IBEW 143 Benefit Funds - Pension Fund's EIN is 23-6537047.
Download the official 2023 Form 5500 (PDF) for IBEW 143 Benefit Funds - Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ADVISORS | 23-3087064 | — | NONE | $183K | — |
| ASB CAPITAL MGMT LLC | 80-0618452 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | $21.1M | $25.7M | 34.3% | |
| Vanguard Total International Stock ETF | Mutual Funds | — | $6.9M | $7.4M | 9.9% | |
| Baird Core Plus Bond Inst. | Other securities | — | $7.7M | $7.1M | 9.5% | |
| PGIM Total Return Bond | Other securities | — | $6.7M | $5.7M | 7.6% | |
| Ishares Core U.S. Aggregate | Other securities | — | $5.0M | $5.1M | 6.8% | |
| ABS ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257003 / PN 006 | Common Collective Trust | — | $1.5M | $4.4M | 5.9% | |
| Voya Intermediate Bond | Other securities | — | $3.7M | $3.1M | 4.2% | |
| Doubleline Core Fixed Income Inst. | Other securities | — | $3.5M | $3.1M | 4.2% | |
| Jensen Quality Growth | Other securities | — | $1.2M | $1.4M | 1.9% | |
| Ishares Intermediate Term Corporate Bond ETF | Other securities | — | $1.5M | $1.4M | 1.8% | |
| Vanguard FTSE Developed Market ETF | Mutual Funds | — | $1.2M | $1.4M | 1.8% | |
| MainStay MacKay High Yield Corp Bond | Common Stocks | — | $1.1M | $1.1M | 1.5% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | $1.0M | $1.1M | 1.5% | |
| JOHCM International Select | Other securities | — | $901K | $988K | 1.3% | |
| Harding Loevner International Equity Portfolio Inst. | Other securities | — | $905K | $961K | 1.3% | |
| Wilmington U.S. Government Money Market | Cash / Money Market | — | $824K | $824K | 1.1% | |
| Ishares MSCI Emerging Market Ex China | Other securities | — | $659K | $697K | 0.9% | |
| Vanguard FTSE All World-US Small Cap | Mutual Funds | — | $658K | $675K | 0.9% | |
| Hartford SCHR EM Mkrt Eq | Other securities | — | $702K | $645K | 0.9% | |
| Equus Investment Partnership X, LP | Other securities | — | $169K | $521K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| D H EVANS TPA DBA PATH ADMIN | 42-1226464 | — | NONE | $181K | — |
| COWDEN ASSOCIATES | — | PITTSBURGH, PA | NONE | $36K | — |
| WILLIG, WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $25K | — |
| M & T INV (WILMINGTON TRUST) | 16-0538020 | — | NONE | $25K | — |
| PACKER THOMAS | 34-1667340 | — | NONE | $13K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $5K | — |
