1 more adviser, 6 more managers, 23 more commitments and 16 more dated events
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Western Pennsylvania Teamsters and Employers Pension Fund
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $1.6B in assets, for 20,069 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.6B
- Funded ratio
- 45.7%
- Fund commitments
- 11
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Western Pennsylvania Teamsters and Employers Pension Fund no longer reports Alcentra European Credit Opportunit (last held $213,810 at 2023-12-31; absent from the 2024-12-31 filing).
Capital path
who backs this record, through what, into what; each name opens its own path- Global Equity Long-Only Fund LP3 commitments
- Alcentra European Credit Opp Fd II3 commitments
- Artisan Multiple Investment Trust3 commitments
- Prudential Insurance Company of Ame6 commitments
- Alcentra Ltd5 commitments
- Fiera Capital3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 30.1%
- U.S. Government securities 9.8%
- Other investments 4.3%
- Partnership/joint venture interests 9.2%
- 103-12 investment entities 3.6%
- Common/collective trusts 10.3%
- Pooled separate accounts 2.9%
- Registered investment companies 5.2%
- Common stock 18.3%
- NEW England Pension Consulants Investment adviser (plan)through Dec 31, 2022 Form 5500
- BNY Mellon, N.A. Pension consultantthrough Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
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- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Alcentra Ltd5 rows, latest Dec 31, 2024
- Fiera Capital3 rows, latest Dec 31, 2024
+6 more managers received commitments
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- Victory Capital Management Inc.plan years
- Alcentra Ltdplan years
- Ameriprise Trust Companyplan years
+20 more Schedule C managers
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- Dec 31, 2024Holding endedinferenceWestern Pennsylvania Teamsters and Employers Pension Fund no longer reports Alcentra European Credit Opportunit (last held $213,810 at 2023-12-31; absent from the 2024-12-31 filing)with Alcentra European Credit Opportunitaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern Pennsylvania Teamsters and Employers Pension Fund first reports an interest in Victory Triv Emerg Mkt Sm Cap Coll: $27M at 2024-12-31with Victory Capital International Colleaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern Pennsylvania Teamsters and Employers Pension Fund first reports an interest in EB Temporary Investment (BNY Mellon): $84M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePrudential Investment Management no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Pgim Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWalter Scott Group no longer appears on Western Pennsylvania Teamsters and Employers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Walter Scott Ncsaskebsa.dol.gov
+16 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Global Equity Long-Only Fund LP103 12 ie | Fiera Capital | Public equity | $25.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Alcentra European Credit Opp Fd II103 12 ie | Alcentra Ltd | Private credit | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $19.2M 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 Dec 31, 2024 | 20,069 | Not disclosed | Not disclosed | n/a | $1.6B | $147M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 20,504 | Not disclosed | Not disclosed | n/a | $1.6B | $123M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 21,018 | Not disclosed | Not disclosed | n/a | $1.3B | $123M | Not disclosed | Not disclosed |
- Loomis Sayles & Company, LP codes 28 51 $615,011 PY2024
- Gridiron Partners LLC codes 28 51 52 $438,748 PY2024
- Foundry Partners LLC codes 28 51 $349,164 PY2024
+126 more service providers
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Provenance
Western Pennsylvania Teamsters and Employers Pension Fund sits on 11 traced paths of capital across the graphs.
DFX traced 11 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 ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+18 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
+28 connections on the graph
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