3 more advisers, 4 more managers, 18 more commitments and 8 more dated events

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Southern California Ibew-Neca Pension Plan

Taft-Hartley plan· Pasadena, California

Taft-Hartley plan, based in Pasadena, California, reporting $1.6B in assets, for 18,619 participants.

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

Assets
$1.6B
Funded ratio
77.3%
Fund commitments
8
Managers
7
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (8)Allocation policyManagers
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: 30 Jun 2025, Southern California Ibew-Neca Pension Plan no longer reports Alcentra European Credit Opportunit (last held $18,915 at 2024-06-30; absent from the 2025-06-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Southern California Ibew-Neca Pension Plan
Funds committed to
All 8
Managers
All 7
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.6B
Total assets, Jun 30, 2025 reported
Funded
77.3%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
8
7 managers on Schedule C
Plan sponsor: Board of Trustees, Southern California Ibew-Neca
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.9%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.4%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 2.1%
  • Other investments 3.2%
  • Other loans 3.8%
  • Partnership/joint venture interests 22.3%
  • 103-12 investment entities 11.5%
  • Common/collective trusts 12.4%
  • Common stock 35.0%
  • Real estate (other than employer real property) 1.4%
Consultants and advisers
6 firms

+3 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
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+15 more Schedule C managers

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What changed
13 events
  • Jun 30, 2025Holding endedinference
    Southern California Ibew-Neca Pension Plan no longer reports Alcentra European Credit Opportunit (last held $18,915 at 2024-06-30; absent from the 2025-06-30 filing)
    with Alcentra European Credit Opportunitaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loomis, Sayles & Company Inc. appears on Southern California Ibew-Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Kayne Anderson Capital Advisors LP appears on Southern California Ibew-Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Rael & Letson appears on Southern California Ibew-Neca Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Rael & Letsonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    National Investment Services appears on Southern California Ibew-Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with National Investment Svcs of Ameraskebsa.dol.gov

+8 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
21 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Goldentree Multi-Sector Fund Offshocollective trustGoldentree Asset ManagementPooled vehicles$96.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jpmcb Strategic Property Fundcollective trustJpmorgan Chase Bank, N.A.Real estate$42.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$27.7M heldDisclosed holdingaskebsa.dol.gov

+18 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
30 readings
Total assets
$1.6B Jun 30, 2025 reported Form 5500
$1.5B (2024-06) · $1.4B (2023-06)
Plan assets
$1.5B Jul 1, 2024 reported Form 5500
$1.4B (2023-07) · $1.3B (2022-07)
Net assets
$1.6B Jun 30, 2025 reported Form 5500
$1.5B (2024-06) · $1.4B (2023-06)
Funded ratio
77.3% Jul 1, 2024 reported Form 5500
77.4% (2023-07) · 78.0% (2022-07)
Participants
18,619 Jul 1, 2024 reported Form 5500
17,959 (2023-07) · 17,780 (2022-07)
Contributions
$109M Jun 30, 2025 reported Form 5500
$109M (2024-06) · $109M (2023-06)
Benefits paid
$136M Jun 30, 2025 reported Form 5500
$133M (2024-06) · $129M (2023-06)
Net investment income
$74.7M Jun 30, 2025 reported Form 5500
$92.6M (2024-06) · $74.6M (2023-06)
Investment management fees
$7.2M Jun 30, 2025 reported Form 5500
$5.8M (2024-06) · $6.2M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202518,619Not disclosedNot disclosedn/a$1.6B$357MNot disclosed$21.7M
2023 to Jun 30, 202417,959Not disclosedNot disclosedn/a$1.5B$363MNot disclosed$20.7M
2022 to Jun 30, 202317,780Not disclosedNot disclosedn/a$1.4B$354MNot disclosed$27.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+96 more service providers

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Provenance
Identifiers: EIN-PN 956392774-001
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

Southern California Ibew-Neca Pension Plan sits on 15 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 15 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

13 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Manager relationship started
    2024-12-31source

+10 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

+25 connections on the graph

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