The Uaw Labor-Management Group Pension Plan
Taft-Hartley plan, based in Covina, California, reporting $70.2M in assets, for 4,398 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
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- Prisa2 commitments
- Russell Multi-Manager Bond Fund2 commitments
- Russell Instl Multi Asset Core Plus2 commitments
- Frank Russell Company4 commitments
- Prudential Insurance Company of Ame2 commitments
Relationship network
15 connected entities6 observed commitments5 repeat counterpartiescommitments 2023 to 2024
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
- Non-interest-bearing cash 0.9%
- Common/collective trusts 82.8%
- Pooled separate accounts 15.5%
Consultants and advisers
- Rael & Letson Actuarythrough Dec 31, 2023 Form 5500
People
Manager roster
- Frank Russell Company4 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame2 rows, latest Dec 31, 2024
- Frank Russell Companyplan years
- Russell Trust Companyplan years 2023
- Prudential Insurance Company of Ameplan years 2023
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Multi-Manager Bond Fundcollective trust | Frank Russell Company | Fixed income | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell Instl Multi Asset Core Pluscollective trust | Frank Russell Company | Fixed income | $45.9M 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.
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 Dec 31, 2024 | 4,398 | Not disclosed | Not disclosed | n/a | $70.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,192 | Not disclosed | Not disclosed | n/a | $68.8M | Not disclosed | Not disclosed | Not disclosed |
- Russell Investments Trust Company codes 28 $314,370 PY2024
- Pacific Southwest Administrators codes 13 $130,788 PY2024
- The Prudential Ins Co of America codes 28 $110,546 PY2024
+19 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
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.