Milwaukee Drivers Pension Plan
Taft-Hartley plan, based in Milwaukee, Wisconsin, reporting $1.1B in assets, for 5,347 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Milwaukee Drivers Pension Plan first reports an interest in Aristotle Collective Investment Tru: $93M at 2024-12-31.
8 more managers, 23 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- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Wellington Trust Company, Na3 commitments
- Jpmorgan Chase Bank, N.A.3 commitments
- Great Gray Trust Company3 commitments
Relationship network
55 connected entities26 observed commitments15 repeat counterparties9 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 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
- 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
Manager roster
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Jpmorgan Chase Bank, N.A.3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Aristotleplan years
- Schroderplan years
+13 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 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
+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 Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $95.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| 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 |
+23 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 | 5,347 | Not disclosed | Not disclosed | n/a | $1.1B | $252M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,495 | Not disclosed | Not disclosed | n/a | $981M | $213M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,215 | Not disclosed | Not disclosed | n/a | $876M | $188M | Not disclosed | Not disclosed |
- 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
+75 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Milwaukee Drivers Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Holding in a pooled vehicle 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
+20 connections on the graph
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