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
Michiana Area Electrical Workers Pension Fund
Taft-Hartley planLansing, MI
Assets
$228M
Total assets, Jun 30, 2025 reported
Funded
90.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
6
none on the tape
Plan sponsor: Board of Trustees Michiana Area Electrical Workers Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.4%
- Non-interest-bearing cash 1.4%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 12.5%
- Other investments 6.5%
- Partnership/joint venture interests 8.0%
- Common/collective trusts 1.9%
- Registered investment companies 31.1%
- Common stock 25.5%
Consultants and advisers
10 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Strong Capital Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- Lazard Asset Management Securities Investment adviser (plan)through Jun 30, 2023 Form 5500
- Boston Partners Investment adviser (plan)through Jun 30, 2023 Form 5500
- Foundry Partners LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Polen Capital Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- Fiera Capital Investment adviser (plan)through Jun 30, 2023 Form 5500
- Silvercrest Asset Management Group Investment adviser (plan)through Jun 30, 2023 Form 5500
- Amalga Trust Company Custodianthrough Jun 30, 2023 Form 5500
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- Segal Marco Consultingplan years 2023
Commitments
6 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$704,578 (2024-06) · $679,713 (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 | 1,688 | n/a | n/a | n/a | $228M | $18.2M | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,714 | n/a | n/a | n/a | $206M | $17.1M | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,627 | n/a | n/a | n/a | $189M | $11.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney, Inc codes 27 33 50 71 72 $164,439 PY2024
- Strong Capital Management codes 27 51 $137,711 PY2024
- Lazard Asset Management codes 27 51 $113,920 PY2024
- Boston Partners codes 27 51 $107,018 PY2024
- TIC Midwest, LLC codes 10 13 15 50 $77,382 PY2024
- Foundry Partners codes 27 51 $71,889 PY2024
- Silvercrest Asset Management codes 27 51 $57,220 PY2024
- Cheiron, Inc codes 11 50 $51,050 PY2024
- Amalgamated Bank of Chicago codes 19 50 $44,629 PY2024
- Fiera Capital codes 27 51 $36,753 PY2024
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $23,400 PY2024
- MAY Oberfell & Lorber codes 29 50 $22,858 PY2024
- Ledbetter Parisi, LLC codes 29 50 $11,832 PY2024
- Graphic Sciences, Inc codes 49 50 $10,809 PY2024
- Marco Consulting Group codes 28 50 $10,492 PY2024
- Polen Capital Management codes 27 51 $7,337 PY2024
- Multi Employer Property Trust Sched. D C $1.5M PY2024
- ASB Allegiance Real Estate Fund Sched. D C $2.9M PY2024
- Cheiron, Inc. codes 11 PY2024
- Morgan Stanley Smith Barney, Inc codes 27 33 50 71 72 $150,064 PY2023
- Strong Capital Management codes 27 51 $129,311 PY2023
- Lazard Asset Management codes 27 51 $104,596 PY2023
- Boston Partners codes 27 51 $94,232 PY2023
- Foundry Partners codes 27 51 $64,223 PY2023
- TIC Internantional Corpoation codes 10 13 15 50 $62,776 PY2023
- Silvercrest Asset Management codes 27 51 $50,517 PY2023
- Amalga Trust Company codes 19 50 $47,361 PY2023
- Cheiron, Inc. codes 11 50 $36,480 PY2023
- Polen Capital Management codes 27 51 $36,047 PY2023
- Fiera Capital codes 27 51 $34,857 PY2023
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $24,100 PY2023
- MAY Oberfell & Lorber codes 29 50 $18,190 PY2023
- Ledbetter Parisi, LLC codes 29 50 $15,758 PY2023
- Marco Consulting Group codes 29 50 $6,162 PY2023
- Trade Solutions codes PY2023
- ASB Allegiance Real Estate Fund Sched. D C $2.9M PY2023
- Multi Employer Property Trust Sched. D C $1.5M PY2023
- Cheiron, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney, Inc codes 27 33 50 71 72 $136,621 PY2022
- Strong Capital Management codes 27 51 $99,204 PY2022
- Lazard Asset Management codes 27 51 $88,605 PY2022
- Boston Partners codes 27 51 $84,039 PY2022
- Foundry Partners codes 27 51 $58,006 PY2022
- TIC Internantional Corpoation codes 10 13 15 50 $57,744 PY2022
- Silvercrest Asset Management codes 27 51 $45,936 PY2022
- Amalga Trust Company codes 19 50 $44,924 PY2022
- Cheiron, Inc. codes 11 50 $43,457 PY2022
- Polen Capital Management codes 27 51 $40,454 PY2022
- Fiera Capital codes 27 51 $28,047 PY2022
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $23,400 PY2022
- Ledbetter Parisi, LLC codes 29 50 $13,512 PY2022
- Marco Consulting Group codes 28 50 $10,525 PY2022
- MAY Oberfell Lorber codes 29 50 $7,226 PY2022
- Trade Solutions codes 36 50 $6,908 PY2022
- Multi Employer Property Trust Sched. D C $1.7M PY2022
- ASB Allegiance Real Estate Fund Sched. D C $3.8M PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
4 events
- Jun 30, 2025Assets changedMichiana Area Electrical Workers Pension Fund total assets $206M -> $228M (+10.5%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship startedMarco Consulting Group appears on Michiana Area Electrical Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Segal Marco Consultingaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMarco Consulting Group no longer appears on Michiana Area Electrical Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Segal Marco Consultingaskebsa.dol.gov
- Jul 1, 2023Funded status changedMichiana Area Electrical Workers Pension Fund funded ratio 86.5% -> 88.7% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356269273-001
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.