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

Iron Workers' Mid-America Pension Plan

Taft-Hartley planLansing, IL
Assets
$999M
Total assets, Dec 31, 2024 reported
Funded
90.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
none on the tape
Plan sponsor: Board of Trustees of Iw Mid-America Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 0.0%
  • Partnership/joint venture interests 11.0%
  • 103-12 investment entities 1.8%
  • Common/collective trusts 38.6%
  • Registered investment companies 47.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 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 Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$237M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$65.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comerica Short-Term Fundcollective trustComerica BankCash$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$227M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$52.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Short-Term Fundcollective trustComerica BankCash$43.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$45.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$180M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$45.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Short-Term Fundcollective trustComerica Bank & Trust, National AssociationCash$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$17.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$41.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$15.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$999M Dec 31, 2024 reported Form 5500
$928M (2023-12) · $844M (2022-12)
Plan assets
$926M Jan 1, 2024 reported Form 5500
$842M (2023-01) · $946M (2022-01)
Net assets
$998M Dec 31, 2024 reported Form 5500
$927M (2023-12) · $843M (2022-12)
Funded ratio
90.5% Jan 1, 2024 reported Form 5500
88.1% (2023-01) · 87.4% (2022-01)
Participants
10,791 Jan 1, 2024 reported Form 5500
9,787 (2023-01) · 9,792 (2022-01)
Contributions
$55.9M Dec 31, 2024 reported Form 5500
$56.9M (2023-12) · $53.0M (2022-12)
Benefits paid
$68.3M Dec 31, 2024 reported Form 5500
$67.5M (2023-12) · $65.2M (2022-12)
Net investment income
$70.6M Dec 31, 2024 reported Form 5500
$83.9M (2023-12) · $-104M (2022-12)
Investment management fees
$2.1M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $2.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,791n/an/an/a$999M$110Mn/an/a
2023 to Dec 31, 20239,787n/an/an/a$928M$115Mn/an/a
2022 to Dec 31, 20229,792n/an/an/a$844M$124Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Ullico Investment Advisors Inc. codes 28 51 $270,746 PY2024
  • Fiducient Advisors LLC codes 16 50 $236,551 PY2024
  • The Segal Company (midwest), Inc. codes 11 50 $207,375 PY2024
  • P. Flasch codes 14 50 56 $149,005 PY2024
  • Legacy Professionals LLP codes 10 15 50 $142,830 PY2024
  • Baum Sigman Auerbach & Neuman, Ltd codes 29 50 $131,602 PY2024
  • Bridgeway Benefit Technologies, LLC codes 49 50 $125,006 PY2024
  • ASB Capital Management, LLC codes 28 51 $122,884 PY2024
  • L. Gillund codes 30 50 $90,718 PY2024
  • Comerica codes 18 19 28 49 59 62 72 $83,782 PY2024
  • First Light Prism Feeder Fund Ltd codes 28 51 68 $78,437 PY2024
  • J.P. Morgan Investment Management codes 27 28 51 $77,209 PY2024
  • S. Monahan codes 30 50 $70,579 PY2024
  • E. Ferree codes 30 50 $65,437 PY2024
  • K. Williamson codes 30 50 $59,656 PY2024
  • R. Tripamer codes 30 50 $48,783 PY2024
  • J. Faught codes 30 50 $46,460 PY2024
  • J.P. Burke codes 30 50 $46,096 PY2024
  • A. Herrndobler codes 30 50 $46,030 PY2024
  • A. Reyes codes 30 50 $45,131 PY2024
  • T. Johnson codes 30 50 $45,040 PY2024
  • Amalgamated Bank of Chicago codes 50 62 65 $37,782 PY2024
  • Northern Trust Corporation codes 28 51 52 99 $33,575 PY2024
  • A. Ambrose codes 30 50 $32,036 PY2024
  • Premier Technology Solutions Inc. codes 49 50 $22,797 PY2024
  • Datamation Imaging Services codes 49 50 $5,061 PY2024
  • American Realty Advisors codes 34 50 $5,000 PY2024
  • Ullico Infrastructure Tax Exempt Fu Sched. D E $17.8M PY2024
  • NT Collective S&p 500 Index Fund Sched. D C $237M PY2024
  • NT Collective S&p 400 Index Fund Sched. D C $65.7M PY2024
  • Afl-Cio Building Investment Trust Sched. D C $7.4M PY2024
