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

M.i.r.a.-G.m.p. and Allied Workers Pension Trust

Taft-Hartley planCincinatti, OH
Assets
$128M
Total assets, Dec 31, 2024 reported
Funded
127.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: M.i.r.a.-G.m.p. and Allied Workers Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 4.2%
  • U.S. Government securities 17.4%
  • Other investments 32.5%
  • Registered investment companies 20.7%
  • Common stock 19.0%
  • Preferred stock 4.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$128M Dec 31, 2024 reported Form 5500
$120M (2023-12) · $113M (2022-12)
Plan assets
$119M Jan 1, 2024 reported Form 5500
$112M (2023-01) · $134M (2022-01)
Net assets
$127M Dec 31, 2024 reported Form 5500
$119M (2023-12) · $112M (2022-12)
Funded ratio
127.6% Jan 1, 2024 reported Form 5500
122.4% (2023-01) · 121.9% (2022-01)
Participants
2,145 Jan 1, 2024 reported Form 5500
2,094 (2023-01) · 2,262 (2022-01)
Contributions
$490,430 Dec 31, 2024 reported Form 5500
$522,993 (2023-12) · $490,339 (2022-12)
Benefits paid
$6.1M Dec 31, 2024 reported Form 5500
$6.2M (2023-12) · $6.1M (2022-12)
Net investment income
$8.0M Dec 31, 2024 reported Form 5500
$7.1M (2023-12) · $-22.3M (2022-12)
Investment management fees
$160,450 Dec 31, 2024 reported Form 5500
$133,249 (2023-12) · $226,238 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,145n/an/an/a$128Mn/an/an/a
2023 to Dec 31, 20232,094n/an/an/a$120Mn/an/an/a
2022 to Dec 31, 20222,262n/an/an/a$113Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Manager relationship started
    Vanguard Group appears on M.i.r.a.-G.m.p. and Allied Workers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Vanguard Groupaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    M.i.r.a.-G.m.p. and Allied Workers Pension Trust funded ratio 122.4% -> 127.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    M.i.r.a.-G.m.p. and Allied Workers Pension Trust plan assets $134M -> $112M (-16.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516096325-001
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.