Building Trades United Pension Trust Fund Milwaukee and Vicinity
Taft-Hartley plan, based in ELM Grove, Wisconsin, reporting $3.5B in assets, for 27,998 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Winslow Capital Management no longer appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023).
18 more advisers, 5 more managers, 20 more commitments and 9 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- State Street Emerging Markets Small3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Northern Trust Investments, Inc.6 commitments
- State Street Global Advisors Trust Company3 commitments
- National Investment Svcs of Amer3 commitments
Relationship network
68 connected entities23 observed commitments14 repeat counterparties19 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 0.6%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 10.3%
- U.S. Government securities 9.4%
- Other investments 5.5%
- Partnership/joint venture interests 21.1%
- Common/collective trusts 49.9%
- Registered investment companies 1.4%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through May 31, 2024 Form 5500
- Segal Pension consultantthrough May 31, 2024 Form 5500
- Marquette Associates Inc. Pension consultantthrough May 31, 2023 Form 5500
+18 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
- Northern Trust Investments, Inc.6 rows, latest May 31, 2025
- State Street Global Advisors Trust Company3 rows, latest May 31, 2025
- National Investment Svcs of Amer3 rows, latest May 31, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- National Investment Svcs of Amerplan years
+7 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, 2024Manager relationship endedinferenceWinslow Capital Management no longer appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Winslow Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company, Na no longer appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceArtisan Partners no longer appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Artisan Partners Ltd Partnershipaskebsa.dol.gov
- Jun 1, 2024Assets changedBuilding Trades United Pension Trust Fund Milwaukee and Vicinity plan assets $2.9B -> $3.3B (+10.5%, 2023-06-01 to 2024-06-01)
- May 31, 2024Holding endedinferenceBuilding Trades United Pension Trust Fund Milwaukee and Vicinity no longer reports Wellington Cif II Quality Value S1 (Wellington Fd) (last held $73M at 2023-05-31; absent from the 2024-05-31 filing)with Wellington Trust Company, Naaskebsa.dol.gov
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | State Street Emerging Markets Smallcollective trust | State Street Global Advisors Trust Company | Public equity | $70.8M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $25.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $46.4M held | Disclosed holding | askebsa.dol.gov |
+20 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 May 31, 2025 | 27,998 | Not disclosed | Not disclosed | n/a | $3.5B | $746M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 27,983 | Not disclosed | Not disclosed | n/a | $3.3B | $698M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 27,440 | Not disclosed | Not disclosed | n/a | $3.0B | $670M | Not disclosed | Not disclosed |
- Wilson-Mcshane Corporation codes 14 50 $2.3M PY2024
- Harbourvest Partners, LP codes 19 28 51 $2.1M PY2024
- H.I.G. Capital, LLC codes 28 51 $1.9M PY2024
+117 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Building Trades United Pension Trust Fund Milwaukee and Vicinity sits on 20 traced paths of capital across the graphs.
DFX traced 20 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
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+11 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
+33 connections on the graph
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