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AllocatorsPlancorporate pension<100m

United Mine Workers of America 1974 Pension Trust Employees' Pension Plan

Allocators

Washington, DC

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Search this name across graphsid dfx:al:9fc7b4a9-86ef-4337-9d80-7435a77752b9

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
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: $63.2Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 93%
Participants: 493
Commitments: 18with an amount; holdings are counted apart
Managers: 2
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
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
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$14.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$14.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$13.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$12.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Long US Credit Indx Nl Fund	State Street Global Advisors Trust Company	Private credit	$11.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Acwi Ex-Us Superfund	Blackrock Insti. Trust Company, N.A	Pooled vehicle	$11.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$10.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$8.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State St Lng US Govt Bd Ind Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$8.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Equity Value Fund	Blackrock Insti. Trust Company, N.A	Public equity	$6.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Equity Value Fund	Blackrock Insti. Trust Company, N.A	Public equity	$6.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Equity Value Fund	Blackrock Insti. Trust Company, N.A	Public equity	$5.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Blackrock Equity Growth Fund a	Blackrock Insti. Trust Company, N.A	Public equity	$5.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Blackrock Equity Growth Fund a	Blackrock Insti. Trust Company, N.A	Public equity	$3.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Blackrock Equity Growth Fund a	Blackrock Insti. Trust Company, N.A	Public equity	$3.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Extended Equity Market Fund	Blackrock Insti. Trust Company, N.A	Public equity	$2.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Extended Equity Market Fund	Blackrock Insti. Trust Company, N.A	Public equity	$2.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Extended Equity Market Fund	Blackrock Insti. Trust Company, N.A	Public equity	$2.2M	Dec 31, 2022	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; 9 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Other investments	n/a	n/a	n/a	8	$5.3M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	80	$50.7M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	1	$514,760	Dec 31, 2024	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
State Street Global Advisors Trust Company	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Blackrock Institutional Trust Co,na	trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	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
Blackrock Insti. Trust Company, N.A	n/a	Dec 31, 2022	n/a	yes	fact
Corecommodity Managment, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Blackrock Insti. Trust Company, N.AManager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← Corecommodity Managment, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← 1974 Pension Trust EmployeesInvestment consultantPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ State Street Global Advisors Trust CompanyManager with allocator capitalcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Blackrock Institutional Trust Co,naInvestment consultanttrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Milliman, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Show 4 bookkeeping events

Occurred
Dec 31, 2024
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan total assets $56M -> $63M (+12.8%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan funded ratio 90.0% -> 92.5% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan plan assets $71M -> $52M (-26.6%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan funded ratio 104.8% -> 90.0% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9fc7b4a9-86ef-4337-9d80-7435a77752b9
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.