DFX Intelligence

Northwest Ohio Area Industries Uaw Retirement Income Plan

Taft-Hartley plan· Holland, Ohio

Taft-Hartley plan, based in Holland, Ohio, reporting $34.8M in assets, for 1,330 participants.

Composed from this allocator's classification, location and filed figures.

As of 2026-09-29 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $34.8M

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Open searches Allocation policy

As of 2026-09-29 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Relationship network

9 connected entities

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.

Reading the network

Sponsor
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.

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Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$34.8M

Total assets, Dec 31, 2022 reported

Funded

not on record

not filed

Private markets target

no policy read

policy Dec 31, 2022

Commitments

none on the tape

Plan sponsor: Board of Trustees Northwest Ohio Area Industries Uaw Retirement Inc.

Allocation policy

Form 5500, as of Dec 31, 2022

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.8%
Non-interest-bearing cash 0.2%
Corporate debt instruments (other) 3.4%
U.S. Government securities 5.0%
Other investments 0.9%
Registered investment companies 79.7%
Common stock 8.9%

Consultants and advisers

2 firms

Cuni, Rust & Strenk Actuarythrough Dec 31, 2022 Form 5500
Keybank Na Directed trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

Sage Advisory Services Ltd. Co.plan years 2022
Cambria Investors, LLCplan years 2022
Citi Global Markets Inc.plan years 2022

What changed

No dated events yet.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

7 readings

Total assets

$34.8M Dec 31, 2022 reported Form 5500

Net assets

$34.7M Dec 31, 2022 reported Form 5500

Participants

1,330 Jan 1, 2022 reported Form 5500

Contributions

$132,094 Dec 31, 2022 reported Form 5500

Benefits paid

$3.1M Dec 31, 2022 reported Form 5500

Net investment income

-$11.2M Dec 31, 2022 reported Form 5500

Investment management fees

$96,500 Dec 31, 2022 reported Form 5500

Form 5500 filings

1 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2022	1,330	Not disclosed	Not disclosed	n/a	$34.8M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Cuni, Rust & Strenk, Inc. codes 11 $70,725 PY2025
Morgan Stanley-Smith Barney codes 28 $40,000 PY2025
Cambair Investors LLC codes 28 $23,767 PY2025

+5 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

Identifiers: EIN-PN 344437724-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: funded ratio, fund commitments, managers.

›Connections

every published relationship on the graph

+7 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.