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

United Mine Workers of America 1985 Construction Workers Pension Plan

Taft-Hartley planWheeling, WV
Assets
$470M
Total assets, Jun 30, 2025 reported
Funded
294.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
24
1 managers on Schedule C
Plan sponsor: Board of Trustees of the Umwa 1985 Construction Workers
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • U.S. Government securities 0.0%
  • Other investments 3.9%
  • Partnership/joint venture interests 14.1%
  • Common/collective trusts 48.3%
  • Registered investment companies 20.4%
  • Common stock 10.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$14.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$47.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$14.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$49.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$52.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$45.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$49.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Wtc-Ctf Opportunistic Fixed Incomecollective trustWellington Trust Company, NaHedge / diversifiers$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$40.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$48.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
27 readings
Total assets
$470M Jun 30, 2025 reported Form 5500
$447M (2024-06) · $432M (2023-06)
Plan assets
$446M Jul 1, 2024 reported Form 5500
$431M (2023-07) · $417M (2022-07)
Net assets
$469M Jun 30, 2025 reported Form 5500
$446M (2024-06) · $431M (2023-06)
Funded ratio
294.2% Jul 1, 2024 reported Form 5500
273.7% (2023-07) · 263.4% (2022-07)
Participants
2,317 Jul 1, 2024 reported Form 5500
2,387 (2023-07) · 2,440 (2022-07)
Benefits paid
$18.8M Jun 30, 2025 reported Form 5500
$20.0M (2024-06) · $19.4M (2023-06)
Net investment income
$22.4M Jun 30, 2025 reported Form 5500
$15.2M (2024-06) · $14.4M (2023-06)
Investment management fees
$1.4M Jun 30, 2025 reported Form 5500
$1.6M (2024-06) · $1.6M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20252,317n/an/an/a$470M$66.2Mn/an/a
2023 to Jun 30, 20242,387n/an/an/a$447M$64.7Mn/an/a
2022 to Jun 30, 20232,440n/an/an/a$432M$66.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Health Plan codes 13 14 15 36 50 $240,500 PY2024
  • Segal Marco Advisors codes 27 50 $208,621 PY2024
  • American Realty Advisors codes 28 51 $177,042 PY2024
  • Pimco codes 28 50 51 52 $164,139 PY2024
  • Slevin & Hart PC codes 29 50 $162,935 PY2024
  • Riverbridge Partners codes 51 68 71 $153,712 PY2024
  • Columbia Threadneedle Investments codes 51 68 $138,983 PY2024
  • Systematic Financial Management LP codes 52 $133,132 PY2024
  • ASB Capital Management codes 28 51 $130,474 PY2024
  • Northern Trust Company codes 28 51 $101,945 PY2024
  • Loomis Sayles codes 28 51 $83,073 PY2024
  • Cheiron codes 11 50 $69,018 PY2024
  • Calibre CPA Group PLLC codes 10 50 $55,500 PY2024
  • Amalgamated Bank codes 19 51 52 $47,422 PY2024
  • Wellington Capital Management codes 51 $41,593 PY2024
  • Centurion Insurance codes 22 50 $40,338 PY2024
  • William Howe codes 20 50 $35,000 PY2024
  • Donald Barnett codes 20 50 $35,000 PY2024
  • Fred Marx codes 20 50 $35,000 PY2024
  • Wtc-Ctf Opportunistic Fixed Income Sched. D C $14.8M PY2024
  • Longview Midcap 400 Index Fund Sched. D C $19.0M PY2024
  • Longview Largecap 1000 Growth Index Sched. D C $49.5M PY2024
  • Longview Largecap 1000 Value Index Sched. D C $52.5M PY2024