  • Comerica Short-Term Fund Sched. D C $15.6M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $12.0M PY2024
  • Neuberger Berman Strategic Multi-Se Sched. D C $47.9M PY2024
  • Segal codes 11 PY2024
  • Ullico Investment Advisors Inc. codes 28 51 $257,935 PY2023
  • Fiducient Advisors LLC codes 16 50 $231,599 PY2023
  • The Segal Company (midwest), Inc. codes 11 50 $161,347 PY2023
  • First Light Prism Feeder Fund Ltd codes 28 51 68 $154,713 PY2023
  • ASB Capital Management, LLC codes 28 51 $153,444 PY2023
  • P. Flasch codes 14 50 $144,250 PY2023
  • Legacy Professionals LLP codes 10 50 $141,349 PY2023
  • Baum Sigman Auerbach & Neuman, Ltd codes 29 50 $100,952 PY2023
  • L. Gillund codes 30 50 $86,456 PY2023
  • Comerica codes 18 19 28 49 59 62 72 $83,098 PY2023
  • J.P. Morgan Investment Management codes 27 28 51 $79,420 PY2023
  • Bridgeway Benefit Technologies, LLC codes 49 50 $79,068 PY2023
  • S. Monahan codes 30 50 $68,859 PY2023
  • K. Williamson codes 30 50 $58,924 PY2023
  • E. Ferree codes 30 50 $56,741 PY2023
  • R. Tripamer codes 30 50 $46,731 PY2023
  • J.P. Burke codes 30 50 $46,718 PY2023
  • J. Faught codes 30 50 $43,955 PY2023
  • A. Reyes codes 30 50 $43,947 PY2023
  • A. Herrndobler codes 30 50 $43,818 PY2023
  • T. Johnson codes 30 50 $43,586 PY2023
  • Amalgamated Bank of Chicago codes 62 65 $33,443 PY2023
  • Northern Trust Corporation codes 28 51 52 99 $29,998 PY2023
  • Datamation Imaging Services codes 49 50 $8,643 PY2023
  • NT Collective S&p 400 Index Fund Sched. D C $52.8M PY2023
  • Newtower Trust Company Multi-Employ Sched. D C PY2023
  • Afl-Cio Building Investment Trust Sched. D C $7.4M PY2023
  • Comerica Short-Term Fund Sched. D C $43.8M PY2023
  • NT Collective S&p 500 Index Fund Sched. D C $227M PY2023
  • Neuberger Berman Strategic Multi-Se Sched. D C $45.1M PY2023
  • Ullico Infrastructure Tax Exempt Fu Sched. D E $16.8M PY2023
  • ASB Allegiance Real Estate Fund Sched. D C $14.1M PY2023
  • Segal codes 11 PY2023
  • Ullico Investment Advisors Inc. codes 28 51 $277,452 PY2022
  • First Light Prism Feeder Fund Ltd codes 28 51 68 $234,320 PY2022
  • Fiducient Advisors LLC codes 16 50 $230,000 PY2022
  • ASB Capital Management, LLC codes 28 51 $173,135 PY2022
  • The Segal Company (midwest), Inc. codes 11 50 $153,394 PY2022
  • Legacy Professionals LLP codes 10 50 $139,751 PY2022
  • P. Flasch codes 14 50 $139,493 PY2022
  • J.P. Morgan Investment Management codes 27 28 51 $128,137 PY2022
  • Baum Sigman Auerbach & Neuman, Ltd codes 29 50 $122,307 PY2022
  • Bridgeway Benefit Technologies, LLC codes 49 50 $78,047 PY2022
  • L. Gillund codes 30 50 $77,196 PY2022
  • S. Monahan codes 30 50 $62,842 PY2022
What changed
9 events
  • Jan 1, 2024Funded status changed
    Iron Workers' Mid-America Pension Plan funded ratio 88.1% -> 90.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers' Mid-America Pension Plan no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
    with NEW Tower Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Iron Workers' Mid-America Pension Plan first reports an interest in Comerica Short-Term Fund (Comerica Bank): $44M at 2023-12-31
    with Comerica Bankaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Iron Workers' Mid-America Pension Plan no longer reports Comerica Short-Term Fund (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)
    with Comerica Short-Term Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Nat'l Investment Svcs of America no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Investment Svcs of Ameraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Earnest Partners, LLC no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with WCM Investment Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Neuberger Berman Investment Adviser no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Neuberger Berman Investment Adviseraskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Alliance Bernstein no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Alliance Bernstein, L.P.askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Iron Workers' Mid-America Pension Plan plan assets $946M -> $842M (-11.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366488227-001
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.