Michigan Laborers' Pension Plan
Taft-Hartley plan, based in Lansing, Michigan, reporting $1.3B in assets, for 27,316 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Royanne M. Phillips appears on Michigan Laborers' Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers, 1 more manager, 19 more commitments and 7 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 S&p Global Largemidcap3 commitments
- QSI Index3 commitments
- Short Term Investment Fund3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust4 commitments
- Blackrock Investments, LLC2 commitments
Relationship network
59 connected entities22 observed commitments10 repeat counterpartiescommitments 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
- 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
- Royanne M. Phillips General consultantthrough Aug 31, 2025 Form 5500
- Proxyvote Plus, LLC Investment adviser (plan)through Aug 31, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
+3 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
- State Street Global Advisors Trust Company12 rows, latest Aug 31, 2025
- State Street Global Advisors Trust4 rows, latest Aug 31, 2025
- Blackrock Investments, LLC2 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Investments, LLCplan years
- State Street Global Advisors Trust Companyplan years
- Systematic Financial Managementplan years 2024
+15 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, 2024Consultant changedinferenceRoyanne 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 changedinferenceProxyvote 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 endedinferenceAberdeen 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 startedAberdeen 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 endedinferenceMichigan 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
+7 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 Aug 31, 2025 | Blackrock Liquidity Fundscollective trust | Blackrock Investments, LLC | Cash | $9 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust | Pooled vehicles | $817,017 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | QSI Indexcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $58.6M held | Disclosed holding | askebsa.dol.gov |
+19 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 Aug 31, 2025 | 27,316 | Not disclosed | Not disclosed | n/a | $1.3B | $412M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 25,086 | Not disclosed | Not disclosed | n/a | $1.3B | $403M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 25,120 | Not disclosed | Not disclosed | n/a | $1.1B | $360M | Not disclosed | Not disclosed |
- Welfare & Pension Administration codes 10 13 15 50 $1.2M PY2024
- Maketa Investment Group codes 27 50 $534,648 PY2024
- Sierra Investmetn Partners, Inc. codes 28 51 $442,900 PY2024
+109 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Michigan Laborers' Pension Plan sits on 16 traced paths of capital across the graphs.
DFX traced 16 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+9 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
+25 connections on the graph
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