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
Milwaukee Drivers Pension Plan
Taft-Hartley planMilwaukee, WI
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
107.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
26
1 managers on Schedule C
Plan sponsor: Board of Trustees Milwaukee Drivers Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 0.0%
- Other investments 1.9%
- Partnership/joint venture interests 23.3%
- Common/collective trusts 41.1%
- Registered investment companies 25.8%
- Common stock 5.0%
Consultants and advisers
3 firms
- Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
- Jpmorgan Chase Bank, N.A.3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- John Hancock Life Insurance Co3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Loomis Sayles Trust Company3 rows, latest Dec 31, 2024
- Walter Scott Ncs2 rows, latest Dec 31, 2023
- JP Morgan Core Bond Fund1 rows, latest Dec 31, 2024
- BNY Mellon1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Macquarie Investment Managementplan years 2024
- PNC Bankplan years 2023
- Newton Investment Mgmtplan years 2023
- Columbia Threadneedleplan years 2022
- River Road Asset Managementplan years 2022
- Loomis Sayles Trust Companyplan years 2022
- Goodwin Capital Advisersplan years 2022
- BMO Harris Bank, N.A.plan years 2022
- Wellington Trust Companyplan years 2022
- Alliance Bernstein, L.P.plan years 2022
- Walter Scott Ncsplan years 2022
Commitments
26 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 Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | Jpmorgan Chase Bank, N.A. | Real estate | $22.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Core Bond Fund | Fixed income | $95.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 500 Index Fundcollective trust | John Hancock Life Insurance Co | Pooled vehicles | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Schroeder Intl Alpha Trustcollective trust | Schroder Collective Investment Trust | Pooled vehicles | $96.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $50.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Co | Hedge / diversifiers | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Aristotle Collective Investment Trucollective trust | SEI Trust Company | Pooled vehicles | $93.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Strategic Property Fundcollective trust | Jpmorgan Chase Bank, N.A. | Real estate | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $14.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $33.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | 500 Index Fundcollective trust | John Hancock Life Insurance Co | Pooled vehicles | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Co | Hedge / diversifiers | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $27.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Schroeder Intl Alpha Trustcollective trust | Schroeder Collective Invt Trust | Pooled vehicles | $27.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $47.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Strategic Property Fundcollective trust | Jpmorgan Chase Bank, N.A. | Real estate | $33.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Dv Dynamic Growth Fundcollective trust | BNY Mellon | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | 500 Index Fundcollective trust | John Hancock Life Insurance Co | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Co | Hedge / diversifiers | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $23.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Schroeder Intl Alpha Trustcollective trust | Schroeder Collective Invt Trust | Pooled vehicles | $23.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Nhit Credit Asset Trustcollective trust | Loomis Sayles Trust Company | Private credit | $40.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,347 | n/a | n/a | n/a | $1.1B | $252M | n/a | n/a |
| 2023 to Dec 31, 2023 | 5,495 | n/a | n/a | n/a | $981M | $213M | n/a | n/a |
| 2022 to Dec 31, 2022 | 5,215 | n/a | n/a | n/a | $876M | $188M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan Chase Bank codes 24 27 28 50 51 $378,679 PY2024
- River Road Asset Management codes 28 51 68 $269,794 PY2024
- Soldon Law Firm, LLC codes 29 50 $260,140 PY2024
- Alliance Bernstein LP codes 28 51 $234,689 PY2024
- Loomis Sayles Trust Co codes 28 51 $221,909 PY2024
- BNY Mellon Investment Management codes 51 $208,555 PY2024
- Goodwin Capital Advisers codes 28 $167,481 PY2024
- Benefit Plan Administrators codes 14 $144,216 PY2024
- The Segal Company codes 50 $138,854 PY2024
- PNC Bank codes 28 51 $126,321 PY2024
- Segal Marco Consulting codes 27 50 $115,000 PY2024
- Columbia Threadneedle codes 28 51 68 $114,466 PY2024
- Wellington Trust Co codes 28 51 $77,747 PY2024
- Calibre CPA Group, PLLC codes 10 50 $29,250 PY2024
- Macquarie Investment Management codes 28 $21,642 PY2024
- Segal Select Insurance codes 53 PY2024
- Loomis Sayles Nhit Credit Asset Tr Sched. D C $50.8M PY2024
- Jpmorgan Special Situation Property Sched. D C $22.4M PY2024
- Afl-Cio Housing & Bldg Inv. Sched. D C $14.0M PY2024
- Jpmorgan Core Bond Fund Sched. D C $95.1M PY2024
- John Hancock Strategic Fixed Income Sched. D C $19.8M PY2024
- Multi-Employer Property Trust Sched. D C $31.8M PY2024
- Schroder Intl Alpha Trust Sched. D C $96.9M PY2024
