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

Michigan Laborers' Pension Plan

Taft-Hartley planLansing, MI
Assets
$1.3B
Total assets, Aug 31, 2025 reported
Funded
86.7%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
22
none on the tape
Plan sponsor: Board of Trustees Michigan Laborers' Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (preferred) 3.5%
  • U.S. Government securities 3.8%
  • Partnership/joint venture interests 30.9%
  • Common/collective trusts 15.3%
  • Registered investment companies 24.7%
  • Common stock 20.1%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Short Term Investment Fundcollective trustComerica BankCash$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$70.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025QSI Indexcollective trustState Street Bank & Trust CopanyPooled vehicles$58.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$817,017 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$43.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Blackrock Liquidity Fundscollective trustBlackrockCash$9 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Short Term Investment Fundcollective trustComerica BankCash$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$57.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024QSI Indexcollective trustState Street Bank & Trust CopanyPooled vehicles$51.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$718,264 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Blackrock Liquidity Fundscollective trustBlackrockCash$8 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Short Term Investment Fundcollective trustComerica BankCash$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$90.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023QSI Indexcollective trustState Street Bank & Trust CopanyPooled vehicles$47.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$687,188 heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023US Aggregate Bond Index Nl Fundcollective trustState Street - Russell 2000Fixed income$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Ssga US Tips Index Nl Fundcollective trustState Street - Russell 2000Fixed income$12.2M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Russell 1000 Growth Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Alex Browncollective trustRaymond JamesPooled vehicles$449,660 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.3B Aug 31, 2025 reported Form 5500
$1.3B (2024-08) · $1.1B (2023-08)
Plan assets
$1.3B Sep 1, 2024 reported Form 5500
$1.1B (2023-09) · $1.1B (2022-09)
Net assets
$1.3B Aug 31, 2025 reported Form 5500
$1.3B (2024-08) · $1.1B (2023-08)
Funded ratio
86.7% Sep 1, 2024 reported Form 5500
85.9% (2023-09) · 84.3% (2022-09)
Participants
27,316 Sep 1, 2024 reported Form 5500
25,086 (2023-09) · 25,120 (2022-09)
Contributions
$79.7M Aug 31, 2025 reported Form 5500
$78.6M (2024-08) · $71.5M (2023-08)
Benefits paid
$91.9M Aug 31, 2025 reported Form 5500
$86.3M (2024-08) · $84.5M (2023-08)
Net investment income
$77.1M Aug 31, 2025 reported Form 5500
$106M (2024-08) · $44.2M (2023-08)
Investment management fees
$3.6M Aug 31, 2025 reported Form 5500
$3.6M (2024-08) · $2.8M (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 202527,316n/an/an/a$1.3B$412Mn/an/a
2023 to Aug 31, 202425,086n/an/an/a$1.3B$403Mn/an/a
2022 to Aug 31, 202325,120n/an/an/a$1.1B$360Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Consultant changedinference
    Royanne M. Phillips appears on Michigan Laborers' Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Royanne M. Phillipsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Proxyvote Plus, Inc. no longer appears on Michigan Laborers' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Proxyvote Plus, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Aberdeen Asset Managment no longer appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aberdeen Asset Managmentaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Aberdeen Asset Management appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Aberdeen Asset Managementaskebsa.dol.gov
  • Aug 31, 2024Holding endedinference
    Michigan Laborers' Pension Plan no longer reports Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust) (last held $16M at 2023-08-31; absent from the 2024-08-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Aug 31, 2024Holding endedinference
    Michigan Laborers' Pension Plan no longer reports Alex Brown (Raymond James) (last held $449,660 at 2023-08-31; absent from the 2024-08-31 filing)
    with Raymond Jamesaskebsa.dol.gov
  • Aug 31, 2024Holding started
    Michigan Laborers' Pension Plan first reports an interest in Blackrock Liquidity Funds: $8 at 2024-08-31
    with Blackrock Liquidity Fundsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Aberdeen Asset Managment appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Aberdeen Asset Managmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Systematic Financial Management appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Amalga Trust Company appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Amalga Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Aberdeen Asset Management no longer appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Aberdeen Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Proxyvote Plus, Inc. appears on Michigan Laborers' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Proxyvote Plus, LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386233976-001
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.