Midwest Pension Plan
Taft-Hartley plan, based in Hillside, Illinois, reporting $130M in assets, for 11,544 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Midwest Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $11M at 2025-12-31.
5 more advisers, 8 more managers, 28 more commitments and 30 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Allegiance Real Estate Fund4 commitments
- Multi-Employer Property Trust4 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- ABS Allegiance Real Estate4 commitments
- NEW Tower Trust Company4 commitments
- National Investment Svcs of Amer4 commitments
Relationship network
82 connected entities31 observed commitments18 repeat counterparties15 dated commitments shown here, 2022 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 0.9%
- Other investments 9.6%
- Partnership/joint venture interests 10.1%
- 103-12 investment entities 0.4%
- Common/collective trusts 22.0%
- Registered investment companies 53.9%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Everactive Solutions, Inc General consultantthrough Dec 31, 2025 Form 5500
- Investment Performance Services Investment adviser (plan)through Dec 31, 2025 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- ABS Allegiance Real Estate4 rows, latest Dec 31, 2025
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
- National Investment Svcs of Amer4 rows, latest Dec 31, 2025
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- LSV Asset Managementplan years 2025
- National Investment Svcs of Amerplan years 2025
- Hardman Johnston Global Advisorsplan years 2025
+21 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2025Holding startedMidwest Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $11M at 2025-12-31with NIS Core Fixed Income Qp Fund, LLCaskebsa.dol.gov
- Dec 31, 2025Holding startedMidwest Pension Plan first reports an interest in NIS High Yield Qp Fund, LLC: $458,479 at 2025-12-31with NIS High Yield Qp Fund, LLCaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceMidwest Pension Plan no longer reports APC High Yield Bond Fund LP (last held $12M at 2024-12-31; absent from the 2025-12-31 filing)with APC High Yield Bond Fund, LPaskebsa.dol.gov
- Dec 31, 2025Holding startedMidwest Pension Plan first reports an interest in NIS Total Absolute Return Qp Fund: $1M at 2025-12-31with NIS Total Absolute Return Qp Fundaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceMidwest Pension Plan no longer reports Victory Trivalent International Sma (last held $6M at 2024-12-31; absent from the 2025-12-31 filing)with Victory Trivalent International Smaaskebsa.dol.gov
+30 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $1.0M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 11,544 | Not disclosed | Not disclosed | n/a | $130M | $13.1M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 11,349 | Not disclosed | Not disclosed | n/a | $123M | $17.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,386 | Not disclosed | Not disclosed | n/a | $127M | $31.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,431 | Not disclosed | Not disclosed | n/a | $132M | $26.4M | Not disclosed | Not disclosed |
- Chevy Chase Trust codes 21 28 51 $148,254 PY2025
- Automatic Data Processing codes 49 $142,272 PY2025
- Bridgeway Benefit Technologies LLC codes 16 $99,605 PY2025
+130 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Midwest Pension Plan sits on 21 traced paths of capital across the graphs.
DFX traced 21 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-12-31source on record
- Holding in a pooled vehicle started2025-12-31source on record
- Holding in a pooled vehicle ended2025-12-31source on record
+32 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+39 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.