West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $272M in assets, for 1,636 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan total assets $244M -> $272M (+11.5%, 2024-06-30 to 2025-06-30).
3 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Fidelity U.S. Bond Index Fund3 commitments
- Neuberger Berman U.S. Equity Index3 commitments
- Amalgamated Bank3 commitments
- Neuberger Berman3 commitments
- Parametric Portfolio Associates3 commitments
Relationship network
33 connected entities21 observed commitments14 repeat counterparties15 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 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
- 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
Manager roster
- Amalgamated Bank3 rows, latest Jun 30, 2025
- Neuberger Berman3 rows, latest Jun 30, 2025
- Parametric Portfolio Associates3 rows, latest Jun 30, 2025
+3 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.
- Parametric Portfolio Associatesplan years
- Amalgamated Bankplan years
- Angelo, Gordon & Co.plan years 2024
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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 | 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 |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 1,636 | Not disclosed | Not disclosed | n/a | $272M | $36.2M | Not disclosed | $6.5M |
| 2023 to Jun 30, 2024 | 1,545 | Not disclosed | Not disclosed | n/a | $244M | $37.7M | Not disclosed | $7.3M |
| 2022 to Jun 30, 2023 | 1,518 | Not disclosed | Not disclosed | n/a | $220M | $39.9M | Not disclosed | $7.5M |
- 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
+51 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
West Mi Plumbers Fitters & Service Trades Local Union No 174 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
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Total assets changed2024-07-01source on record
+2 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.