Iron Workers' Mid-America Pension Plan
Taft-Hartley plan, based in Lansing, Illinois, reporting $999M in assets, for 10,791 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 1, 2024, Iron Workers' Mid-America Pension Plan funded ratio 88.1% -> 90.5% (2023-01-01 to 2024-01-01).
1 more adviser, 4 more managers, 19 more commitments and 4 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- NT Collective S&p 500 Index Fund3 commitments
- NT Collective S&p 400 Index Fund Nl3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Northern Trust Investments, Inc.6 commitments
- Great Gray Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
58 connected entities22 observed commitments14 repeat counterparties16 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 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
- Fiducient Advisors LLC General consultantthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors, Inc.plan years 2022
- First Light Prism Feeder Fund Ltdplan years 2022
- National Investment Svcs of Amerplan years 2022
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jan 1, 2024Funded status changedIron Workers' Mid-America Pension Plan funded ratio 88.1% -> 90.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceIron 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 startedIron Workers' Mid-America Pension Plan first reports an interest in Comerica Short-Term Fund (Comerica Bank): $44M at 2023-12-31with Comerica Bankaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceIron 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 endedinferenceNat'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
+4 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 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $237M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 400 Index Fund Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $65.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $7.4M 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 Dec 31, 2024 | 10,791 | Not disclosed | Not disclosed | n/a | $999M | $110M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,787 | Not disclosed | Not disclosed | n/a | $928M | $115M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,792 | Not disclosed | Not disclosed | n/a | $844M | $124M | Not disclosed | Not disclosed |
- 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
+102 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers' Mid-America 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
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
- Holding in a pooled vehicle started2023-12-31source on record
+6 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
+13 connections on the graph
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