I.U.O.E. Local 132 Pension Fund's EIN is 55-6015364.
Download the official 2024 Form 5500 (PDF) for I.U.O.E. Local 132 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 |
|---|---|---|---|---|---|
| ZACK'S INVESTMENT MANAGEMENT |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3792197 |
| CHICAGO, IL |
| NONE |
| $309K |
| — |
| DEPRINCE, RACE & ZOLLO | 59-3299598 | WINTER PLACE, FL | NONE | $66K | — |
| C. S. MCKEE ASSET MANAGEMENT | 25-1095051 | PITTSBURGH, PA | NONE | $48K | — |
| PENN CAPITAL MANAGEMENT | 22-2796848 | PHILADELPHIA, PA | NONE | $29K | — |
| BOYD WATTTERSON ASSET MGMT | 34-1922005 | CLEVELAND, OH | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PARTNERS | 98-0202744 | NEW YORK, NY | NONE | $235K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | NONE | $232K | — |
| MANNING & NAPIER | 16-0095736 | DUBLIN, OH | NONE | $200K | — |
| ASB CAPITAL | 52-2288019 | BETHESDA, MD | NONE | $188K | — |
| JP MORGAN | 13-3200244 | NEW YORK, NY | NONE | $141K | — |
| UNITED NATIONAL BANK | 55-0249860 | CHARLESTON, WV | NONE | $139K | — |
| ADAMS STREET PARTNERS, LLC | 36-4395178 | CHICAGO, IL | NONE | $115K | — |
| STEEL OAKS | 55-0754821 | WIERTON, WV | NONE | $108K | — |
| BLACKSTONE PARTNERS | 20-8875684 | NEW YORK, NY | NONE | $106K | — |
| THE HARTFORD | 13-3317783 | HARTFORD, CT | NONE | $94K | — |
| CHARTWELL INVESTMENTS | 23-2891243 | BERWYN, PA | NONE | $75K | — |
| STANDARD VALUATIONS | 41-1327339 | WHITE BEAR LAKE, MN | NONE | $72K | — |
| HARRIS, HARDIN & COMPANY, A.C. | 55-0756523 | HUNTINGTON, WV | NONE | $63K | — |
| ASSURED PARTNERS, INC | 27-5176829 | LAKE MARY, FL | NONE | $59K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | NONE | $52K | — |
| THE BERWYN GROUP, INC | 82-4722389 | MINNEAPOLIS, MN | NONE | $28K | — |
| LEDBETTER PARISI LLC | 03-0599899 | CENTERVILLE, OH | NONE | $23K | — |
| AMERICAN BENEFIT CORPORATION | 55-0572859 | ONA, WV | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 23-1902350 / PN 001 | Common Collective Trust | — | $23.4M | $68.9M | 12.3% | |
| AB Sustainable US Thematic | Mutual Funds | — | $43.2M | $46.8M | 8.4% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6188000 / PN 001 | Common Collective Trust | — | $15.5M | $25.6M | 4.6% | |
| Neuberger Berman Fixed Income Fund | Other securities | — | $15.0M | $20.6M | 3.7% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-2288019 / PN 001 | Common Collective Trust | — | $12.8M | $19.8M | 3.5% | |
| Baird Core Plus Bond Fund | Other securities | — | $21.8M | $19.3M | 3.4% | |
| Blackstone Infrastucture Partners | Other securities | — | $12.5M | $16.2M | 2.9% | |
| Funds TA Core Real Estate Property Fund, L.P | Real Estate | — | $14.7M | $15.5M | 2.8% | |
| ASP Private Income Fund LP | Other securities | — | $15.0M | $15.4M | 2.8% | |
| Hamilton Lane Senior Credit Fund | Other securities | — | $10.0M | $9.9M | 1.8% | |
| Mauna Kea Taft Hartley Partners, LP | Other securities | — | $7.8M | $9.0M | 1.6% | |
