United Mine Workers of America 1985 Construction Workers Pension Plan
Taft-Hartley plan, based in Wheeling, West Virginia, reporting $470M in assets, for 2,317 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2024, United Mine Workers of America 1985 Construction Workers Pension Plan funded ratio 273.7% -> 294.2% (2023-07-01 to 2024-07-01).
3 more managers and 21 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- Longview Largecap 1000 Value Index3 commitments
- Longview Largecap 1000 Growth Index3 commitments
- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Amalgamated Bank6 commitments
- Amalgamated Bank of New York6 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
42 connected entities24 observed commitments15 repeat counterparties18 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 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
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2023 Form 5500
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Amalgamated Bank6 rows, latest Jun 30, 2025
- Amalgamated Bank of New York6 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Wellington Trust Company, Naplan years
- Wellingtonplan years
- Amalgamated Bankplan years
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jul 1, 2024Funded status changedUnited Mine Workers of America 1985 Construction Workers Pension Plan funded ratio 273.7% -> 294.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedUnited Mine Workers of America 1985 Construction Workers Pension Plan funded ratio 263.4% -> 273.7% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $52.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $49.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $14.8M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 2,317 | Not disclosed | Not disclosed | n/a | $470M | $66.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,387 | Not disclosed | Not disclosed | n/a | $447M | $64.7M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,440 | Not disclosed | Not disclosed | n/a | $432M | $66.2M | Not disclosed | Not disclosed |
- 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
+81 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
United Mine Workers of America 1985 Construction Workers Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Funded status changed2024-07-01source on record
- Funded status changed2023-07-01source on record
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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