Trustees, Plumbers' & Pipefitters' Local Pension Fund's EIN is 43-0759836.
Download the official 2024 Form 5500 (PDF) for Trustees, Plumbers' & Pipefitters' Local 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 |
|---|---|---|---|---|---|
| COMMERCE BANK | 43-0356370 | — | CUSTODIAL | $95K | — |
| Name | EIN | Location |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| KENNEDY CAPITAL MANAGEMENT INC | 43-1225960 | — | NONE | $378K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&P WELFARE EDUCATIONAL FUND | 43-0657966 | — | AFFILIATE | $320K | — |
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | NONE | $106K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $105K | — |
| PROLOAN BOND FUND LLC | 26-3436991 | — | NONE | $72K | — |
| HARTNETT REYES-JONES, LLC | 43-1205253 | — | NONE | $65K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $60K | — |
| NORTHERN TRUST CORP | 36-2723087 | — | NONE | $24K | — |
| GREENSFELDER, HEMKER AND GALE | 43-1313567 | — | NONE | $18K | — |
| HITS SCANNING SOLUTIONS | 43-1548486 | — | NONE | $8K | — |
| AFL-CIO HOUSING INVESTMENT TRUST | — | WASHINGTON, DC | NONE | $7K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| CHARLES L. CRANE AGENCY | 43-1394059 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FD-INST 344,054.58 shares | Mutual Funds | — | $69.7M | $164.8M | 20.1% | |
| VANGUARD TOTAL BOND MARKET 11,085,456.85 shares | Mutual Funds | — | $115.3M | $105.1M | 12.8% | |
| VANGUARD MID-CAP GROWTH INDEX FUND 756,800.04 shares | Common Collective Trusts | — | $34.7M | $82.7M | 10.1% | |
| VANGUARD DEVELOPED MARKETS INDEX 3,678,826.03 shares | Mutual Funds | — | $44.8M | $56.6M | 6.9% | |
| NUVEEN SYMPHONY FLOATING RATE 2,602,238.44 shares | Mutual Funds | — | $49.8M | $47.6M | 5.8% | |
| Investment in Limited Partnership IIF ERISA HEDGE FUND 47,186,625.47 units | Other securities | — | $46.9M | $45.4M | 5.5% | |
| VANGUARD SMALL CAP VALUE INDEX 866,481.14 shares | Mutual Funds | — | $21.8M | $41.3M | 5.0% | |
| VANGUARD HIGH YIELD CORPORATE FUND 7,464,036.91 shares | Mutual Funds | — | $43.1M | $40.5M | 4.9% | |
| VANGUARD EMERGING MARKETS STOCK 1,344,316.31 shares | Mutual Funds | — | $42.1M | $37.6M | 4.6% | |
| Investment Trust MORGAN STANLEY PRIME PROPERTY FUND 1,715.67 units | Real Estate | — | $34.1M | $33.1M | 4.0% | |
| Investment in Limited Liability Company PROLOAN BOND FUND 11,971.70 units | Common Stocks | — | $27.9M | $20.8M | 2.5% | |
| VANGUARD FTSE ALL-WORLD EX-US 88,793.94 shares | Mutual Funds | — | $19.4M | $19.4M | 2.4% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | $12.2M | $17.3M | 2.1% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | $14.3M | $13.5M | 1.6% | |
| See independent auditors' report. | Other securities | — | $8.8M | $10.4M | 1.3% | |
| See independent auditors' report. | Other securities | — | $7.9M | $10.1M | 1.2% | |
| See independent auditors' report. | Other securities | — | $8.2M | $9.7M | 1.2% | |
| REGIONS BANK 3.9% working capital sweep accounts | Bonds / Notes | — | $4.9M | $4.9M | 0.6% | |
