This allocator's name, 2 more advisers, 9 more managers, 28 more commitments and 6 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 $2.0B in assets, for 18,388 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.0B
- Funded ratio
- 79.5%
- Fund commitments
- 13
- Managers
- 7
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 2000 Alpha Tilts Fund B3 commitments
- Wtc-Cif Opportunistic Invest Alloca3 commitments
- Mesirow Collective Investment Maste3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Wellington Trust Company, Na3 commitments
- Mesirow Institutional Inv Mgmt3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 6.5%
- U.S. Government securities 4.6%
- Other investments 11.5%
- Partnership/joint venture interests 10.1%
- 103-12 investment entities 5.3%
- Common/collective trusts 30.0%
- Pooled separate accounts 1.9%
- Registered investment companies 3.4%
- Common stock 24.7%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Union Bank and Trust Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
- Mesirow Institutional Inv Mgmt3 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+16 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Blackstoneaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Blackstone Infrastructure Advisorsaskebsa.dol.gov
+6 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, 2024 | Russell 2000 Alpha Tilts Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $66.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $66.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mesirow Collective Investment Mastecollective trust | Mesirow Institutional Inv Mgmt | Pooled vehicles | $91.6M held | Disclosed holding | askebsa.dol.gov |
+28 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 Dec 31, 2024 | 18,388 | Not disclosed | Not disclosed | n/a | $2.0B | $203M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 18,196 | Not disclosed | Not disclosed | n/a | $1.9B | $239M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 18,030 | Not disclosed | Not disclosed | n/a | $1.8B | $215M | Not disclosed | Not disclosed |
- Blackstone Infrastructure Advisors codes 28 51 52 $913,733 PY2024
- Wilson-Mcshane Corporation codes 13 50 $889,199 PY2024
- Jennison Associates LLC codes 28 51 68 $575,040 PY2024
+103 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+8 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
+26 connections on the graph
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