DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

United Mine Workers of America 1974 Pension Plan

Taft-Hartley planWashington, DC
Assets
$3.8B
Total assets, Jun 30, 2025 reported
Funded
53.3%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
49
10 managers on Schedule C
Plan sponsor: Umwa 1974 Pension Trust Board of Trustees
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 7.6%
  • Corporate debt instruments (preferred) 0.0%
  • U.S. Government securities 43.6%
  • Other investments 2.4%
  • Partnership/joint venture interests 0.7%
  • Common/collective trusts 14.2%
  • Registered investment companies 8.6%
  • Common stock 0.5%
Consultants and advisers
38 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
49 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Alphacredit Investment Grade Fund acollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$210M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Equity Index Fundcollective trustWells FargoPublic equity$52.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$116 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Blackrock Msci Emerging Markets Imicollective trustBlackrock Institutional Trust Company, N.A.Public equity$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Gstco Enhanced Large Cap Fundcollective trustGoldman Sachs Trust CompanyPublic equity$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$42.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$22.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Canada Msci Index Nlcollective trustState Street - Russell 2000Pooled vehicles$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025State St Msci Eafe Ind Sec Lendingcollective trustState Street - Russell 2000Pooled vehicles$40.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga Long US Credit Corporate Indxcollective trustState Street - Russell 2000Private credit$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga 1-3 Year US Credit Indx Sl Funcollective trustState Street - Russell 2000Private credit$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Ssga 3-10 Year US Credit Indx Sl Fucollective trustState Street Global Advisors TrustPrivate credit$46.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Alphacredit Investment Grade Fund acollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$197M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Equity Index Fundcollective trustWells FargoPublic equity$45.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$111 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Blackrock Msci Emerging Markets Imicollective trustBlackrock Institutional Trust Company, N.A.Public equity$25.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Gstco Enhanced Large Cap Fundcollective trustGoldman Sachs Trust CompanyPublic equity$36.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$49.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$113M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Canada Msci Index Nlcollective trustState Street - Russell 2000Pooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024State St Msci Eafe Ind Sec Lendingcollective trustState Street - Russell 2000Pooled vehicles$80.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Long US Credit Corporate Indxcollective trustState Street - Russell 2000Private credit$366 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Long US Treasury Index Sl Fundcollective trustState Street - Russell 2000Fixed income$173M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga Long US Non-Corporate Indx Crecollective trustState Street Global Advisors TrustPooled vehicles$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga 1-3 Year US Credit Indx Sl Funcollective trustState Street - Russell 2000Private credit$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20241-3 Year U.S Treasury Index Sl Fundcollective trustState Street - Russell 2000Fixed income$292M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Ssga 3-10 Year US Credit Indx Sl Fucollective trustState Street - Russell 2000Private credit$42.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20243-10 Year U.S Treasury Index Sl Fdcollective trustState Street - Russell 2000Fixed income$399M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Dimensional Micro Cap Subtrust103 12 ieDFA - the Small Cap SubtrustPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Alphacredit Investment Grade Fund acollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$188M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Equity Index Fundcollective trustWells FargoPublic equity$45.