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
Minnesota Teamsters Construction Division Pension Fund
Taft-Hartley planMendota Heights, MN
Assets
$249M
Total assets, Nov 30, 2024 reported
Funded
100.9%
Dec 1, 2023
Private markets target
n/a
policy Nov 30, 2024
Commitments
9
none on the tape
Plan sponsor: Trustees of Minnesota Teamsters Constr Division Pension Fund
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.8%
- Partnership/joint venture interests 33.2%
- Common/collective trusts 26.2%
- Registered investment companies 34.5%
- Common stock 3.2%
Consultants and advisers
6 firms
- Meketa Investment Group Inc. Investment adviser (plan)through Nov 30, 2023 Form 5500
- Frsecure General consultantthrough Nov 30, 2023 Form 5500
- Ironsides Offshore Co-Inv. Fund VII Custodianthrough Nov 30, 2023 Form 5500
- Union Bank and Trust Custodianthrough Nov 30, 2023 Form 5500
- Segal Actuarythrough Nov 30, 2023 Form 5500
- State Street Global Advisors Custodianthrough Nov 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20006 rows, latest Nov 30, 2024
- Wellington Fd1 rows, latest Nov 30, 2024
From Schedule C (investment management, code 28)
- Champlain Investment Partners LLCplan years 2023
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Columbia Tr US High Yld Bond Fd Inscollective trust | Ameriprise Trust Company | Fixed income | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | State Street Msci Eafe Index Non-Lecollective trust | State Street - Russell 2000 | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Wtc-Cif II Core Bond Port. (ser. 4)collective trust | Wellington Fd | Fixed income | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | Columbia Tr US High Yld Bond Fd Inscollective trust | Ameriprise Trust Company | Fixed income | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | State Street Msci Eafe Index Non-Lecollective trust | State Street - Russell 2000 | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $31.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | State St Lng US Govt Bd Ind Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,273 | n/a | n/a | n/a | $249M | $82.5M | n/a | n/a |
| 2022 to Nov 30, 2023 | 2,252 | n/a | n/a | n/a | $223M | $84.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Constitution Capital codes 18 19 72 $350,282 PY2023
- Zenith American Solutions, Inc. codes 13 $183,685 PY2023
- Meketa Investment Group codes 27 56 $105,333 PY2023
- Union Bank & Trust Company codes 19 72 $101,573 PY2023
- The Segal Company codes 11 $85,945 PY2023
- Shumaker, Loop & Kendrick, LLP codes 29 $63,892 PY2023
- Champlain Investment Partners codes 28 51 68 $61,041 PY2023
- Legacy Professionals LLP codes 10 $34,051 PY2023
- State Street Global Advisors codes 18 19 51 68 $14,933 PY2023
- Frsecure codes 16 $9,252 PY2023
- Columbia Trust U.S. High Yield Bond Sched. D C $11.2M PY2023
- State Street Msci Eafe Index Nl Fun Sched. D C $6.9M PY2023
- Wtc-Cif II Core Bond (series 4) Sched. D C $16.6M PY2023
- State Street U.S. Agg Bond Index Nl Sched. D C $18.5M PY2023
- State Street Long U.S. Gov't Bond I Sched. D C $12.0M PY2023
- Segal codes 11 PY2023
- Zenith American Solutions, Inc. codes 13 $183,979 PY2022
- Meketa Investment Group codes 27 56 $106,167 PY2022
- Constitution Capital codes 18 19 72 $103,338 PY2022
- Union Bank & Trust Company codes 19 72 $94,662 PY2022
- Champlain Investment Partners codes 28 51 68 $75,439 PY2022
- The Segal Company codes 11 17 $63,800 PY2022
- State Street Global Advisors codes 18 19 51 68 $33,575 PY2022
- Legacy Professionals LLP codes 10 $33,207 PY2022
- Shumaker, Loop & Kendrick, LLP codes 29 $28,396 PY2022
- Mcgrann Shea Carnival Straughn & la codes 29 $18,371 PY2022
- Frsecure codes 16 $13,872 PY2022
- Columbia Trust High Yield Bond Fund Sched. D C $6.8M PY2022
- State Street Long U.S. Gov't Bond I Sched. D C $10.6M PY2022
- State Street Msci Eafe Index Nl Fun Sched. D C $4.3M PY2022
- State Street U.S. Agg Bond Index Nl Sched. D C $31.9M PY2022
- Segal codes 11 PY2022
What changed
3 events
- Nov 30, 2024Holding startedMinnesota Teamsters Construction Division Pension Fund first reports an interest in Wtc-Cif II Core Bond Port. (ser. 4) (Wellington Fd): $17M at 2024-11-30with Wellington Fdaskebsa.dol.gov
- Nov 30, 2024Assets changedMinnesota Teamsters Construction Division Pension Fund total assets $223M -> $249M (+11.4%, 2023-11-30 to 2024-11-30)
- Dec 31, 2023Consultant changedinferenceThe Segal Company no longer appears on Minnesota Teamsters Construction Division Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Segalaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 416187751-001
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.