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Midwest Pension Plan

Allocators

Hillside, IL

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Search this name across graphsid dfx:al:c5125b79-ff3a-4f0a-a620-7137b727cfa5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 35
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: $130Mlatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Funded ratio: 110%
Participants: 11,544
Commitments: 31with an amount; holdings are counted apart
Managers: 6
Funds: 14
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2025
Consultants: 4
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 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; showing 25 of 31

Vehicle	Manager	Bucket	Value	As of	Kind	Source
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$22.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$17.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$14.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective Russell 1000 Growth I	Northern Trust Collective Eafe Inde	Pooled vehicle	$13.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
ASB Allegiance Real Estate Fund	ABS Allegiance Real Estate	Real estate	$12.4M	Dec 31, 2025	Collective trust	Dol form 5500 pension
APC High Yield Bond Fund LP	n/a	Fixed income	$11.8M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
NIS Core Fixed Income Qp Fund, LLC	n/a	Fixed income	$11.5M	Dec 31, 2025	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$9.5M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$8.4M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Inter Enh Core US Rl Est Inc Fd	n/a	Pooled vehicle	$7.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Hardman Johnston Int'l Equity Group	Johnston International Equity	Public equity	$7.9M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Inter Enh Core US Rl Est Inc Fd	n/a	Pooled vehicle	$6.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Collective Intl Equity Fund	n/a	Public equity	$6.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Collective Intl Equity Fund	n/a	Public equity	$6.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Victory Trivalent International Sma	n/a	Pooled vehicle	$6.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NIS Intermediate Fixed Income Fund	n/a	Fixed income	$6.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Victory Trivalent International Sma	n/a	Pooled vehicle	$5.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Victory Trivalent International Sma	n/a	Pooled vehicle	$5.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
LSV International Equity Trust	LSV Int'l Value Equity Trust	Public equity	$4.8M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$4.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$3.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NIS Intermediate Fixed Income Fund	n/a	Fixed income	$3.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$3.3M	Dec 31, 2025	Collective trust	Dol form 5500 pension
Multi-Employer Property Trust	NEW Tower Trust Company	Real estate	$3.2M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NIS Intermediate Fixed Income Fund	n/a	Fixed income	$3.0M	Dec 31, 2024	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; 28 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	1	$1.2M	Dec 31, 2025	Derived
Other investments	n/a	n/a	n/a	10	$12.5M	Dec 31, 2025	Derived
Partnership/joint venture interests	n/a	n/a	n/a	10	$13.1M	Dec 31, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	22	$28.6M	Dec 31, 2025	Derived
103-12 investment entities	n/a	n/a	n/a	0	$535,032	Dec 31, 2025	Derived
Registered investment companies	n/a	n/a	n/a	54	$70.1M	Dec 31, 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
Chevy Chase Trust	trustee	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Investment Performance Services	Investment adviser	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Bridgeway Benefit Technologies	General consultant	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Strategic Capital Inv Advisors	Investment adviser	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Horizon Actuarial Services	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Everactive Solutions, Inc	General consultant	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Milliman, Inc.	actuary	Jan 1, 2025	Dec 31, 2025	no	fact	Dol form 5500 pension
Amalgamated Bank	custodian	Jan 1, 2025	Dec 31, 2025	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
Wellington Management	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
Boyd Watterson Asset Management	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
Hardman Johnston Global Advisors	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
LSV Asset Management	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
International Real Estate Corporati	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
Dearborn Partners LLC	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
National Investment Svcs of Amer	Investment management	Jan 1, 2025	Dec 31, 2025	no	fact
Northern Trust Co.	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Aristotle Credit Partners	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact
Corbin Capital Partners, LP	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Loomis Sayles	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Brown Advisory LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Investment Performance Services	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Global Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Glouston Capital Partners, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
ASB Capital Management LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
GCM Grosvenor L.P.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Hamilton Lane	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Board of Trustees - Midwest Pension PlanPlan sponsorPlan sponsor
Jan 1, 2025 to presentfactForm 5500

Advised by (8)

→ Chevy Chase TrustInvestment consultanttrustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Investment Performance ServicesInvestment consultantInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Bridgeway Benefit TechnologiesInvestment consultantGeneral consultant
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Strategic Capital Inv AdvisorsInvestment consultantInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Everactive Solutions, IncInvestment consultantGeneral consultant
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Milliman, Inc.Investment consultantactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Amalgamated BankInvestment consultantcustodian
Jan 1, 2025 to Dec 31, 2025factForm 5500