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Extended Equity Market Fundcollective trustBlackrock Institutional Trust Company, N.A.Public equity$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Short-Term Investment Fundcollective trustBlackrock Institutional Trust Company, N.A.Cash$105 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Blackrock Msci Emerging Markets Imicollective trustBlackrock Institutional Trust Company, N.A.Public equity$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Gstco Enhanced Large Cap Fundcollective trustGoldman Sachs Trust CompanyPublic equity$58.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$115M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga - Canada Msci Indexcollective trustState Street - Russell 2000Pooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023State St Msci Eafe Ind Sec Lendingcollective trustState Street - Russell 2000Pooled vehicles$85.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga Long US Credit Corporate Indxcollective trustState Street - Russell 2000Private credit$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga Long US Treasury Index Sl Fundcollective trustState Street - Russell 2000Fixed income$105M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga Long US Non-Corporate Indx Crecollective trustState Street Global Advisors TrustPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga 1-3 Year US Credit Indx Sl Funcollective trustState Street - Russell 2000Private credit$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20231-3 Year U.S Treasury Index Sl Fundcollective trustState Street - Russell 2000Fixed income$175M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Ssga 3-10 Year US Credit Indx Sl Fucollective trustState Street - Russell 2000Private credit$38.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 20233-10 Year U.S Treasury Index Sl Fdcollective trustState Street - Russell 2000Fixed income$242M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Dimensional Micro Cap Subtrust103 12 ieDFA - the Small Cap SubtrustPooled vehicles$15.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$3.8B Jun 30, 2025 reported Form 5500
$3.5B (2024-06) · $3.1B (2023-06)
Plan assets
$3.3B Jul 1, 2024 reported Form 5500
$2.9B (2023-07) · $2.8B (2022-07)
Net assets
$3.7B Jun 30, 2025 reported Form 5500
$3.4B (2024-06) · $2.9B (2023-06)
Funded ratio
53.3% Jul 1, 2024 reported Form 5500
47.6% (2023-07) · 45.2% (2022-07)
Participants
73,913 Jul 1, 2024 reported Form 5500
76,653 (2023-07) · 79,624 (2022-07)
Contributions
$730M Jun 30, 2025 reported Form 5500
$798M (2024-06) · $718M (2023-06)
Benefits paid
$520M Jun 30, 2025 reported Form 5500
$496M (2024-06) · $585M (2023-06)
Net investment income
$317M Jun 30, 2025 reported Form 5500
$454M (2024-06) · $173M (2023-06)
Investment management fees
$3.9M Jun 30, 2025 reported Form 5500
$3.3M (2024-06) · $3.8M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202573,913n/an/an/a$3.8B$26.6Mn/an/a
2023 to Jun 30, 202476,653n/an/an/a$3.5B$38.4Mn/an/a
2022 to Jun 30, 202379,624n/an/an/a$3.1B$44.5Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • 1974 Pension Trust Employees codes 27 29 30 36 49 50 $10.6M PY2024
  • Morgan Lewis & Bockius codes 29 50 $920,851 PY2024
  • Loomis Sayles & Company codes 28 50 $822,764 PY2024
  • Pension Benefit Information codes 16 50 $719,912 PY2024
  • Northern Trust Company codes 19 28 50 65 72 99 $610,875 PY2024
  • Nomura Corporate Research and Asset codes 28 50 51 $375,434 PY2024
  • Invesco Capital Management codes 28 51 52 $372,055 PY2024
  • State Street Research Management Co codes 28 51 52 $368,891 PY2024
  • Mooney Green Saindon codes 29 50 $357,820 PY2024
  • Marsh codes 22 50 $308,029 PY2024
  • Withumsmith+brown codes 10 50 $288,042 PY2024
  • Blackrock codes 28 50 $243,652 PY2024
  • 1974 Pension Trust Trustees codes 20 50 $235,000 PY2024
  • Nisa Investment Advisors LLC codes 28 50 51 $229,025 PY2024
  • Insight Direct USA codes 49 50 $207,094 PY2024
  • Arthur Diamond Inc codes 16 70 $178,084 PY2024
  • United Actuarial Services Inc codes 11 50 $174,673 PY2024
  • JP Morgan Investment Management Inc codes 28 50 51 $171,408 PY2024
  • Microsoft Corporation codes 49 50 $161,086 PY2024
  • Bloomberg Finance LP codes 28 50 51 $155,489 PY2024
  • UBS Global Asset Management codes 28 50 51 $140,993 PY2024
  • LSV Asset Management codes 28 50 51 $126,897 PY2024
  • MCI Comm Service codes 49 50 $121,039 PY2024
  • Blackrock Institutional Trust Co Na codes 28 50 $118,448 PY2024
  • Steptoe & Johnson LLP codes 29 50 51 $112,484 PY2024
  • Argus Inv Counsel Inc codes 28 50 51 $107,153 PY2024
  • Prophix Software Inc codes 49 50 $94,694 PY2024
  • Coach 4 Me LLC codes 49 50 $91,026 PY2024
  • Sovos Compliance LLC codes 49 50 $84,542 PY2024
  • Goldman Sachs Asset Management codes 28 50 51 $81,173 PY2024
  • Bailey Cavalieri codes 29 50 $77,084 PY2024
  • Roncoli Guillermo codes 16 70 $73,574 PY2024
  • Bulbin Yury codes 16 70 $68,424 PY2024
