Twin City Carpenters and Joiners Pension Fund
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $2.0B in assets, for 18,388 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Twin City Carpenters and Joiners Pension Fund first reports an interest in Msci Acwi Ex USA Imi Non-Lending Fd (State Street Global Advisors Trust): $35M at 2024-12-31.
2 more advisers, 9 more managers, 28 more commitments and 6 more dated events
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- Russell 2000 Alpha Tilts Fund B3 commitments
- Wtc-Cif Opportunistic Invest Alloca3 commitments
- Mesirow Collective Investment Maste3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Wellington Trust Company, Na3 commitments
- Mesirow Institutional Inv Mgmt3 commitments
Relationship network
70 connected entities31 observed commitments20 repeat counterparties18 dated commitments shown here, 2022 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
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 6.5%
- U.S. Government securities 4.6%
- Other investments 11.5%
- Partnership/joint venture interests 10.1%
- 103-12 investment entities 5.3%
- Common/collective trusts 30.0%
- Pooled separate accounts 1.9%
- Registered investment companies 3.4%
- Common stock 24.7%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Union Bank and Trust Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Mesirow Institutional Inv Mgmt3 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+16 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedTwin City Carpenters and Joiners Pension Fund first reports an interest in Msci Acwi Ex USA Imi Non-Lending Fd (State Street Global Advisors Trust): $35M at 2024-12-31with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTwin City Carpenters and Joiners Pension Fund no longer reports William Blair Intl Sm Cp Grwth Coll (William Blair Investment Management) (last held $55M at 2023-12-31; absent from the 2024-12-31 filing)with William Blair Investment Managementaskebsa.dol.gov
- Dec 31, 2024Holding startedTwin City Carpenters and Joiners Pension Fund first reports an interest in Capital Group Core Plus Total Retur (Capital Guardian Trust Company): $72M at 2024-12-31with Capital Guardian Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackstone no longer appears on Twin City Carpenters and Joiners Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackstoneaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedBlackstone Infrastructure Advisors appears on Twin City Carpenters and Joiners Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackstone Infrastructure Advisorsaskebsa.dol.gov
+6 more dated events
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, 2024 | Russell 2000 Alpha Tilts Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $66.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $66.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mesirow Collective Investment Mastecollective trust | Mesirow Institutional Inv Mgmt | Pooled vehicles | $91.6M held | Disclosed holding | askebsa.dol.gov |
+28 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 18,388 | Not disclosed | Not disclosed | n/a | $2.0B | $203M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 18,196 | Not disclosed | Not disclosed | n/a | $1.9B | $239M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 18,030 | Not disclosed | Not disclosed | n/a | $1.8B | $215M | Not disclosed | Not disclosed |
- Blackstone Infrastructure Advisors codes 28 51 52 $913,733 PY2024
- Wilson-Mcshane Corporation codes 13 50 $889,199 PY2024
- Jennison Associates LLC codes 28 51 68 $575,040 PY2024
+103 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Twin City Carpenters and Joiners Pension Fund 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.
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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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+8 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
+26 connections on the graph
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