This allocator's name, 1 more adviser, 10 more managers, 40 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Minnesota
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $2.4B in assets, for 33,266 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.4B
- Funded ratio
- 107.5%
- Fund commitments
- 14
- Managers
- 13
Nothing material in the last 90 days. Last change: 31 Dec 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust4 commitments
- Bnym Mellon Afl-Cio Sl Stock Index4 commitments
- Ssga S&p Midcap 400 Index Securitie4 commitments
- State Street Global Advisors Trust8 commitments
- State Street Global Advisors Trust Company5 commitments
- Great Gray Trust Company4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 15.5%
- 103-12 investment entities 4.5%
- Common/collective trusts 48.4%
- Pooled separate accounts 6.2%
- Registered investment companies 10.7%
- Common stock 12.2%
- Callan LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2025 Form 5500
- M&t Bank Custodianthrough Dec 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust8 rows, latest Dec 31, 2025
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2025
- Great Gray Trust Company4 rows, latest Dec 31, 2025
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreetplan years
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Holding endedinference
- Dec 31, 2025Assets changed$259Maskebsa.dol.gov
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Capital International, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Brandywine Global Investment Mgmt.askebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $54.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | CF Arrowstreet Intnatl Equ Awci Excollective trust | Arrowstreet | Pooled vehicles | $280M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $228M held | Disclosed holding | askebsa.dol.gov |
+40 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 33,266 | Not disclosed | Not disclosed | n/a | $2.4B | $370M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 31,233 | Not disclosed | Not disclosed | n/a | $2.1B | $236M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 30,860 | Not disclosed | Not disclosed | n/a | $2.0B | $235M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 31,499 | Not disclosed | Not disclosed | n/a | $1.8B | $189M | Not disclosed | Not disclosed |
- Wilson Mcshane codes 13 56 $1.9M PY2025
- Ullico Investment Advisors codes 28 $1.5M PY2025
- Union Labor Life Insurance Company codes 28 55 $690,082 PY2025
+164 more service providers
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Provenance
This record sits on 7 traced paths of capital across the graphs.
DFX traced 7 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+23 connections on the graph
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