  • Jpmorgan Chase Bank Na codes 28 50 $62,628 PY2024
  • The Brattle Group codes 29 50 $57,938 PY2024
  • Yang Wei-Chien codes 16 70 $57,632 PY2024
  • Jones Nancy C codes 16 70 $56,156 PY2024
  • Milliman Inc codes 11 50 $52,812 PY2024
  • Groom Law Group Chartered codes 29 50 $50,000 PY2024
  • Segal Group Inc codes 16 70 $45,786 PY2024
  • State Street Bank & Trust Co codes 28 50 51 $44,168 PY2024
  • Chubb & Son codes 22 50 $43,259 PY2024
  • Rapid7 LLC codes 49 50 $43,253 PY2024
  • Ascentis codes 16 50 $42,505 PY2024
  • Wilshire Associates Inc codes 50 72 $41,823 PY2024
  • Kelly Press Inc codes 49 50 $40,919 PY2024
  • Mobile Mentor Inc codes 49 50 $39,696 PY2024
  • Integral Federal Inc codes 49 50 $39,521 PY2024
  • Veilsun Inc codes 49 50 $38,369 PY2024
  • Linkedin Corporation codes 49 50 $36,086 PY2024
  • T Rowe Price Stable Asset Mgmt Inc codes 28 50 $35,047 PY2024
  • Verizon Business codes 49 50 $33,640 PY2024
  • Relx Inc DBA Lexis-Nexis codes 49 50 $32,903 PY2024
  • Backstop Solutions Group LLC codes 49 50 $29,382 PY2024
  • Info-Tech Research Group Inc codes 49 50 $28,498 PY2024
  • Global Trading Analy codes 15 50 $25,000 PY2024
  • Davie Karen codes 16 70 $21,488 PY2024
  • Catalis Courts & Land Records LLC codes 49 50 $19,728 PY2024
  • Concur Technologies Inc codes 49 50 $19,427 PY2024
  • Opentext Inc codes 49 50 $18,803 PY2024
  • NMS Imaging Inc codes 49 50 $18,680 PY2024
  • AON Consulting Inc codes 16 70 $18,184 PY2024
  • Strata Decision Technology LLC codes 49 50 $16,513 PY2024
  • Matrix Networks codes 15 50 $15,506 PY2024
  • Moret Laurie B Consulting codes 16 70 $15,300 PY2024
  • SAS Institute Inc codes 49 50 $14,840 PY2024
  • Ivanti Inc codes 49 50 $14,603 PY2024
  • Eaton Corporation codes 49 50 $14,339 PY2024
  • United Parcel Service Inc codes 49 50 $14,298 PY2024
  • Doyle Printing & Offset Co Inc codes 49 50 $14,231 PY2024
  • Databank Imx LLC codes 49 50 $13,992 PY2024
  • Image Access Corp codes 49 50 $13,421 PY2024
  • HFR Inc codes 50 72 $13,220 PY2024
  • Blackbaud Inc codes 49 50 $12,631 PY2024
  • Dimensional Fund Advisors LP codes 28 50 52 $12,623 PY2024
  • Auditboardinc codes 49 50 $12,129 PY2024
  • Llumos codes 49 50 $11,880 PY2024
  • Automatic Data Processing Inc codes 15 50 $11,527 PY2024
  • Knowledgelake Inc codes 49 50 $10,885 PY2024
  • UKG Inc codes 49 50 $10,393 PY2024
What changed
49 events
  • Jun 30, 2025Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports Dimensional Micro Cap Subtrust (DFA - the Small Cap Subtrust) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
    with DFA - the Small Cap Subtrustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports 3-10 Year U.S Treasury Index Sl Fd (State Street - Russell 2000) (last held $399M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports 1-3 Year U.S Treasury Index Sl Fund (State Street - Russell 2000) (last held $292M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports Ssga Long US Treasury Index Sl Fund (State Street - Russell 2000) (last held $173M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports Ssga Long US Non-Corporate Indx Cre (State Street Global Advisors Trust) (last held $29M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Koho Consulting Inc no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Koho Consulting Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    City of London Investment no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with City of London Investmentaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Bloomberg Finance LP appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Bloomberg L.P.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Feng Wan-Tang no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Feng Wan-Tangaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Frontier appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Frontier Communications Parent, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    RV Kuhns & Association no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Lyons Commmercial Data appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Lyons Commmercial Dataaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Northern Trust Company appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Co.