  • Loomis Sayles Multisector Income Fu Sched. D C $15.5M PY2024
  • Amalgamated Longview Collective Inv Sched. D C $47.7M PY2024
  • Multi-Employer Property Trust Sched. D C $14.9M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $12.7M PY2024
  • Cheiron, Inc. codes 11 PY2024
  • American Realty Advisors codes 28 51 $243,565 PY2023
  • The Health Plan codes 13 14 15 36 50 $214,200 PY2023
  • ASB Capital Management codes 28 51 $209,375 PY2023
  • Segal Marco Advisors codes 27 50 $191,771 PY2023
  • Pimco codes 28 50 51 52 $182,321 PY2023
  • Columbia Threadneedle Investments codes 51 68 $160,777 PY2023
  • Slevin & Hart PC codes 29 50 $129,059 PY2023
  • Systematic Financial Management LP codes 52 $123,036 PY2023
  • Riverbridge Partners codes 51 68 71 $115,606 PY2023
  • Northern Trust Company codes 28 51 $97,357 PY2023
  • Loomis Sayles codes 28 51 $76,842 PY2023
  • Wellington Capital Management codes 51 $68,029 PY2023
  • Calibre CPA Group PLLC codes 10 50 $54,000 PY2023
  • Cheiron codes 11 50 $46,705 PY2023
  • Amalgamated Bank codes 19 51 52 $43,071 PY2023
  • Centurion Insurance codes 22 50 $35,929 PY2023
  • Fred Marx codes 20 50 $35,000 PY2023
  • Donald Barnett codes 20 50 $35,000 PY2023
  • William Howe codes 20 50 $35,000 PY2023
  • Longview Largecap 1000 Value Index Sched. D C $49.7M PY2023
  • Amalgamated Longview Collective Inv Sched. D C $47.5M PY2023
  • Loomis Sayles Multisector Income Fu Sched. D C $14.1M PY2023
  • ASB Allegiance Real Estate Fund Sched. D C $13.3M PY2023
  • Wtc-Ctf Opportunistic Fixed Income Sched. D C $13.6M PY2023
  • Longview Midcap 400 Index Fund Sched. D C $17.7M PY2023
  • Longview Largecap 1000 Growth Index Sched. D C $45.3M PY2023
  • Multi-Employer Property Trust Sched. D C $15.5M PY2023
  • Cheiron, Inc. codes 11 PY2023
  • American Realty Advisors codes 28 51 $330,583 PY2022
  • The Health Plan codes 13 14 15 36 50 $214,200 PY2022
  • ASB Capital Management codes 28 51 $201,966 PY2022
  • Segal Marco Advisors codes 27 50 $194,755 PY2022
  • Pimco codes 28 50 51 52 $168,022 PY2022
  • Slevin & Hart PC codes 29 50 $126,746 PY2022
  • Columbia Threadneedle Investments codes 51 68 $119,528 PY2022
  • Riverbridge Partners codes 51 68 71 $107,158 PY2022
  • Systematic Financial Management LP codes 52 $103,489 PY2022
  • Loomis Sayles codes 28 51 $94,936 PY2022
  • Northern Trust Company codes 28 51 $93,222 PY2022
  • Amalgamated Bank codes 19 51 52 $56,216 PY2022
  • Calibre CPA Group PLLC codes 10 50 $52,500 PY2022
  • Wellington Capital Management codes 51 $42,186 PY2022
  • Cheiron codes 11 50 $42,109 PY2022
  • Centurion Insurance codes 22 50 $35,966 PY2022
  • Fred Marx codes 20 50 $35,000 PY2022
  • William Howe codes 20 50 $35,000 PY2022
  • Donald Barnett codes 20 50 $35,000 PY2022
  • Wtc-Ctf Opportunistic Fixed Income Sched. D C $13.3M PY2022
  • Longview Midcap 400 Index Fund Sched. D C $15.6M PY2022
  • Longview Largecap 1000 Value Index Sched. D C $48.4M PY2022
  • Longview Largecap 1000 Growth Fund Sched. D C $40.1M PY2022
  • Multi-Employer Property Trust Sched. D C $17.8M PY2022
What changed
2 events
  • Jul 1, 2024Funded status changed
    United Mine Workers of America 1985 Construction Workers Pension Plan funded ratio 273.7% -> 294.2% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    United Mine Workers of America 1985 Construction Workers Pension Plan funded ratio 263.4% -> 273.7% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526283006-001
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.