Michiana Area Electrical Workers Pension Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $228M in assets, for 1,688 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Michiana Area Electrical Workers Pension Fund total assets $206M -> $228M (+10.5%, 2024-06-30 to 2025-06-30).
7 more advisers and 3 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- NEW Tower Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
27 connected entities6 observed commitments4 repeat counterpartiescommitments 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 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
- 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
+7 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
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Segal Marco Consultingplan years 2023
What changed
- 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)
Commitments
| 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 |
+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 Jun 30, 2025 | 1,688 | Not disclosed | Not disclosed | n/a | $228M | $18.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,714 | Not disclosed | Not disclosed | n/a | $206M | $17.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,627 | Not disclosed | Not disclosed | n/a | $189M | $11.8M | Not disclosed | Not disclosed |
- 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
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Michiana Area Electrical Workers Pension Fund sits on 12 traced paths of capital across the graphs.
DFX traced 12 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
- Manager relationship started2024-12-31source on record
- Manager relationship ended2023-12-31source on record
+1 more change 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
+12 connections on the graph
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