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Jpmorgan Chase Bank Na appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Nomura Corporate Research and Asset appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nomura Corporate Research and Assetaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Cherubim Chemeli appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Cherubim Chemeliaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Schneider Downs & Co Inc no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Schneider Downs & Co, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mallon Jane Ann no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Mallon Jane Annaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Fiduciaryvest LLC no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Fiduciary Vest, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    K & R Branding Solutions appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with K & R Branding Solutionsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Argus Inv Counsel Inc appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Argus Inv Counsel Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Gaines James Dennis no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Gaines James Dennisaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    S&p Dow Jones Indices appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with S&p Dow Jones Indicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Finch Glenda S appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Finch Glenda Saskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Pinebridge Investments no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Pinebridge Investments LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Nisa Investment Advisors LLC appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    United Mine Workers of America 1974 Pension Plan funded ratio 47.6% -> 53.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jul 1, 2024Assets changed
    United Mine Workers of America 1974 Pension Plan plan assets $2.9B -> $3.3B (+13.4%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    United Mine Workers of America 1974 Pension Plan no longer reports Ssga - Canada Msci Index (State Street - Russell 2000) (last held $10M at 2023-06-30; absent from the 2024-06-30 filing)
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2024Holding started
    United Mine Workers of America 1974 Pension Plan first reports an interest in Ssga Canada Msci Index Nl (State Street - Russell 2000): $9M at 2024-06-30
    with State Street - Russell 2000askebsa.dol.gov
  • Jun 30, 2024Assets changed
    United Mine Workers of America 1974 Pension Plan total assets $3.1B -> $3.5B (+14.4%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    City of London Investment appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with City of London Investmentaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    AON Consulting Inc appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Aonaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Llumos no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Llumosaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Strategic Property Fund no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Tronto Rodriguez Joann no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Tronto Rodriguez Joannaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Fiduciaryvest LLC appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Fiduciary Vest, LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Stover Dale R appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Stover Dale Raskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Pinebridge Investments appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pinebridge Investments LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Carr Jill no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Carr Jillaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Jones Nancy C appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Jones Nancy Caskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Group Inc appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Mallon Jane Ann appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Mallon Jane Annaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    MAN Funds Xi Spc - Man Ahl Target no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with MAN Funds Xi Spc - Man Ahl Targetaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    American Realty Advisor, LLC no longer appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with American Realty Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan Investment Management Inc appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with JP Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    RV Kuhns & Association appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Presidio appears on United Mine Workers of America 1974 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Presidioaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    United Mine Workers of America 1974 Pension Plan funded ratio 45.2% -> 47.6% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 521050282-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.