| Private Equity Funds PEG Global Private Equity X, LP | Other securities | — | $6.6M | $8.2M | 1.5% | |
| United Bank Sweep Accounts | Other securities | — | $8.1M | $8.1M | 1.4% | |
| Boyd Watterson GSA Fund, LP | Other securities | — | $6.0M | $5.5M | 1.0% | |
| Ishares Russell Mid-Cap Value | Other securities | — | $2.4M | $4.3M | 0.8% | |
| ISHARES Core S&P Midcap ETF | Other securities | — | $1.7M | $3.5M | 0.6% | |
| ISHARES Russell 2000 Value Index | Common Collective Trusts | — | $2.4M | $3.4M | 0.6% | |
| ISHARES Russell Midcap Growth | Other securities | — | $1.4M | $3.4M | 0.6% | |
| SPDR S&P 500 ETF | Common Collective Trusts | — | $1.1M | $2.8M | 0.5% | |
| Federated Hermes Government Obligations | Other securities | — | $2.7M | $2.7M | 0.5% | |
| Nvidia | Other securities | — | $418K | $2.6M | 0.5% | |
| Boyd Watterson Limited Duration | Other securities | — | $2.5M | $2.5M | 0.4% | |
| Partnerships Boyd Watterson State Government LP | Other securities | — | $2.5M | $2.3M | 0.4% | |
| Apple Inc | Common Stocks | — | $378K | $2.1M | 0.4% | |
| Ishares MSCI EAFE ETF | Other securities | — | $1.5M | $2.0M | 0.4% | |
| Meta Platforms, Inc. A | Common Stocks | — | $622K | $1.9M | 0.3% | |
| Microsoft | Other securities | — | $318K | $1.8M | 0.3% | |
| Invesco QQQ | Mutual Funds | — | $241K | $1.7M | 0.3% | |
| ISHARES Core S and P US Growth | Other securities | — | $376K | $1.7M | 0.3% | |
| Amazon.com Inc | Common Stocks | — | $587K | $1.6M | 0.3% | |
| Boyd Watterson Diversified Government REIT, Inc. | Common Stocks | — | $1.5M | $1.6M | 0.3% | |
| Federated Hermes Government Obligations | Other securities | — | $1.5M | $1.5M | 0.3% | |
| Federated Hermes Government Obligations | Other securities | — | $1.5M | $1.5M | 0.3% | |
| Meta Platforms, Inc A | Common Stocks | — | $600K | $1.5M | 0.3% | |
| Alphabet Inc Class A | Common Stocks | — | $514K | $1.4M | 0.3% | |
| Amazon.com Inc | Common Stocks | — | $754K | $1.3M | 0.2% | |
| Nvidia | Other securities | — | $979K | $1.2M | 0.2% | |
| ISHARES Dow Jones US Reit | Common Stocks | — | $930K | $1.2M | 0.2% | |
| Servicenow Inc | Common Stocks | — | $808K | $1.1M | 0.2% | |
| Mastercard Inc | Common Stocks | — | $451K | $1.0M | 0.2% | |
| AmerisourceBergen | Other securities | — | $578K | $1.0M | 0.2% | |
| JPMorgan Chase & Co | Common Stocks | — | $464K | $991K | 0.2% | |
| JP Morgan Chase & Co | Common Stocks | — | $406K | $979K | 0.2% | |
| US Treasury N/B 4.375% 5/15/2034 | U.S. Treasuries | — | $976K | $950K | 0.2% | |
| AutoZone Inc. | Common Stocks | — | $456K | $946K | 0.2% | |
| Procter & Gamble Co | Common Stocks | — | $567K | $930K | 0.2% | |
| Visa Inc Class A Shares | Common Stocks | — | $538K | $929K | 0.2% | |
| Microsoft | Common Stocks | — | $771K | $922K | 0.2% | |
| Cisco Systems Inc | Common Stocks | — | $469K | $910K | 0.2% | |
| Deutsche Post AG | Common Stocks | — | $817K | $903K | 0.2% |
