1 more adviser, 6 more managers, 23 more commitments and 6 more dated events
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Pipefitters Union Local No. 537 Pension Fund
Taft-Hartley plan, based in Dorchester, Massachusetts, reporting $962M in assets, for 3,781 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $962M
- Funded ratio
- 101.1%
- Fund commitments
- 10
- Managers
- 3
Nothing material in the last 90 days. Last change: 28 Feb 2025, Pipefitters Union Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (Richmond Capital Management, Inc.): $15M at 2025-02-28.
Capital path
who backs this record, through what, into what; each name opens its own path- Eaton Vance Trust Company Collectiv3 commitments
- Crescent Capital Trust II3 commitments
- Aristotle Collective Investment Tru3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 4.0%
- Corporate debt instruments (preferred) 3.3%
- U.S. Government securities 10.6%
- Other investments 2.7%
- Partnership/joint venture interests 19.3%
- 103-12 investment entities 5.8%
- Common/collective trusts 10.9%
- Registered investment companies 2.2%
- Common stock 33.4%
- Preferred stock 0.0%
- Real estate (other than employer real property) 3.0%
- Bpas Actuarial and Pension Services Actuarythrough Feb 28, 2025 Form 5500
- Cbiz Ris Actuarythrough Feb 29, 2024 Form 5500
- Cbiz Savitz Actuarythrough Feb 28, 2023 Form 5500
+1 more consultant or adviser advise this allocator
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- Eaton Vance3 rows, latest Feb 28, 2025
- Crescent Capital3 rows, latest Feb 28, 2025
- Aristotle3 rows, latest Feb 28, 2025
+6 more managers received commitments
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- Crescent Capitalplan years
- Aristotleplan years
- Eaton Vanceplan years
+33 more Schedule C managers
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- Feb 28, 2025Holding startedPipefitters Union Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (Richmond Capital Management, Inc.): $15M at 2025-02-28with Richmond Capital Management, Inc.askebsa.dol.gov
- Feb 28, 2025Holding endedinferencePipefitters Union Local No. 537 Pension Fund no longer reports RCM Construction Mbs Opportunities (Richmond Capital Management, Inc.) (last held $14M at 2024-02-29; absent from the 2025-02-28 filing)with Richmond Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNorthgate no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Northgateaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAlcentra no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Alcentra Ltdaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWestport Capital Partners no longer appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Westport Capital Partners LLCaskebsa.dol.gov
+6 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Eaton Vance Trust Company Collectivcollective trust | Eaton Vance | Pooled vehicles | $20.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | RMC Construction Mbs Opportunities103 12 ie | Richmond Capital Management, Inc. | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov |
+23 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 Feb 28, 2025 | 3,781 | Not disclosed | Not disclosed | n/a | $962M | $186M | Not disclosed | $28.9M |
| 2023 to Feb 29, 2024 | 3,663 | Not disclosed | Not disclosed | n/a | $902M | $168M | Not disclosed | $26.7M |
| 2022 to Feb 28, 2023 | 3,550 | Not disclosed | Not disclosed | n/a | $828M | $163M | Not disclosed | $30.2M |
- Boston Trust Walden codes 28 51 $1.1M PY2024
- ABS Investment Management codes 28 51 $355,009 PY2024
- Ziegler Capital Management, LLC codes 28 51 $351,004 PY2024
+164 more service providers
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Provenance
Pipefitters Union Local No. 537 Pension Fund sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 started2025-02-28source
- Holding in a pooled vehicle started2024-02-29source
- Holding in a pooled vehicle ended2025-02-28source
+8 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
+41 connections on the graph
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