun 30, 2024Holding startedNorthwest Ironworkers Retirement Plan first reports an interest in Quest Group Trust IV: $14M at 2024-06-30with Quest Group Trust IVaskebsa.dol.gov
- Jun 30, 2024Assets changedNorthwest Ironworkers Retirement Plan total assets $708M -> $785M (+10.9%, 2023-06-30 to 2024-06-30)
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Quest Group Trust IV103 12 ie | Quest Investment Management, LLC | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Quest Group Trust VII103 12 ie | Quest Investment Management, LLC | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Loomis Sayles Large Cap Growth Truscollective trust | Loomis Sayles | Public equity | $92.3M held | Disclosed holding | askebsa.dol.gov |
+17 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 Jun 30, 2025 | 7,388 | Not disclosed | Not disclosed | n/a | $854M | $151M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 7,658 | Not disclosed | Not disclosed | n/a | $785M | $135M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 7,809 | Not disclosed | Not disclosed | n/a | $708M | $135M | Not disclosed | Not disclosed |
- Welfare & Pension Admin Svc, Inc. codes 10 12 14 15 50 $949,187 PY2024
- Todd Asset Management LLC codes 28 51 68 $642,244 PY2024
- Washington Capital Management, Inc. codes 28 51 $620,625 PY2024
+70 more service providers
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Provenance
Northwest Ironworkers Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2024-06-30source
- Funded status changed2023-07-01source
- Consultant changed2023-12-31source
+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
+17 connections on the graph
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