# Brick Masons' Pension Trust Fund

Brick Masons' Pension Trust Fund is a Pension Fund based in La Verne, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** La Verne, United States
- **Region:** North America
- **Address:** La Verne, CA, United States
- **Founded:** 1963
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

Brick Masons' Pension Trust Fund is a defined benefit plan serving Brick Masons employees. It focuses on the biotech and life science sectors.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure

## People

- Casey Ricks — Plan Sponsor
- Frank Smith — Union Trustee

## Questions

### Who makes investment decisions for the Brick Masons' Pension Trust Fund?

Plan Sponsor Casey Ricks and Union Trustee Frank Smith are the named fiduciaries on public records. Investment policy is formally set by a board of trustees split evenly between union-appointed and employer-appointed representatives, as required under the Taft-Hartley Act. The fund outsources day-to-day asset management to external managers, including Morgan Stanley for core real estate and AFL-CIO Investment Trust Corporation for construction-related property.

### How is the Brick Masons' Pension Trust Fund capitalized?

The fund receives contributions directly from signatory construction employers under collective bargaining agreements with Bricklayers Local Union No. 4 Southern California. Contribution rates are negotiated as a fixed dollar amount per hour worked by covered union members. No employee salary deferrals or taxpayer funds flow into the trust.

### What is the fund's exposure to commercial real estate?

Real estate is a meaningful sleeve, executed primarily through commingled fund commitments rather than direct property acquisitions. Confirmed holdings include the Morgan Stanley Prime Property Fund, a core diversified portfolio of US office, industrial, retail, and multifamily assets, and the AFL-CIO Investment Trust Corporation, which focuses on union-built construction projects.

### What is the relationship between this trust and other Southern California bricklayer retirement plans?

The Brick Masons' Pension Trust Fund operates alongside the Bricklayers Local Union No. 4 of California Money Purchase Pension Plan and the Brick and Tile Pension Trust of the Inland Empire. Each covers a distinct segment of the local's membership or employer base. Public records do not indicate any formal consolidation or shared investment vehicle across the three trusts.

## Related profiles

- [Brewin Dolphin Limited Retirement Benefits Scheme](https://altss.com/profile/brewin-dolphin-limited-retirement-benefits-scheme)
- [Bricklayers & Allied Craftworkers, Local #1, Minnesota & North Dakota](https://altss.com/profile/bricklayers-allied-craftworkers-local-1-minnesota-north-dakota)

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Last updated: 2026-06-03T20:00:00.000Z

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