- CTF Opportunistic Fixed Income Sched. D C $19.5M PY2024
- Aristotle Value Equity Cit Cl B Sched. D C $93.1M PY2024
- Walter Scott Ncs Group Trust Intl Sched. D E PY2024
- Segal Consulting codes 11 PY2024
- JP Morgan Chase Bank codes 24 27 28 50 51 $475,098 PY2023
- Columbia Threadneedle codes 28 51 68 $319,003 PY2023
- River Road Asset Management codes 28 51 68 $233,310 PY2023
- Soldon Law Firm, LLC codes 29 50 $203,800 PY2023
- Loomis Sayles Trust Co codes 28 51 $195,321 PY2023
- Alliance Bernstein LP codes 28 51 $192,857 PY2023
- BNY Mellon Investment Management codes 51 $192,736 PY2023
- Goodwin Capital Advisers codes 28 $185,256 PY2023
- Benefit Plan Administrators codes 14 $144,417 PY2023
- The Segal Company codes 50 $118,357 PY2023
- PNC Bank codes 28 51 $114,647 PY2023
- Segal Marco Consulting codes 27 50 $107,500 PY2023
- Wellington Trust Co codes 28 51 $57,276 PY2023
- Newton Investment Mgmt codes 28 $37,711 PY2023
- Calibre CPA Group, PLLC codes 10 50 $28,250 PY2023
- Segal Select Insurance codes 53 PY2023
- Multi-Employer Property Trust Sched. D C $33.0M PY2023
- EB Dv Dynamic Growth Fund Sched. D C PY2023
- John Hancock Strategic Fixed Income Sched. D C $19.1M PY2023
- CTF Opportunistic Fixed Income Sched. D C $19.3M PY2023
- Jpmcb Special Situation Property Fn Sched. D C $25.3M PY2023
- Schroeder Intl Alpha Trust Sched. D C $27.8M PY2023
- Nhit Credit Asset Trust Sched. D C $47.9M PY2023
- Walter Scott Ncs Group Trust Intl Sched. D E $27.6M PY2023
- Afl-Cio Building Investment Trust Sched. D C $14.0M PY2023
- Segal Consulting codes 11 PY2023
- JP Morgan Chase Bank codes 24 27 28 50 51 $536,936 PY2022
- BNY Mellon Investment Management codes 51 $347,233 PY2022
- Columbia Threadneedle codes 28 51 68 $303,048 PY2022
- River Road Asset Management codes 28 51 68 $237,248 PY2022
- Soldon Law Firm, LLC codes 29 50 $205,151 PY2022
- Loomis Sayles Trust Co codes 28 51 $187,320 PY2022
- Alliance Bernstein LP codes 28 51 $181,026 PY2022
- Goodwin Capital Advisers codes 28 $172,685 PY2022
- Benefit Plan Administrators codes 14 $144,401 PY2022
- The Segal Company codes 50 $123,379 PY2022
- Segal Marco Consulting codes 27 50 $100,000 PY2022
- BMO Global Asset Management codes 28 51 $87,526 PY2022
- Wellington Trust Co codes 28 51 $41,355 PY2022
- Calibre CPA Group, PLLC codes 10 50 $27,500 PY2022
- Segal Select Insurance codes 53 PY2022
- Afl-Cio Building Investment Trust Sched. D C $21.2M PY2022
- Multi-Employer Property Trust Sched. D C $39.1M PY2022
- EB Dv Dynamic Growth Fund Sched. D C $10.4M PY2022
- John Hancock Strategic Fixed Income Sched. D C $10.4M PY2022
- Walter Scott Ncs Group Trust Intl Sched. D E $23.2M PY2022
- Schroeder Intl Alpha Trust Sched. D C $23.7M PY2022
- Nhit Credit Asset Trust Sched. D C $40.7M PY2022
- CTF Opportunistic Fixed Income Sched. D C $10.4M PY2022
- Jpmcb Special Situation Property Fn Sched. D C $33.2M PY2022
- Segal Consulting codes 11 PY2022
What changed
14 events
- Dec 31, 2024Holding startedMilwaukee Drivers Pension Plan first reports an interest in Aristotle Collective Investment Tru: $93M at 2024-12-31with Aristotle Collective Investment Truaskebsa.dol.gov
- Dec 31, 2024Holding startedMilwaukee Drivers Pension Plan first reports an interest in Jpmcb Core Bond Fund (JP Morgan Core Bond Fund): $95M at 2024-12-31with JP Morgan Core Bond Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMilwaukee Drivers Pension Plan no longer reports NCS Group Trust - International Fun (Walter Scott Ncs) (last held $28M at 2023-12-31; absent from the 2024-12-31 filing)with Walter Scott Ncsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedMacquarie Investment Management appears on Milwaukee Drivers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Macquarie Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNewton Investment Mgmt no longer appears on Milwaukee Drivers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Newton Investment Mgmtaskebsa.dol.gov
- Dec 31, 2024Assets changedMilwaukee Drivers Pension Plan total assets $981M -> $1.1B (+10.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedMilwaukee Drivers Pension Plan plan assets $875M -> $980M (+12.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceMilwaukee Drivers Pension Plan no longer reports EB Dv Dynamic Growth Fund (BNY Mellon) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)with BNY Mellonaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPNC Bank appears on Milwaukee Drivers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with PNC Bankaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNewton Investment Mgmt appears on Milwaukee Drivers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Newton Investment Mgmtaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBMO Global Asset Management no longer appears on Milwaukee Drivers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with BMO Harris Bank, N.A.askebsa.dol.gov
- Dec 31, 2023Assets changedMilwaukee Drivers Pension Plan total assets $876M -> $981M (+12.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMilwaukee Drivers Pension Plan funded ratio 102.4% -> 106.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMilwaukee Drivers Pension Plan plan assets $997M -> $875M (-12.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396045229-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.