3 more advisers, 8 more managers, 32 more commitments and 2 more dated events
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Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund
Taft-Hartley plan, based in Mercer Island, Washington, reporting $425M in assets, for 2,364 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $425M
- Funded ratio
- 105.0%
- Fund commitments
- 12
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund no longer reports Russell 1000 Pooled Index Trust (last held $37M 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- Invesco Balanced-Risk Allocation Tr3 commitments
- Commingled Pension Trust Fund (spec3 commitments
- ASB Labor Equity Index Fund3 commitments
- Northern Trust Investments, Inc.6 commitments
- Invesco Trust Company3 commitments
- Jpmorgan Special Situations3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.8%
- Non-interest-bearing cash 1.6%
- Partnership/joint venture interests 20.5%
- 103-12 investment entities 8.8%
- Common/collective trusts 39.0%
- Pooled separate accounts 1.0%
- Registered investment companies 0.9%
- Common stock 11.9%
- J.P. Morgan Investment Management Investment adviser (plan)through Jun 30, 2024 Form 5500
- BHA Consulting General consultantActuarythrough Jun 30, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
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- Northern Trust Investments, Inc.6 rows, latest Jun 30, 2025
- Invesco Trust Company3 rows, latest Jun 30, 2025
- Jpmorgan Special Situations3 rows, latest Jun 30, 2025
+8 more managers received commitments
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- Rhumbline Advisorsplan years
- Invesco Trust Companyplan years 2023
- Wedge Capitalplan years 2024
+8 more Schedule C managers
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- Jun 30, 2025Holding endedinferenceIron Workers Local No. 5 & Iwea Employees Pension Trust Fund no longer reports Russell 1000 Pooled Index Trust (last held $37M at 2024-06-30; absent from the 2025-06-30 filing)with Russell 1000 Pooled Index Trustaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRhumbline Advisors appears on Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Rhumbline Advisers Corpaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedJ.P. Morgan Investment appears on Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedUllico Investment Advisors, Inc appears on Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan no longer appears on Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morganaskebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $33.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $24.0M held | Disclosed holding | askebsa.dol.gov |
+32 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 | 2,364 | Not disclosed | Not disclosed | n/a | $425M | $87.1M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,375 | Not disclosed | Not disclosed | n/a | $400M | $86.2M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,653 | Not disclosed | Not disclosed | n/a | $373M | $91.9M | Not disclosed | Not disclosed |
- J.P. Morgan Investment codes 27 28 50 52 $632,841 PY2024
- Wpas, Inc. codes 13 50 $272,435 PY2024
- Wedge Capital Management codes 28 51 68 $237,217 PY2024
+94 more service providers
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Provenance
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund sits on 15 traced paths of capital across the graphs.
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
- Holding in a pooled vehicle ended2025-06-30source
- Manager relationship started2023-12-31source
- Manager relationship started2023-12-31source
+4 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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