This allocator's name, 1 more adviser, 3 more managers, 14 more commitments and 5 more dated events
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $195M in assets, for 3,152 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $195M
- Funded ratio
- 88.7%
- Fund commitments
- 7
- Managers
- 5
Nothing material in the last 90 days. Last change: 1 May 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Collective Short Term Investment Fd3 commitments
- LSV International Equity Trust3 commitments
- Russell 1000 Growth Index Fund3 commitments
- Vanguard4 commitments
- Northern Trust Investments, Incorporated3 commitments
- LSV Asset Management3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Corporate debt instruments (other) 1.8%
- Other investments 16.5%
- 103-12 investment entities 25.2%
- Common/collective trusts 17.9%
- Registered investment companies 15.1%
- Common stock 21.2%
- Meketa Investment Group Inc. Investment adviser (plan)through Apr 30, 2023 Form 5500
- Morgan Stanley Global Banking Investment adviser (plan)through Apr 30, 2023 Form 5500
- Northern Trust Co. Custodianthrough Apr 30, 2023 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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- Vanguard4 rows, latest Apr 30, 2025
- Northern Trust Investments, Incorporated3 rows, latest Apr 30, 2025
- LSV Asset Management3 rows, latest Apr 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years
- Northern Trust Investments, Incorporatedplan years
- Vanguardplan years
+7 more Schedule C managers
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- May 1, 2024Assets changed$17.8Maskebsa.dol.gov
- Apr 30, 2024Holding started
- Apr 30, 2024Holding started
- Apr 30, 2024Holding started
- Apr 30, 2024Holding started
+5 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 Apr 30, 2025 | Collective Short Term Investment Fdcollective trust | Northern Trust Investments, Incorporated | Cash | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Emerging Markets Core Equity Fund103 12 ie | Dimensional Fund Advisors, LP | Public equity | $16.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Total Bond Market Index Fund103 12 ie | Vanguard | Fixed income | $13,439 held | Disclosed holding | askebsa.dol.gov |
+14 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 3,152 | Not disclosed | Not disclosed | n/a | $195M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 3,045 | Not disclosed | Not disclosed | n/a | $186M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 2,994 | Not disclosed | Not disclosed | n/a | $167M | Not disclosed | Not disclosed | Not disclosed |
- Benesys, Inc. codes 10 13 14 15 50 $168,331 PY2024
- LSV Asset Management codes 28 51 $142,449 PY2024
- Novara Tesija, Plc codes 29 50 $114,043 PY2024
+65 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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 started2024-04-30source
- Holding in a pooled vehicle started2024-04-30source
- Holding in a pooled vehicle started2024-04-30source
+7 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
+15 connections on the graph
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