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Original filing (PDF)20260311143420NAL0005399936001
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN
Form 5500
FILING_RECEIVED
CALIFORNIA IRONWORKERS FIELD PENSION TRUST
Defined-benefit pension plan
Signals · 3
31% in single holdingNo recordkeeper disclosed38 service providers
Active participants
9,028
Accounts w/ balance
—
Plan assets (EOY)
$3.5B
Net assets (EOY)
$3.5B
How this plan invests
This plan
5 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "COMMON/COLLECTIVE TRUST" is 31% of plan.
- 33 bps in Schedule C fees — 562% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN.
Plan sponsor
Name
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN
EIN
95-6042866
Address
131 N. EL MOLINO AVENUE, SUITE 330 · PASADENA, CA · 911011812
Phone
(626) 792-7337
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
38 rowsOther
38Investments
8 direct securities · 5 pooled funds· $4.6B(100% of reported assets)
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.
Uncategorized
$1.8B
6 holdings
Common Collective Trusts
$1.1B
1 holding
Common Collective Trust
$768.2M
4 holdings
PARTNERSHIP/JOINT VENTURE
$521.5M
1 holding
103-12 Investment Entity
$435.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMMON/COLLECTIVE TRUST | Common Collective Trusts | — | $791.5M | $1.1B | 30.5% | |
| REGISTERED INVESTMENT COMPANIES | — | — | $680.8M | $1.0B | 28.7% | |
| CORPORATE STOCK - COMMON | — | — | $514.3M | $562.6M | 16.0% | |
| INTEREST | PARTNERSHIP/JOINT VENTURE | — | $514.0M | $521.5M | 14.8% | |
| SCHRODER COLLECTIVE INVESTMENT TR SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $440.0M | 12.5% | |
| INTL EQUITY - ACWI EX US FUND ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003 | 103-12 Investment Entity | — | — | $435.1M | 12.3% | |
| U. S. GOVERNMENT SECURITIES | — | — | $144.7M | $144.8M | 4.1% | |
| BNYM MELLON DB SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | — | — | $133.9M | 3.8% | |
| RUSS 2500 ALPHA TRUST TILTS FD CL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-4547654 / PN 001 | Common Collective Trust | — | — | $131.2M | 3.7% | |
| CORPORATE DEBT INSTRUMENTS | — | — | $72.2M | $72.5M | 2.1% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $63.2M | 1.8% | |
| CORPORATE DEBT INSTRUMENTS - PREFERRED | — | — | $45.5M | $45.8M | 1.3% | |
| INTEREST-BEARING CASH | — | — | $699K | $719K | <0.1% |