United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan
Taft-Hartley plan, based in Lexington, Kentucky, reporting $98.0M in assets, for 1,129 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Consulting & Risk Management Inc. appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers, 3 more commitments and 9 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- NIS High Yield Qp Fund, LLC2 commitments
- NIS Total Absolute Return Qp Fund2 commitments
- NIS Intermediate Fixed Income Qp2 commitments
- National Investment Svcs of Amer6 commitments
Relationship network
27 connected entities6 observed commitments4 repeat counterpartiescommitments 2024 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 0.9%
- Non-interest-bearing cash 0.0%
- Insurance company general account 65.4%
- Common/collective trusts 33.5%
Consultants and advisers
- Strategic Capital Partners LLC Investment adviser (plan)through Aug 31, 2024 Form 5500
- Consulting & Risk Management Inc. Pension consultantthrough Aug 31, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Aug 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
- National Investment Svcs of Amer6 rows, latest Aug 31, 2025
- National Investment Svcs of Amerplan years
- NIS Investment Managementplan years 2025
- Columbia Investment Managementplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceJennison Associates LLC no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jennison Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAristotle Capital Management no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Aristotle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceColumbia Investment Management no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedNIS Investment Management appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with NIS Investment Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceConsulting & Risk Management Inc. appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Consulting & Risk Management Inc.askebsa.dol.gov
+9 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 Aug 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NIS Intermediate Fixed Income Qpcollective trust | National Investment Svcs of Amer | Fixed income | $28.1M held | Disclosed holding | askebsa.dol.gov |
+3 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 Aug 31, 2025 | 1,129 | Not disclosed | Not disclosed | n/a | $98.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,176 | Not disclosed | Not disclosed | n/a | $94.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,160 | Not disclosed | Not disclosed | n/a | $88.8M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Partners LLC codes 27 $136,285 PY2024
- NIS Investment Management codes 28 $102,952 PY2024
- Umr codes 13 $69,875 PY2024
+42 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
United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+11 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
+16 connections on the graph
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