UA Local 190 Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $286M in assets, for 2,621 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, UA Local 190 Pension Plan no longer reports Lazard Global Fixed Income Trust (last held $66,524 at 2024-05-31; absent from the 2025-05-31 filing).
3 more advisers, 4 more managers, 20 more commitments and 5 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Wtc-Ctf International Opportunities3 commitments
- NT Collective Russell 1000 Index3 commitments
- Northern Trust Investments, Inc.6 commitments
- Ullico Investment Advisors, Inc.3 commitments
- Wellington3 commitments
Relationship network
44 connected entities23 observed commitments16 repeat counterparties16 dated commitments shown here, 2023 to 2025
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 0.0%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 3.5%
- U.S. Government securities 4.0%
- Other investments 0.8%
- Partnership/joint venture interests 5.8%
- Common/collective trusts 64.4%
- Pooled separate accounts 1.8%
- Registered investment companies 16.1%
- Common stock 2.2%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- O'Sullivan & Associates Actuarythrough May 31, 2023 Form 5500
- State Street Global Advisors Custodianthrough May 31, 2023 Form 5500
+3 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
- Northern Trust Investments, Inc.6 rows, latest May 31, 2025
- Ullico Investment Advisors, Inc.3 rows, latest May 31, 2025
- Wellington3 rows, latest May 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Lazard Asset Management LLCplan years
- Bardin Hill Investment Partners LPplan years 2025
- Brookfield Asset Managementplan years 2024
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- May 31, 2025Holding endedinferenceUA Local 190 Pension Plan no longer reports Lazard Global Fixed Income Trust (last held $66,524 at 2024-05-31; absent from the 2025-05-31 filing)with Lazard Global Fixed Income Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinference50 South Capital Advisors, LLC no longer appears on UA Local 190 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with 50 South Capital Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBardin Hill Investment Partners LP appears on UA Local 190 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Bardin Hill Investment Partners LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBarden Hill Investment Partners LP no longer appears on UA Local 190 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Barden Hill Investment Partners LPaskebsa.dol.gov
- Jun 1, 2024Funded status changedUA Local 190 Pension Plan funded ratio 95.7% -> 99.8% (2023-06-01 to 2024-06-01)
+5 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 May 31, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Wtc-Ctf International Opportunitiescollective trust | Wellington | Pooled vehicles | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NT Collective Russell 1000 Indexcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $82.2M held | Disclosed holding | askebsa.dol.gov |
+20 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 May 31, 2025 | 2,621 | Not disclosed | Not disclosed | n/a | $286M | $16.6M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 2,556 | Not disclosed | Not disclosed | n/a | $264M | $14.5M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 2,494 | Not disclosed | Not disclosed | n/a | $233M | $11.2M | Not disclosed | Not disclosed |
- Segal Advisors, Inc. codes 27 50 $120,000 PY2024
- Boyd Watterson Asset Management, Ll codes 28 51 $117,185 PY2024
- TIC Midwest, LLC codes 10 12 13 15 38 50 $102,270 PY2024
+70 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
UA Local 190 Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2025-05-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+7 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
+17 connections on the graph
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