5 more advisers, 3 more managers, 13 more commitments and 13 more dated events
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Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund
Taft-Hartley plan, based in Tinley Park, Illinois, reporting $422M in assets, for 2,066 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $422M
- Funded ratio
- 120.5%
- Fund commitments
- 8
- Managers
- 7
Nothing material in the last 90 days. Last change: 31 Oct 2025, Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Harding Loevner Emerging Markets Fd (last held $16M at 2024-10-31; absent from the 2025-10-31 filing).
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Chevy Chase Trust Company3 commitments
- National Investment Svcs of Amer3 commitments
- Harding Loevner LP3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 1.4%
- Partnership/joint venture interests 39.7%
- 103-12 investment entities 4.6%
- Common/collective trusts 40.7%
- Registered investment companies 5.7%
- Common stock 6.4%
- Gw&k Investment Management, LLC Pension consultantthrough Oct 31, 2023 Form 5500
- Acadian Asset Management Pension consultantthrough Oct 31, 2023 Form 5500
- Segal General consultantthrough Oct 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
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- Chevy Chase Trust Company3 rows, latest Oct 31, 2025
- National Investment Svcs of Amer3 rows, latest Oct 31, 2025
- Harding Loevner LP3 rows, latest Oct 31, 2025
+3 more managers received commitments
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- Harding Loevner LPplan years
- National Investment Svcs of Amerplan years 2024
- Chevy Chase Trust Companyplan years
+6 more Schedule C managers
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- Oct 31, 2025Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Harding Loevner Emerging Markets Fd (last held $16M at 2024-10-31; absent from the 2025-10-31 filing)with Harding Loevner Emerging Markets Fdaskebsa.dol.gov
- Oct 31, 2025Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports NIS High Yield Qp Fund, LLC (last held $2M at 2024-10-31; absent from the 2025-10-31 filing)with NIS High Yield Qp Fund, LLCaskebsa.dol.gov
- Oct 31, 2025Assets changedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund total assets $376M -> $422M (+12.3%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Manager relationship startedLoomis Sayles & Company appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis, Sayles & Company, L.P.askebsa.dol.gov
- Nov 1, 2024Funded status changedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund funded ratio 124.3% -> 120.5% (2023-11-01 to 2024-11-01)
+13 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $98.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $46.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $18.8M held | Disclosed holding | askebsa.dol.gov |
+13 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 Oct 31, 2025 | 2,066 | Not disclosed | Not disclosed | n/a | $422M | $168M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 2,062 | Not disclosed | Not disclosed | n/a | $376M | $150M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 2,051 | Not disclosed | Not disclosed | n/a | $318M | $133M | Not disclosed | Not disclosed |
- Ullico Investment Advisors codes 28 $276,461 PY2024
- Gw&k Investment Management codes 17 50 72 $205,173 PY2024
- Acadian Asset Management codes 17 70 $162,036 PY2024
+57 more service providers
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Provenance
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 started2024-10-31source
- Holding in a pooled vehicle ended2025-10-31source
- Holding in a pooled vehicle started2024-10-31source
+15 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
+20 connections on the graph
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