Steelworkers Pension Trust
Sponsored by Steelworkers Pension Trust · EIN 236648508 · Plan #499 · Pittsburgh, PA
- Total assets
- $7.2B
- Net assets
- $7.2B
- Active participants
- 43,601
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 94% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | fuzzy_auto · 98% | 2024 |
| Fred Alger Management, Llc CRD 106750 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Epoch Investment Partners, Inc. CRD 131556 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Frontier Capital Management Co Llc CRD 106274 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Direct payment from the plan, Plan administrator, Recordkeeping | $2,980,545 |
| Jpmorganchase Bank, Na Real Estate | Investment management, Investment advisory (plan), Trustee (discretionary) | $2,253,805 |
| Peregrine Capital Management | Investment management fees (direct), Soft dollars commissions, Other fees | $1,924,862 |
| Frontier Capital Management | Investment management, Investment management fees (direct) | $1,895,267 |
| Epoch Investment Partners | Investment management, Investment management fees (direct) | $1,852,613 |
| Fred Alger Management | Investment management, Investment management fees (direct), Soft dollars commissions | $1,593,609 |
| Wedge Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $1,429,185 |
| Globeflex Capital, Lp | Investment management fees (direct), Soft dollars commissions | $1,366,546 |
| Loomis Sayles Group | Investment management, Investment management fees (direct) | $1,339,251 |
| Siguler Guff Advisors | Investment management, Investment management fees (direct) | $1,252,331 |
| Asf Ix | Investment management, Investment management fees (direct) | $1,183,683 |
| Mfs Institutional Advisors Inc | Investment management, Investment management fees (direct) | $1,145,086 |
| Lsv Int'l Value Equity Trust | Investment management, Investment management fees (direct) | $1,093,051 |
| Asb Allegiance Real Estate Fund | Trustee (individual), Trustee (institutional), Investment management | $971,714 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $946,460 |
| Wtc Ctf Opportunistic Fixed Income | Investment management fees (direct), Investment management | $870,629 |
| Sierra Investment Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $674,115 |
| Jpmorgan Investment Management Inc | Investment management, Investment advisory (plan) | $648,416 |
| Northern Trust Co | Custodial (securities), Investment management, Securities brokerage commissions | $599,570 |
| Laner Muchin | Legal, Direct payment from the plan | $596,718 |
| Metropolitan West Asset Management | Investment management, Investment management fees (direct) | $365,075 |
| Ag Core Realty Fund Iv Lp | Investment management, Investment management fees (indirect) | $354,952 |
| Cheiron | Direct payment from the plan, Actuarial | $228,018 |
| Consulting Group Morgan Stanley, Sm | Direct payment from the plan, Consulting (pension), Investment management | $225,000 |
| Kreischer Miller | Direct payment from the plan, Accounting | $182,450 |
| Daniel Bosh | Employee (plan), Direct payment from the plan | $155,023 |
| Tucker Arensburg | Direct payment from the plan, Legal | $146,785 |
| Deborah Chorba | Employee (plan), Direct payment from the plan | $128,723 |
| Michelle Bonham | Employee (plan), Direct payment from the plan | $124,650 |
| Dennis Powell | Employee (plan), Direct payment from the plan | $124,650 |
| Scantek | Direct payment from the plan, Recordkeeping | $86,207 |
| Bny Mellon | Investment management, Investment management fees (direct) | $73,135 |
| Hayley Holzworth | Employee (plan), Direct payment from the plan | $67,507 |
| Hbkit Llc Vertilocity | Direct payment from the plan, Consulting (general), Recordkeeping | $64,224 |
| Stanford White | Employee (plan), Direct payment from the plan | $59,052 |
| Paul Rogers | Employee (plan), Direct payment from the plan | $59,052 |
| Cynthia Mendoza | Employee (plan), Direct payment from the plan | $59,052 |
| Wanda Murphy | Employee (plan), Direct payment from the plan | $31,291 |
| Automated Data Processing | Direct payment from the plan, Recordkeeping | $9,496 |
| Joshua Jashinski | Employee (plan), Direct payment from the plan | $5,166 |
| Kramer Warner Associates | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |
| Blackstone Tactical Opp Fund Iv Lp | Investment management fees (direct), Other fees | $0 |
| Blackstone Tactical Opp Fund Ii | Other fees, Investment management fees (direct) | $0 |
| Oaktree Opportunities Fund Ix Lp | Investment management, Float revenue | $0 |
| Goldmasn Sachs Asset Management Lp | Investment management, Investment management fees (indirect), Non-monetary compensation | $0 |