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AllocatorsPlantaft hartley<100m

International Union, United Mine Workers of America Pension Plan

Allocators

Triangle, VA

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Search this name across graphsid dfx:al:f0642467-4a35-4461-b14e-a720f4f72319

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, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
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: $87.0Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 85%
Participants: 575
Commitments: 11with an amount; holdings are counted apart
Managers: 3
Funds: 4
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
Equity Group Trust	Segal Advisors, Inc.	Public equity	$36.9M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Equity Group Trust	Segal Advisors, Inc.	Public equity	$36.7M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Equity Group Trust	Segal Advisors, Inc.	Public equity	$35.0M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$24.1M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$17.3M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$11.9M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
Invesco Macro Allocation Strategy	Invesco Trust Company	Pooled vehicle	$4.8M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Invesco Macro Allocation Strategy	Invesco Trust Company	Pooled vehicle	$3.2M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$2.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$2.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Afl-Cio Building Investment Trust	Great Gray Trust Company	Pooled vehicle	$1.9M	Dec 31, 2023	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; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$373,731	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	1	$737,427	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	0	$61,754	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	22	$19.6M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	2	$2.0M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	70	$60.8M	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
Segal Marco Consulting	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Horizon Actuarial Services	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
Invesco Trust Company	n/a	Dec 31, 2023	n/a	yes	fact
Segal Advisors, Inc.	n/a	Dec 31, 2022	n/a	yes	fact

Relationships

Manages for (2)

← Invesco Trust CompanyManager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Segal Advisors, Inc.Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500

Sponsors (1)

← International Union, United Mine Workers of AmericaPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (2)

→ Segal Marco ConsultingInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Horizon Actuarial ServicesInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
International Union, United Mine Workers of America Pension Plan no longer reports Invesco Macro Allocation Strategy (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
Invesco Macro Allocation Strategy Form 5500observed 4 days ago
$3.2M

Show 1 bookkeeping events

Occurred
Jan 1, 2023
International Union, United Mine Workers of America Pension Plan plan assets $97M -> $82M (-15.1%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:f0642467-4a35-4461-b14e-a720f4f72319
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.