Minneapolis Retail Meat Cutters and Food Handlers Pension Fund
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $679M in assets, for 13,570 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Minneapolis Retail Meat Cutters and Food Handlers Pension Fund first reports an interest in Brigade Opp Cr Cit: $20M at 2025-02-28.
5 more advisers, 1 more manager, 8 more commitments and 4 more dated events
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- Emerging Markets Equity Series3 commitments
- Harding Loevner International Equit3 commitments
- Jpmcb Strategic Property Fund3 commitments
- RBC Global Asset Management Inc.3 commitments
- Harding Loevner LP3 commitments
- J.P. Morgan Chase3 commitments
Relationship network
41 connected entities11 observed commitments7 repeat counterparties9 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 1.0%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 16.8%
- U.S. Government securities 24.8%
- Other investments 3.5%
- Partnership/joint venture interests 23.5%
- 103-12 investment entities 3.8%
- Common/collective trusts 16.7%
- Registered investment companies 4.5%
- Common stock 4.1%
Consultants and advisers
- Agilis Partners LLC Pension consultantthrough Feb 28, 2025 Form 5500
- Pacific Investmt Management Co LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- Ryan Alm Advisers, LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- RBC Global Asset Management Inc.3 rows, latest Feb 28, 2025
- Harding Loevner LP3 rows, latest Feb 28, 2025
- J.P. Morgan Chase3 rows, latest Feb 28, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- RBC Global Asset Management Inc.plan years
- Harding Loevner LPplan years
- Invesco Trust Companyplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 28, 2025Holding startedMinneapolis Retail Meat Cutters and Food Handlers Pension Fund first reports an interest in Brigade Opp Cr Cit: $20M at 2025-02-28with Brigade Opp Cr Citaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAgilis Partners LLC appears on Minneapolis Retail Meat Cutters and Food Handlers Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceInvesco Trust Company no longer appears on Minneapolis Retail Meat Cutters and Food Handlers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Sayles & Company appears on Minneapolis Retail Meat Cutters and Food Handlers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Feb 29, 2024Holding endedinferenceMinneapolis Retail Meat Cutters and Food Handlers Pension Fund no longer reports Invesco Global Asset Allocation Str (Invesco Trust Company) (last held $33M at 2023-02-28; absent from the 2024-02-29 filing)with Invesco Trust Companyaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Emerging Markets Equity Series103 12 ie | RBC Global Asset Management Inc. | Public equity | $26.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $56.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $30.7M held | Disclosed holding | askebsa.dol.gov |
+8 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 Feb 28, 2025 | 13,570 | Not disclosed | Not disclosed | n/a | $679M | $160M | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 13,811 | Not disclosed | Not disclosed | n/a | $638M | $152M | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 14,094 | Not disclosed | Not disclosed | n/a | $638M | $166M | Not disclosed | Not disclosed |
- Pacific Investment Management Co codes 27 28 51 $479,492 PY2024
- Wilson-Mcshane Corporation codes 13 36 50 $334,800 PY2024
- JP Morgan Investment Management Inc codes 27 28 50 51 $320,955 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Minneapolis Retail Meat Cutters and Food Handlers Pension Fund sits on 16 traced paths of capital across the graphs.
DFX traced 16 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-02-28source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
+6 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
+17 connections on the graph
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