GMP & Employers Pension Plan
Taft-Hartley plan, based in Cincinnati, Ohio, reporting $566M in assets, for 11,361 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, GMP & Employers Pension Plan funded ratio 119.0% -> 121.0% (2023-01-01 to 2024-01-01).
7 more advisers and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust2 commitments
- Great Gray Trust Company2 commitments
Relationship network
23 connected entities2 observed commitments2 repeat counterpartiescommitments 2023 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.1%
- U.S. Government securities 6.6%
- Common/collective trusts 1.5%
- Registered investment companies 58.4%
- Common stock 21.9%
- Preferred stock 5.0%
Consultants and advisers
- Renaissance Investment Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Spectrum Asset Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Schafer Cullen Capital Management, Investment adviser (plan)through Dec 31, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Great Gray Trust Company2 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedGMP & Employers Pension Plan funded ratio 119.0% -> 121.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley Domestic Holdings appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSchafer Cullen Capital Management, appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Schafer Cullen Capital Management,askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRenaissance Investment Management appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Renaissance Investment Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePrincipal Spectrum Asset Management appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Principal Spectrum Asset Managementaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 11,361 | Not disclosed | Not disclosed | n/a | $566M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,608 | Not disclosed | Not disclosed | n/a | $534M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,665 | Not disclosed | Not disclosed | n/a | $501M | Not disclosed | Not disclosed | $14.0M |
- American Benefit Coporation codes 14 $865,327 PY2024
- Morgan Stanley Domestic Holdings codes 27 50 72 $216,120 PY2024
- Renaissance Investment Management codes 27 50 72 $215,956 PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
GMP & Employers Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
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