Manages for (19)

← Boyd Watterson Asset ManagementInvestment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← International Real Estate CorporatiManager with allocator capitalInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Dearborn Partners LLCManager with allocator capitalInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← National Investment Svcs of AmerManager with allocator capitalInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Hardman Johnston Global AdvisorsInvestment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Wellington ManagementInvestment consultantInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← LSV Asset ManagementManager with allocator capitalInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Loomis SaylesManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← ASB Capital Management LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← GCM Grosvenor L.P.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Hamilton LaneInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Brown Advisory LLCInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Investment Performance ServicesInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Global Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Glouston Capital Partners, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Corbin Capital Partners, LPManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Aristotle Credit PartnersManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Northern Trust Co.Investment consultantInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

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

Occurred
Dec 31, 2025
Consultant changed
Strategic Capital Advisors, Inc. appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
Strategic Capital Inv Advisors Form 5500observed 3 days ago
Occurred
Dec 31, 2025
Manager relationship started
Wellington Management Company LLP appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Wellington Management Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Loomis Sayles & Company, LP appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Loomis Sayles Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Dearborn Partners, LLC appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Dearborn Partners LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
National Investment Services appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
National Investment Svcs of Amer Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Amalgamated Bank of Chicago appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Amalgamated Bank Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Aristotle Credit Partners appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Aristotle Credit Partners Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
LSV Asset Management appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
LSV Asset Management Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Consultant changed
Investment Performance Services LLC appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Investment Performance Services Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Northern Trust Corporation appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Northern Trust Co.Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Hardman Johnston Glbal Advisors Ll appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Hardman Johnston Global Advisors Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Chevy Chase Trust appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Chevy Chase Trust Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Manager relationship started
Intercontinental Real Estate Corp appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
International Real Estate Corporati Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Midwest Pension Plan no longer reports Inter Enh Core US Rl Est Inc Fd (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
Intrcntnl Enhnced Core US Re Inc Fd Form 5500observed 3 days ago
$6.6M
Occurred
Dec 31, 2024
Manager relationship started
Boyd Watterson Asset Management LLC appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Boyd Watterson Asset Management Form 5500observed 3 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Midwest Pension Plan first reports an interest in NT Collective Russell 1000 Growth I (Northern Trust Collective Eafe Inde): $14M at 2024-12-31
Northern Trust Collective Eafe Inde Form 5500observed 3 days ago
$13.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Midwest Pension Plan no longer reports Collective Intl Equity Fund (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)
Collective Intl Equity Fund Form 5500observed 3 days ago
$6.4M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Midwest Pension Plan first reports an interest in LSV International Equity Trust (LSV Int'l Value Equity Trust): $5M at 2024-12-31
LSV Int'l Value Equity Trust Form 5500observed 3 days ago
$4.8M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Midwest Pension Plan first reports an interest in APC High Yield Bond Fund LP: $12M at 2024-12-31
APC High Yield Bond Fund, LP Form 5500observed 3 days ago
$11.8M

Show 16 bookkeeping events

Occurred
Dec 31, 2025
Midwest Pension Plan first reports an interest in NIS High Yield Qp Fund, LLC: $458,479 at 2025-12-31
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports NIS Intermediate Fixed Income Fund (last held $3M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports Victory Trivalent International Sma (last held $6M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
National Investment Services no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
Aristotle Credit Partners no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
LSV Asset Management no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
Loomis Sayles & Company, LP no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
Northern Trust Corporation no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
Amalgamated Bank of Chicago no longer appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $587,031 at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports NT Collective Russell 1000 Growth I (Northern Trust Collective Eafe Inde) (last held $14M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports Hardman Johnston Int'l Equity Group (Johnston International Equity) (last held $9M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Midwest Pension Plan first reports an interest in NIS Total Absolute Return Qp Fund: $1M at 2025-12-31
Occurred
Dec 31, 2025
Midwest Pension Plan no longer reports APC High Yield Bond Fund LP (last held $12M at 2024-12-31; absent from the 2025-12-31 filing)
Occurred
Dec 31, 2025
Midwest Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $11M at 2025-12-31
Occurred
Jan 1, 2023
Midwest Pension Plan plan assets $147M -> $128M (-12.8%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:c5125b79-ff3a-4f0a-a620-7137b727cfa5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.