Chicago and Midwest Regional Pension Fund
Taft-Hartley plan, based in Seattle, Washington, reporting $35.5M in assets, for 1,412 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Chicago and Midwest Regional Pension Fund first reports an interest in Principal U.S. Property Sa-Z (Principal): $2M at 2025-12-31.
2 more commitments and 1 more dated event
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- Afl-Cio Building Investment Trust4 commitments
- Principal U.S. Property Sa-Z1 commitment
- Great Gray Trust Company4 commitments
- Principal1 commitment
Relationship network
13 connected entities5 observed commitments3 repeat counterpartiescommitments 2022 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 0.6%
- Non-interest-bearing cash 0.2%
- Common/collective trusts 2.6%
- Pooled separate accounts 4.8%
- Registered investment companies 91.8%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2025 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2025 Form 5500
- Fifth Third Bank Custodianthrough Dec 31, 2025 Form 5500
People
Manager roster
- Great Gray Trust Company4 rows, latest Dec 31, 2025
- Principal1 row, latest Dec 31, 2025
What changed
- Dec 31, 2025Holding startedChicago and Midwest Regional Pension Fund first reports an interest in Principal U.S. Property Sa-Z (Principal): $2M at 2025-12-31with Principalaskebsa.dol.gov
- Dec 31, 2025Assets changedChicago and Midwest Regional Pension Fund total assets $32M -> $35M (+11.4%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedChicago and Midwest Regional Pension Fund funded ratio 208.3% -> 198.3% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedChicago and Midwest Regional Pension Fund funded ratio 188.8% -> 208.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedChicago and Midwest Regional Pension Fund funded ratio 230.5% -> 188.8% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $918,579 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $882,236 held | Disclosed holding | askebsa.dol.gov |
+2 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,412 | Not disclosed | Not disclosed | n/a | $35.5M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 1,446 | Not disclosed | Not disclosed | n/a | $31.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,579 | Not disclosed | Not disclosed | n/a | $30.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,445 | Not disclosed | Not disclosed | n/a | $27.6M | Not disclosed | Not disclosed | Not disclosed |
- Welfare & Pension Admin Services codes 13 $100,556 PY2025
- Cuni, Rust & Strenk codes 11 $49,125 PY2025
- Legacy Professionals LLP codes 10 15 $32,946 PY2025
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Chicago and Midwest Regional Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Holding in a pooled vehicle started2025-12-31source on record
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
+3 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
+4 connections on the graph
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