2 more advisers, 2 more managers and 15 more commitments
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Plumbers Local Union No. 690 Pension Fund
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $284M in assets, for 1,666 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $284M
- Funded ratio
- 103.9%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jul 2024, Plumbers Local Union No. 690 Pension Fund funded ratio 100.5% -> 103.9% (2023-07-01 to 2024-07-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 1000 Value Index Sl Fund3 commitments
- Russell 1000 Growth Index Sl Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- Chevy Chase Trust3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.6%
- Corporate debt instruments (other) 2.3%
- Corporate debt instruments (preferred) 5.8%
- U.S. Government securities 6.2%
- Other investments 0.4%
- Partnership/joint venture interests 31.5%
- Common/collective trusts 45.2%
- Common stock 6.9%
- Investment Performance Services General consultantthrough Jun 30, 2023 Form 5500
- The Mckeogh Company Actuarythrough Jun 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company6 rows, latest Jun 30, 2025
- Chevy Chase Trust3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+2 more managers received commitments
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- Loomis Sayles Trust Companyplan years 2025
- Loomis Saylesplan years 2023
- Chartwell Investment Partnersplan years 2023
+2 more Schedule C managers
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- Jul 1, 2024Funded status changedPlumbers Local Union No. 690 Pension Fund funded ratio 100.5% -> 103.9% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedPlumbers Local Union No. 690 Pension Fund funded ratio 98.2% -> 100.5% (2022-07-01 to 2023-07-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Russell 1000 Value Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $38.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Russell 1000 Growth Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $40.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | Chevy Chase Trust | Real estate | $3.6M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 1,666 | Not disclosed | Not disclosed | n/a | $284M | $89.4M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,672 | Not disclosed | Not disclosed | n/a | $265M | $87.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,652 | Not disclosed | Not disclosed | n/a | $247M | $82.6M | Not disclosed | Not disclosed |
- Boyd Watterson Asset Mgmt codes 19 31 51 $323,184 PY2024
- Loomis Sayles & Company L.P. codes 51 68 $167,462 PY2024
- Hardman Johnston Intl Equity Group codes 19 51 $138,541 PY2024
+80 more service providers
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Provenance
Plumbers Local Union No. 690 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
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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