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West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan

Allocators

Troy, MI

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Search this name across graphsid dfx:al:2881bd84-2922-47ba-965d-948ac6865667

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $272Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 100%
Participants: 1,636
Commitments: 21with an amount; holdings are counted apart
Managers: 6
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fidelity U.S. Bond Index Fund	n/a	Fixed income	$24.8M	Jun 30, 2025	Separate account	Dol form 5500 pension
Baird Core Plus Bond Instl Cl	Minnesota Life Insurance	Fixed income	$24.7M	Jun 30, 2025	Separate account	Dol form 5500 pension
Baird Core Plus Bond Instl Cl	Minnesota Life Insurance	Fixed income	$21.5M	Jun 30, 2024	Separate account	Dol form 5500 pension
Baird Core Plus Bond Instl Cl	Minnesota Life Insurance	Fixed income	$19.0M	Jun 30, 2023	Separate account	Dol form 5500 pension
Fidelity U.S. Bond Index Fund	n/a	Fixed income	$16.8M	Jun 30, 2024	Separate account	Dol form 5500 pension
Fidelity U.S. Bond Index Fund	n/a	Fixed income	$11.8M	Jun 30, 2023	Separate account	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$7.4M	Jun 30, 2025	103 12 ie	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$6.8M	Jun 30, 2024	103 12 ie	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$6.5M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Parametric Defensive Equity Fund	Parametric Portfolio Associates	Public equity	$5.9M	Jun 30, 2023	103 12 ie	Dol form 5500 pension
Neuberger Berman U.S. Equity Index	Neuberger Berman	Public equity	$5.8M	Jun 30, 2025	103 12 ie	Dol form 5500 pension
Neuberger Berman U.S. Equity Index	Neuberger Berman	Public equity	$5.4M	Jun 30, 2024	103 12 ie	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$4.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Neuberger Berman U.S. Equity Index	Neuberger Berman	Public equity	$3.1M	Jun 30, 2023	103 12 ie	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$3.1M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$3.0M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$2.6M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Comerica Short-Term Fund	Comerica Bank	cash	$1.9M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Longview Ultra Construction Loan in	Amalgamated Bank	Private credit	$1,941	Jun 30, 2024	Collective trust	Dol form 5500 pension
Longview Ultra Construction Loan in	Amalgamated Bank	Private credit	$1,748	Jun 30, 2023	Collective trust	Dol form 5500 pension
Longview Ultra Construction Loan in	Amalgamated Bank	Private credit	$722	Jun 30, 2025	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 24 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$6.5M	Jun 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$2.4M	Jun 30, 2025	Derived
Other investments	n/a	n/a	n/a	0	$7,394	Jun 30, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	13	$36.2M	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	2	$5.7M	Jun 30, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	5	$13.2M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	73	$199M	Jun 30, 2025	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	2	$6.5M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Milliman, Inc.	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Comerica Bank	custodian	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Marquette Associates Inc.	General consultant	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Parametric Portfolio Associates	n/a	Jun 30, 2025	n/a	yes	fact
Amalgamated Bank	n/a	Jun 30, 2023	n/a	yes	fact
Angelo, Gordon & Co.	Investment management	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Manages for (3)

← Parametric Portfolio AssociatesManager with allocator capital
Jun 30, 2025 to presentfactForm 5500
← Amalgamated BankInvestment consultant
Jun 30, 2023 to presentfactForm 5500
← Angelo, Gordon & Co.Manager with allocator capitalInvestment management
Jul 1, 2023 to Jun 30, 2024factForm 5500

Sponsors (1)

← Board of Trustees West Mi Plumbers Local Union No 174 Pension PlanPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Milliman, Inc.Investment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Comerica BankInvestment consultantcustodian
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Marquette Associates Inc.Investment consultantGeneral consultant
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Show 5 bookkeeping events

Occurred
Jun 30, 2025
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan total assets $244M -> $272M (+11.5%, 2024-06-30 to 2025-06-30)
Occurred
Jul 1, 2024
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan plan assets $220M -> $244M (+11.0%, 2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2024
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan funded ratio 96.1% -> 99.8% (2023-07-01 to 2024-07-01)
Occurred
Jun 30, 2024
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan total assets $220M -> $244M (+11.0%, 2023-06-30 to 2024-06-30)
Occurred
Jul 1, 2023
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan funded ratio 93.5% -> 96.1% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:2881bd84-2922-47ba-965d-948ac6865667
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.