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
Central States, Southeast & Southwest Areas Pension Plan
Taft-Hartley planChicago, IL
Assets
$48B
Total assets, Dec 31, 2024 reported
Funded
15.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: Trustees of Central States, Se and Sw Areas Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 0.0%
- Corporate debt instruments (preferred) 16.4%
- U.S. Government securities 58.3%
- Employer securities 0.6%
- Other investments 0.5%
- Other loans 20.1%
- Common stock 0.0%
Consultants and advisers
5 firms
- David H Coar General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Financial Management, Inc Named fiduciaryCustodianthrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Investments Named fiduciarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Fidelity Institutional Asset Mgmtplan years 2024
- Northern Trust Co.plan years 2023
- Insight North America LLCplan years 2023
- Payden & Rygelplan years 2023
- J.P. Morgan Investment Managementplan years 2023
- Loomis Saylesplan years 2023
- Garcia Hamilton & Associates, L.P.plan years 2023
- Pgim Incplan years 2023
- Russell Investments Implementationplan years 2023
- Mellon Capital Managementplan years 2022
- Blackrock Financial Management, Incplan years 2022
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $66.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $16.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 338,986 | n/a | n/a | n/a | $48B | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 349,729 | n/a | n/a | n/a | $50B | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 357,056 | n/a | n/a | n/a | $43B | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Bank of New York Mellon codes 15 19 62 $8.7M PY2024
- Insight North America LLC codes 51 $4.2M PY2024
- Blackrock Financial Management Inc. codes 31 50 51 $4.0M PY2024
- JP Morgan Investment Management Inc codes 28 51 $3.1M PY2024
- Payden and Rygel codes 51 $3.0M PY2024
- Russell Inv Implementation Srvcs codes 51 71 $1.5M PY2024
- Loomis Sayles and Company codes 51 $1.3M PY2024
- Pgim Inc codes 51 $628,178 PY2024
- Fidelity Institutional Asset Mgmt codes 51 $461,936 PY2024
- CDW Direct codes 49 $417,599 PY2024
- Northern Trust Company codes 51 $393,305 PY2024
- Groom Law Group, Chartered codes 29 49 $370,466 PY2024
- The Segal Company codes 11 49 $362,060 PY2024
- Microsoft Corporation codes 49 $296,070 PY2024
- Peterson Technology Partners Inc codes 49 $282,461 PY2024
- Vitech Systems Sub Inc codes 49 $275,689 PY2024
- Mellon Investments Corporation codes 51 $235,860 PY2024
- Withum Smith & Brown, PC codes 10 $223,080 PY2024
- Schiele Graphics Inc codes 49 $220,558 PY2024
- Fernando J Rodriguez codes 30 $204,605 PY2024
- Thomas C Nyhan codes 30 $197,959 PY2024
- 5wyre LLC codes 49 $160,169 PY2024
- John J Franczyk codes 30 $154,094 PY2024
- Holly Gustafson codes 30 $153,440 PY2024
- Brad R Berliner codes 30 $153,259 PY2024
- Pension Benefit Information LLC codes 49 $153,000 PY2024
- Devsquad codes 49 $150,654 PY2024
- Robert a. Coco codes 30 $149,034 PY2024
- Michael Stuber codes 30 $147,867 PY2024
- Andrew M Sprau codes 30 $147,785 PY2024
- Dorice M Suckow codes 30 $143,809 PY2024
- Bonnie a Velazquez codes 30 $143,608 PY2024
- Charley H Lee codes 30 $143,594 PY2024
- Donna J Kuxhause codes 30 $142,384 PY2024
- Jeannette B Roszko codes 30 $141,928 PY2024
- IT Associates Inc codes 49 $141,573 PY2024
- Cesar Alvarez codes 30 $141,172 PY2024
- Jayne Caminiti codes 30 $141,131 PY2024
- Infor US Inc codes 49 $140,491 PY2024
- Rita M Manfredini codes 30 $139,108 PY2024
- AMY L Puchalski codes 30 $138,688 PY2024
- Lauren a Schreiber codes 30 $138,442 PY2024
- Tracy L Stallworth codes 30 $137,748 PY2024
- Matthew S Dragoo codes 30 $136,771 PY2024
- Martin G Egan codes 30 $135,538 PY2024
- Teresa M Zuniga codes 30 $135,391 PY2024
- Charlotte Yankowski codes 30 $134,886 PY2024
- Patrick Sloan codes 30 $134,437 PY2024
- Centurylink codes 49 $134,085 PY2024
- ANN Schroeder codes 30 $133,348 PY2024
- Timothy C Reuter codes 30 $133,169 PY2024
- Joseph D Wiater codes 30 $132,550 PY2024
- Tina M Keena codes 30 $132,097 PY2024
- Leda Baratti codes 30 $132,021 PY2024
- Elizabeth Lopez codes 30 $131,871 PY2024
- Mary a Chavez codes 30 $131,057 PY2024
- Carmela Bagnola codes 30 $128,230 PY2024
- Cecilia Ford codes 30 $127,837 PY2024
- Steven J van Rossem codes 30 $126,982 PY2024
- Natalie M Plucinski codes 30 $126,111 PY2024
- Marklyn W Pierre codes 30 $125,097 PY2024
- Elizabeth P Allen codes 30 $124,763 PY2024
- Patricia a Shilney codes 30 $124,681 PY2024
- Andrew J Herink codes 30 $124,515 PY2024
- Vianett Alfaro codes 30 $124,434 PY2024
- Andrea C Cullinan codes 30 $122,479 PY2024
- Timothy E Christians codes 30 $122,128 PY2024
- Megan Griffiths codes 30 $120,921 PY2024
- Victoria Benitez codes 30 $120,695 PY2024
- Karl Lewis codes 30 $120,655 PY2024
- Brian P Schroeder codes 30 $120,637 PY2024
- Kathleen a Byrne codes 30 $119,968 PY2024
- Oracle America Inc codes 49 $118,387 PY2024
- Peter Priede codes 30 $117,644 PY2024
- Lisa Seifrid codes 30 $117,431 PY2024
- Alexandria M Bendinelli codes 30 $117,160 PY2024
- Bradley Grimes codes 30 $115,453 PY2024
- Kyle J Gadbois codes 30 $115,350 PY2024
- Nikki a Baczkowski codes 30 $115,103 PY2024
- Albert M Madden codes 30 $114,978 PY2024
What changed
6 events
- Dec 31, 2024Consultant changedinferenceDavid H Coar no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with David H Coaraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock Financial Management Inc. no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Dec 31, 2024Assets changedCentral States, Southeast & Southwest Areas Pension Plan total assets $49.7B -> $48.2B (-2.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedJP Morgan Investment Management Inc appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedCentral States, Southeast & Southwest Areas Pension Plan total assets $42.6B -> $49.7B (+16.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedCentral States, Southeast & Southwest Areas Pension Plan plan assets $8.2B -> $5.7B (-29.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366044243-001
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.