3 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Conning-Goodwin Core Plus Bond Cif

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
3
No date on record · this record
Public LPs
3
distinct allocators on the tape
Rows
3
across successive reports
Held, latest filings
$55.5M
one row per plan
Latest
Jun 30, 2025
effective date
Plans holding an interest
3 allocators
AllocatorDisclosedStateApprovedClosedReported
Ibew Local Union No. 98, Zone 2 Pension Trust FundNot disclosedheld--Dec 31, 2023
Plumbers Local 9 Pension PlanNot disclosedheld--Jun 30, 2025
Refrigeration, A/c & Service Div. (ua-Nj) Pension PlanNot disclosedheld--Feb 28, 2023
Every row
6 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Plumbers Local 9 Pension PlanConning-Goodwin Core Plus Bond Cifcollective trustFixed income$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers Local 9 Pension PlanConning-Goodwin Core Plus Bond Cifcollective trustFixed income$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew Local Union No. 98, Zone 2 Pension Trust FundConning-Goodwin Core Plus Bond Cifcollective trustFixed income$19.4M heldDisclosed holdingaskebsa.dol.gov

+3 more commitment rows

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
Ask DFX