3 more advisers, 1 more manager and 12 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Plumbers and Pipefitters Local Union No 333 Pension Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $301M in assets, for 1,412 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $301M
- Funded ratio
- 94.9%
- Fund commitments
- 5
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Plumbers and Pipefitters Local Union No 333 Pension Fund total assets $268M -> $301M (+12.6%, 2024-06-30 to 2025-06-30).
Capital path
who backs this record, through what, into what; each name opens its own path- NIS High Yield Fund, LLC3 commitments
- Comerica Short-Term Fund3 commitments
- NIS Core Fixed Income Fund, LLC3 commitments
- National Investment Services6 commitments
- Comerica Bank3 commitments
- Titanium3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.8%
- Insurance company general account 0.6%
- Other investments 0.0%
- Partnership/joint venture interests 6.8%
- Common/collective trusts 13.8%
- Registered investment companies 76.6%
- Evaluations Consultants, LLC General consultantthrough Jun 30, 2023 Form 5500
- Strategic Capital Inv Advisors Pension consultantthrough Jun 30, 2023 Form 5500
- National Investment Services Custodianthrough Jun 30, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- National Investment Services6 rows, latest Jun 30, 2025
- Comerica Bank3 rows, latest Jun 30, 2025
- Titanium3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- National Investment Servicesplan years 2023
- Smart Markets Fund, LPplan years 2025
- Stockbridge Niche Logistics Fd LPplan years 2025
- Jun 30, 2025Assets changedPlumbers and Pipefitters Local Union No 333 Pension Fund total assets $268M -> $301M (+12.6%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedPlumbers and Pipefitters Local Union No 333 Pension Fund funded ratio 92.6% -> 94.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedPlumbers and Pipefitters Local Union No 333 Pension Fund plan assets $232M -> $267M (+15.1%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedPlumbers and Pipefitters Local Union No 333 Pension Fund total assets $232M -> $268M (+15.4%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Consultant changedinferenceEvaluations Consultants LLC no longer appears on Plumbers and Pipefitters Local Union No 333 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Evaluations Consultants, LLCaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $50,933 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $29.8M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 1,412 | Not disclosed | Not disclosed | n/a | $301M | $20.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,386 | Not disclosed | Not disclosed | n/a | $268M | $22.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,312 | Not disclosed | Not disclosed | n/a | $232M | $18.9M | Not disclosed | Not disclosed |
- National Investment Services codes 18 27 28 33 50 51 $110,998 PY2024
- Novara Law Group PLLC codes 29 50 $88,362 PY2024
- United Actuarial Services, Inc. codes 11 17 50 $85,200 PY2024
+48 more service providers
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Provenance
Plumbers and Pipefitters Local Union No 333 Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Funded status changed2024-07-01source
- Consultant changed2023-12-31source
- Total assets changed2024-07-01source
+2 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
+11 connections on the graph
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