This allocator's name, 10 more managers, 53 more commitments and 33 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 Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $1.9B in assets, for 21,490 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 76.0%
- Fund commitments
- 19
- Managers
- 22
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Global Equity Long-Only Fund LP3 commitments
- NIS Preferred Stock Fund II, LLC3 commitments
- NIS Intermediate Fixed Income Fund3 commitments
- National Investment Svcs of Amer9 commitments
- Washington Capital Management, Inc.9 commitments
- BNY Mellon6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 2.8%
- Other investments 0.2%
- Partnership/joint venture interests 24.1%
- 103-12 investment entities 8.6%
- Common/collective trusts 43.7%
- Registered investment companies 3.8%
- Common stock 15.4%
- Nepc, LLC Pension consultantthrough Apr 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Apr 30, 2023 Form 5500
- Ethan E. Kra Actuarial Services LLC Actuarythrough Apr 30, 2023 Form 5500
- National Investment Svcs of Amer9 rows, latest Apr 30, 2025
- Washington Capital Management, Inc.9 rows, latest Apr 30, 2025
- BNY Mellon6 rows, latest Apr 30, 2025
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Washington Capital Management, Inc.plan years 2023
- Maj Invest Equityplan years
- Crescent Capitalplan years
+56 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Apr 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith Westport Capital Partners LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Schroder Investment Management Nortaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Ccmp Capital Investors III LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Terracap Management, LLCaskebsa.dol.gov
+33 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 | Global Equity Long-Only Fund LP103 12 ie | Fiera Capital | Public equity | $115M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS Preferred Stock Fund II, LLCcollective trust | National Investment Svcs of Amer | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS Intermediate Fixed Income Fundcollective trust | National Investment Svcs of Amer | Fixed income | $82.7M held | Disclosed holding | askebsa.dol.gov |
+53 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 | 21,490 | Not disclosed | Not disclosed | n/a | $1.9B | $466M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 20,276 | Not disclosed | Not disclosed | n/a | $1.8B | $439M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 19,458 | Not disclosed | Not disclosed | n/a | $1.6B | $446M | $0 | Not disclosed |
- Ares Commercial Real Estate Managem codes 28 50 51 52 $2.4M PY2024
- Pgim codes 28 50 51 52 $1.5M PY2024
- Blackstone Infrastructure Partners codes 28 50 51 52 $970,293 PY2024
+257 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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 ended2025-04-30source
- Funded status changed2023-05-01source
- Funded status changed2024-05-01source
+35 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
+66 connections on the graph
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