| AFL-CIO HOUSING INVESTMENT TRUST 2,423.64 shares | Mutual Funds | — | $2.8M | $2.3M | 0.3% | |
| Money Market Funds FINANCIAL SQUARE TR GOVERNMENT 1,672,800 shares | Cash / Money Market | — | $1.7M | $1.7M | 0.2% | |
| ARIS WATER SOLUTIONS INC shares, common stock | Common Stocks | — | $346K | $813K | <0.1% | |
| UNITED STATES TREASURY BOND 2.75% 11/15/2047 | U.S. Treasuries | — | $906K | $758K | <0.1% | |
| BANK OZK shares, common stock | Common Stocks | — | $503K | $722K | <0.1% | |
| PINNACLE FINANCIAL PARTNERS shares, common stock | Common Stocks | — | $335K | $692K | <0.1% | |
| UNITED STATES TREASURY NOTE 0.88% 11/15/2030 | U.S. Treasuries | — | $783K | $675K | <0.1% | |
| UNITED STATES TREASURY NOTE 1.63% 11/30/2026 | U.S. Treasuries | — | $701K | $667K | <0.1% | |
| UNITED STATES TREASURY BOND 3.13% 5/15/2048 | U.S. Treasuries | — | $743K | $656K | <0.1% | |
| UNITED STATES TREASURY BOND 2.25% 8/15/2046 | U.S. Treasuries | — | $1.1M | $636K | <0.1% | |
| ALAMO GROUP INC shares, common stock | Common Stocks | — | $299K | $635K | <0.1% | |
| NORTHERN OIL AND GAS INC shares, common stock | Common Stocks | — | $400K | $632K | <0.1% | |
| AZZ INC shares, common stock | Common Stocks | — | $359K | $600K | <0.1% | |
| UNITED STATES TREASURY NOTE 4.38% 5/15/1934 | U.S. Treasuries | — | $596K | $581K | <0.1% | |
| s 1ST SOURCE CORP shares, common stock | Common Stocks | — | $399K | $578K | <0.1% | |
| RANGE RESOURCES CORPORATION shares, common stock | Common Stocks | — | $492K | $575K | <0.1% | |
| ATLAS ENERGY SOLUTIONS INC shares, common stock | Common Stocks | — | $541K | $565K | <0.1% | |
| BELLRING BRANDS INC shares, common stock | Common Stocks | — | $183K | $562K | <0.1% | |
| COLUMBIA BANKING SYSTEM INC shares, common stock | Common Stocks | — | $443K | $560K | <0.1% | |
| MESA LABORATORIES INC shares, common stock | Common Stocks | — | $626K | $547K | <0.1% | |
| CHEFS WAREHOUSE HOLDINGS IN shares, common stock | Common Stocks | — | $450K | $543K | <0.1% | |
| WINTRUST FINANCIAL CORP shares, common stock | Common Stocks | — | $163K | $540K | <0.1% | |
| GATES INDUSTRIAL CORP PLC ADR shares, common stock | Common Stocks | — | $460K | $531K | <0.1% | |
| KITE REALTY GROUP TRUST shares, common stock | Common Stocks | — | $427K | $521K | <0.1% | |
| s (Continued) NATIONAL BANK HOLDINGS CORPORATION shares, common stock | Common Stocks | — | $388K | $513K | <0.1% | |
| TEXAS CAPITAL BANCSHARES INC shares, common stock | Common Stocks | — | $364K | $505K | <0.1% | |
| MERCURY SYSTEMS INC shares, common stock | Common Stocks | — | $460K | $498K | <0.1% | |
| APPLIED MATERIALS INC 3.90% 10/1/2025 | Bonds / Notes | — | $526K | $498K | <0.1% | |
| WESCO INTERNATIONAL INC shares, common stock | Common Stocks | — | $387K | $496K | <0.1% | |
| BANC OF CALIFORNIA INC shares, common stock | Common Stocks | — | $382K | $490K | <0.1% | |
| UNITED STATES TREASURY BOND 2.50% 2/15/2045 | U.S. Treasuries | — | $747K | $486K | <0.1% | |
| s (Continued) GIBRALTAR INUSTRIES INC shares, common stock | Common Stocks | — | $407K | $479K | <0.1% |
