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
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan
Taft-Hartley planTroy, MI
Assets
$272M
Total assets, Jun 30, 2025 reported
Funded
99.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
21
none on the tape
Plan sponsor: Board of Trustees West Mi Plumbers Local Union No 174 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.9%
- Other investments 0.0%
- Partnership/joint venture interests 13.3%
- 103-12 investment entities 4.8%
- Common/collective trusts 2.1%
- Registered investment companies 72.9%
- Real estate (other than employer real property) 2.4%
Consultants and advisers
3 firms
- Marquette Associates Inc. General consultantthrough Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Comerica Bank Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
- Comerica Bank3 rows, latest Jun 30, 2025
- Great Gray Trust Company3 rows, latest Jun 30, 2025
- Minnesota Life Insurance3 rows, latest Jun 30, 2025
- Neuberger Berman3 rows, latest Jun 30, 2025
- Parametric Defensive Equity Fund3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Angelo, Gordon & Co.plan years 2024
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $722 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Baird Core Plus Bond Instl Clseparate account | Minnesota Life Insurance | Fixed income | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fidelity U.S. Bond Index Fundseparate account | Transamerica Financial Life Insurance Company | Fixed income | $24.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Neuberger Berman U.S. Equity Index103 12 ie | Neuberger Berman | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,941 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Baird Core Plus Bond Instl Clseparate account | Minnesota Life Insurance | Fixed income | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Fidelity U.S. Bond Index Fundseparate account | Transamerica Financial Life Insurance Company | Fixed income | $16.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Neuberger Berman U.S. Equity Index103 12 ie | Neuberger Berman | Public equity | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,748 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Baird Core Plus Bond Instl Clseparate account | Minnesota Life Insurance | Fixed income | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Fidelity U.S. Bond Index Fundseparate account | Transamerica Financial Life Insurance Company | Fixed income | $11.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Neuberger Berman U.S. Equity Index103 12 ie | Neuberger Berman | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Parametric Defensive Equity Fund103 12 ie | Parametric Defensive Equity Fund | Public equity | $5.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$183,841 (2024-06) · $183,007 (2023-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,636 | n/a | n/a | n/a | $272M | $36.2M | n/a | $6.5M |
| 2023 to Jun 30, 2024 | 1,545 | n/a | n/a | n/a | $244M | $37.7M | n/a | $7.3M |
| 2022 to Jun 30, 2023 | 1,518 | n/a | n/a | n/a | $220M | $39.9M | n/a | $7.5M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Marquette Associates codes 16 17 50 $161,044 PY2024
- Milliman, Inc. codes 11 50 $74,790 PY2024
- Solxsys Administrative Solutions codes 14 50 $68,659 PY2024
- Novara Law Group, PLLC codes 29 50 $59,720 PY2024
- Comerica Bank codes 18 19 21 27 28 33 37 38 50 51 $23,784 PY2024
- Macqueen & Associates LLC codes 22 23 50 $23,020 PY2024
- Bultynck & Co., P.L.L.C. codes 10 50 $14,600 PY2024
- TIC International Corporation codes 10 13 14 15 36 50 99 $12,309 PY2024
- American Graphics Printing Co. codes 36 50 $11,708 PY2024
- Comerica Short-Term Fund Sched. D C $6.5M PY2024
- Afl-Cio Building Investment Trust Sched. D C $3.1M PY2024
- Longview Ultra Construction Loan in Sched. D C $722 PY2024
- Baird Core Plus Bond Instl Cl Sched. D P $24.7M PY2024
- Fidelity U.S. Bond Index Fund Sched. D P $24.8M PY2024
- Neuberger Berman U.S. Equity Index Sched. D E $5.8M PY2024
- Parametric Defensive Equity Fund Ll Sched. D E $7.4M PY2024
- Milliman, Inc. codes 11 PY2024
- Marquette Associates codes 16 17 50 $155,625 PY2023
- Milliman, Inc. codes 11 50 $95,200 PY2023
- Solxsys Administrative Solutions codes 14 50 $67,312 PY2023
- Novara, Tesija & Catenacci, PLLC codes 29 50 $64,301 PY2023
- Bultynck & Co., P.L.L.C. codes 10 50 $23,425 PY2023
- Macqueen & Associates LLC codes 22 23 50 $22,906 PY2023
- Comerica Bank codes 18 19 21 27 28 33 37 38 50 51 $21,433 PY2023
- TIC International Corporation codes 10 13 14 15 36 50 99 $15,845 PY2023
- American Graphics Printing Co codes 36 50 $13,228 PY2023
- Angelo, Gordon & Co. codes 52 PY2023
- Afl-Cio Building Investment Trust Sched. D C $3.0M PY2023
- Longview Ultra Construction Loan in Sched. D C $1,941 PY2023
- Baird Core Plus Bond Instl Cl Sched. D P $21.5M PY2023
- Fidelity U.S. Bond Index Fund Sched. D P $16.8M PY2023
- Neuberger Berman U.S. Equity Index Sched. D E $5.4M PY2023
- Parametric Defensive Equity Fund Ll Sched. D E $6.8M PY2023
- Comerica Short-Term Fund Sched. D C $2.6M PY2023
- Milliman, Inc. codes 11 PY2023
- Marquette Associates codes 16 17 50 $150,000 PY2022
- Milliman, Inc. codes 11 50 $89,649 PY2022
- Novara, Tesija & Catenacci, PLLC codes 29 50 $74,376 PY2022
- Solxsys Administrative Solutions codes 14 50 $44,680 PY2022
- Segal Select Insurance Services codes 23 50 $29,815 PY2022
- TIC International Corporation codes 14 15 50 $28,860 PY2022
- Comerica Bank codes 19 27 28 50 51 72 $26,971 PY2022
- Bultynck & Co., P.L.L.C. codes 10 50 $19,000 PY2022
- American Graphics Printing Co codes 36 50 $8,794 PY2022
- Macqueen & Associates LLC codes 23 50 $5,338 PY2022
- Graphic Sciences, Inc codes 36 50 $5,199 PY2022
- Fidelity U.S. Bond Index Fund Sched. D P $11.8M PY2022
- Neuberger Berman U.S. Equity Index Sched. D E $3.1M PY2022
- Parametric Defensive Equity Fund Ll Sched. D E $5.9M PY2022
- Comerica Short-Term Fund Sched. D C $1.9M PY2022
- Afl-Cio Building Investment Trust Sched. D C $4.2M PY2022
- Longview Ultra Construction Loan in Sched. D C $1,748 PY2022
- Baird Core Plus Bond Instl Cl Sched. D P $19.0M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedWest Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan total assets $244M -> $272M (+11.5%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedWest Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan funded ratio 96.1% -> 99.8% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedWest Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan plan assets $220M -> $244M (+11.0%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedWest Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan total assets $220M -> $244M (+11.0%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedWest Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan funded ratio 93.5% -> 96.1% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 381796240-001
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.