6 more advisers, 3 more managers, 20 more commitments and 8 more dated events

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Steelworkers Pension Trust

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $7.2B in assets, for 125,140 participants.

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

Assets
$7.2B
Funded ratio
98.7%
Fund commitments
8
Managers
2
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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: 31 Dec 2024, Fred Alger Management appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Steelworkers Pension Trust
Funds committed to
All 8
Managers
All 6
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$7.2B
Total assets, Dec 31, 2024 reported
Funded
98.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
2 managers on Schedule C
Plan sponsor: Steelworkers Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 10.1%
  • Corporate debt instruments (preferred) 0.0%
  • U.S. Government securities 8.5%
  • Other investments 3.4%
  • Partnership/joint venture interests 8.6%
  • Common/collective trusts 30.5%
  • Registered investment companies 0.4%
  • Common stock 32.9%
  • Preferred stock 0.0%
  • Real estate (other than employer real property) 4.3%
Consultants and advisers
9 firms

+6 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
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

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From Schedule C (investment management, code 28)

+23 more Schedule C managers

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

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What changed
13 events
  • Dec 31, 2024Manager relationship started
    Fred Alger Management appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fred Alger Management, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Sierra Investment Partners appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sierra Investment Partners Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    ASF Ix appears on Steelworkers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with ASF Ixaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    Steelworkers Pension Trust plan assets $5.8B -> $6.5B (+11.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Steelworkers Pension Trust first reports an interest in ASB Allegiance Real Estate Fund (ABS Allegiance Real Estate): $10,731 at 2023-12-31
    with ABS Allegiance Real Estateaskebsa.dol.gov

+8 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Short Term Invcollective trustNorthern Trust InvestmentsCash$147M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 1000 Growth Icollective trustNorthern Trust Investments, Inc.Pooled vehicles$179M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024LSV International Equity Trustcollective trustLSV Asset ManagementPublic equity$228M heldDisclosed holdingaskebsa.dol.gov

+20 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
$7.2B Dec 31, 2024 reported Form 5500
$6.6B (2023-12) · $5.9B (2022-12)
Plan assets
$6.5B Jan 1, 2024 reported Form 5500
$5.8B (2023-01) · $6.9B (2022-01)
Net assets
$7.2B Dec 31, 2024 reported Form 5500
$6.5B (2023-12) · $5.8B (2022-12)
Funded ratio
98.7% Jan 1, 2024 reported Form 5500
97.4% (2023-01) · 94.8% (2022-01)
Participants
125,140 Jan 1, 2024 reported Form 5500
124,532 (2023-01) · 114,774 (2022-01)
Contributions
$296M Dec 31, 2024 reported Form 5500
$296M (2023-12) · $262M (2022-12)
Benefits paid
$429M Dec 31, 2024 reported Form 5500
$411M (2023-12) · $392M (2022-12)
Net investment income
$694M Dec 31, 2024 reported Form 5500
$656M (2023-12) · -$1.1B (2022-12)
Investment management fees
$23.6M Dec 31, 2024 reported Form 5500
$23.6M (2023-12) · $24.0M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024125,140Not disclosedNot disclosedn/a$7.2B$623MNot disclosed$309M
2023 to Dec 31, 2023124,532Not disclosedNot disclosedn/a$6.6B$360MNot disclosed$356M
2022 to Dec 31, 2022114,774Not disclosedNot disclosedn/a$5.9B$228MNot disclosed$330M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+162 more service providers

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Provenance
Identifiers: EIN-PN 236648508-499
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

Steelworkers Pension Trust sits on 25 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 25 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 started
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Manager relationship started
    2023-12-31source

+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

+36 connections on the graph

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