IBEW Local 269 Pension Fund's EIN is 23-7301491.
Download the official 2024 Form 5500 (PDF) for IBEW Local 269 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INVESTMENTS | — | NEW YORK, NY | NONE | $77K | — |
| VANGUARD INSTITUTION INVESTOR SERVI | 23-7825314 | PHILADELPHIA, PA | NONE | $26K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Fd | Mutual Funds | — | $46.2M | $78.3M | 35.5% | |
| Voya Intermediate Bond Fd-I | Other securities | — | $27.0M | $23.6M | 10.7% | |
| Baird Core Bond Fund | Other securities | — | $26.0M | $23.5M | 10.7% | |
| TCW MetWest Ttl Return Bd Cl I | Other securities | — | $26.7M | $23.0M | 10.4% | |
| Vanguard Total Int St Idx-Is | Common Collective Trusts | — | $13.4M | $14.5M | 6.6% | |
| JH Disc Val Intl-R6 | Other securities | — | $13.7M | $11.9M | 5.4% | |
| WCM Focused Intl Growth-Ins | Other securities | — | $7.8M | $9.5M | 4.3% | |
| WF Govt MM Fd-Instl #1751 | Other securities | — | $5.5M | $5.5M | 2.5% | |
| New Tower Multiemployer Property Trust | Other securities | — | $2.6M | $5.4M | 2.5% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST CO. · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.5% | |
| Golub Capital Ptnrs Intl 12 LP | Other securities | — | $2.2M | $2.2M | 1.0% | |
| Atel Private Dbt Partners II LLC | Other securities | — | $1.3M | $1.5M | 0.7% | |
| Encompass Health Corp | Common Stocks | — | $228K | $381K | 0.2% | |
| Ensign Group Inc | Common Stocks | — | $170K | $367K | 0.2% | |
| Cohen & Steers Inc | Common Stocks | — | $239K | $365K | 0.2% | |
| Hamilton Lane Inc | Common Stocks | — | $197K | $351K | 0.2% | |
| Lemaitre Vascular Inc | Common Stocks | — | $177K | $343K | 0.2% | |
| Kinsale Capital Group Inc | Common Stocks | — | $217K | $339K | 0.2% | |
| GFL Environment Inc-Su Vt | Common Stocks | — | $270K | $332K | 0.2% | |
| Standex Intl Corp | Common Stocks | — | $153K | $317K | 0.1% | |
| Reliance Inc | Common Stocks | — | $169K | $314K | 0.1% | |
| Caseys Gen Stories Inc | Common Stocks | — | $148K | $312K | 0.1% | |
| Matador Resources Co | Common Stocks | — | $272K | $298K | 0.1% | |
| Dicks Sporting Goods Inc | Common Stocks | — | $158K | $297K | 0.1% | |
| Ryman Hospitality Properties | Other securities | — | $307K | $297K | 0.1% | |
| Wesco Intl Inc | Common Stocks | — | $246K | $297K | 0.1% | |
| Home Bancshares Inc/Conway Ar | Common Stocks | — | $179K | $296K | 0.1% | |
| Air Lease Corp | Common Stocks | — | $254K | $290K | 0.1% | |
| Morning Star Inc | Common Stocks | — | $171K | $287K | 0.1% | |
| Henry Jack & Assoc Inc Com | Common Stocks | — | $267K | $284K | 0.1% | |
| Brookfield Infreastructure Corp Cl A | Common Stocks | — | $278K | $280K | 0.1% | |
| Prosperity Bancshares Inc | Common Stocks | — | $222K | $280K | 0.1% | |
| Boardridge Financial Solutions | Other securities | — | $175K | $276K | 0.1% | |
| Chruchhill Down Inc | Common Stocks | — | $201K | $275K | 0.1% | |
| Valmont Inds Inc | Common Stocks | — | $213K | $271K | 0.1% | |
| Torreno Realty Corp | Common Stocks | — | $287K | $268K | 0.1% | |
| Wingstop | Other securities | — | $128K | $264K | 0.1% | |
| Chesapeake Utils Corp | Common Stocks | — | $257K | $264K | 0.1% | |
| Travel + Leisure Co | Common Stocks | — | $244K | $264K | 0.1% | |
| Power Intergrations Inc Com | Common Stocks | — | $289K | $261K | 0.1% | |
| Steris Plc | Common Stocks | — | $245K | $259K | 0.1% | |
| Pool Corporation | Common Stocks | — | $265K | $258K | 0.1% | |
| Dominos Pizza Inc | Common Stocks | — | $235K | $257K | 0.1% | |
| Chemed Corp New | Common Stocks | — | $242K | $255K | 0.1% | |
| Kulicke & Soffa Inds Inc | Common Stocks | — | $284K | $254K | 0.1% | |
| Bentley Systems Inc | Common Stocks | — | $265K | $248K | 0.1% | |
| Facset Resh Sys Inc Com | Common Stocks | — | $175K | $246K | 0.1% | |
| Nexstar Media Group Inc | Common Stocks | — | $183K | $242K | 0.1% | |
| Transunion | Other securities | — | $170K | $242K | 0.1% | |
| Hexcel Corp New Com | Common Stocks | — | $264K | $237K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| VANGUARD | 13-1423090 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | — | LAGUNA BEACH, CA | NONE | $100K | — |
| WESTERN ASSET MANAGEMENT | 94-2672851 | — | NONE | $98K | — |
| LAZARD ASSET MANAGEMENT LLC | — | NEW YORK, NY | NONE | $95K | — |
| COPELAND CAPITAL MANAGEMENT, LLC | 20-3145515 | — | NONE | $88K | — |
| PFM ADVISORS | 22-2393763 | PHILADELPHIA, PA | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | 22-2951202 | CRANFORD, NJ | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO. | 22-1750854 | WEST TRENTON, NJ | NONE | $330K | — |
| WACHOVIA BANK NA | 22-0781130 | MORRISTOWN, NJ | NONE | $270K | — |
| BAIRD FUNDS INC. C/O U.S. BANCORP | — | MILWAUKEE, WI | NONE | $67K | — |
| MEPT NEWTOWER TRUST | 30-0872552 | — | NONE | $48K | — |
| BENTALL GREEN OAK | 52-6218800 | — | NONE | $47K | — |
| PELLETTIERI, RABSTEIN & ALTMAN | 22-2353673 | — | NONE | $31K | — |
| THE MCKEOGH COMPANY | — | WEST CONSHOHOCKEN, PA | NONE | $24K | — |
| ALLSPRING GLOBAL INVESTMENTS LLC | — | SAN FRANCISCO, CA | NONE | $10K | — |