DFX Intelligence

This allocator's name, 8 more managers, 23 more commitments and 9 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 Wisconsin

Taft-Hartley plan· Milwaukee, Wisconsin

Taft-Hartley plan, based in Milwaukee, Wisconsin, reporting $1.1B in assets, for 5,347 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.1B
Funded ratio: 107.2%
Fund commitments: 11
Managers: 6

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (11)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

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

Taft-Hartley plan in Wisconsin

Funds committed to

Wtc-Ctf Opportunistic Fixed Income3 commitments
Jpmcb Strategic Property Fund3 commitments
Afl-Cio Building Investment Trust3 commitments

All 11

Managers

Wellington Trust Company, Na3 commitments
Jpmorgan Chase Bank, N.A.3 commitments
Great Gray Trust Company3 commitments

All 11

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$1.1B

Total assets, Dec 31, 2024 reported

Funded

107.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

6 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.9%
Non-interest-bearing cash 0.5%
Corporate debt instruments (other) 0.0%
Other investments 1.9%
Partnership/joint venture interests 23.3%
Common/collective trusts 41.1%
Registered investment companies 25.8%
Common stock 5.0%

Consultants and advisers

3 firms

Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

11 managers on the commitment tape

From the plan’s own commitment disclosures

Wellington Trust Company, Na3 rows, latest Dec 31, 2024
Jpmorgan Chase Bank, N.A.3 rows, latest Dec 31, 2024
Great Gray Trust Company3 rows, latest Dec 31, 2024

+8 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

JP Morgan Chaseplan years
Aristotleplan years
Schroderplan years

+13 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

14 events

Dec 31, 2024Holding started
with Aristotle Collective Investment Tru$93.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with JP Morgan Core Bond Fund$95.1Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Walter Scott Ncs$27.6Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Macquarie Investment Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Newton Investment Mgmtaskebsa.dol.gov

+9 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

26 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Jpmcb Core Bond Fundcollective trust	JP Morgan Chase	Fixed income	$95.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Wtc-Ctf Opportunistic Fixed Incomecollective trust	Wellington Trust Company, Na	Hedge / diversifiers	$19.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmcb Strategic Property Fundcollective trust	Jpmorgan Chase Bank, N.A.	Real estate	$22.4M held	Disclosed holding	askebsa.dol.gov

+23 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

30 readings

Total assets

$1.1B Dec 31, 2024 reported Form 5500

$981M (2023-12) · $876M (2022-12)

Plan assets

$980M Jan 1, 2024 reported Form 5500

$875M (2023-01) · $997M (2022-01)

Net assets

$1.1B Dec 31, 2024 reported Form 5500

$980M (2023-12) · $875M (2022-12)

Funded ratio

107.2% Jan 1, 2024 reported Form 5500

106.4% (2023-01) · 102.4% (2022-01)

Participants

5,347 Jan 1, 2024 reported Form 5500

5,495 (2023-01) · 5,215 (2022-01)

Contributions

$61.5M Dec 31, 2024 reported Form 5500

$63.7M (2023-12) · $64.2M (2022-12)

Benefits paid

$60.4M Dec 31, 2024 reported Form 5500

$58.3M (2023-12) · $58.8M (2022-12)

Net investment income

$98.8M Dec 31, 2024 reported Form 5500

$105M (2023-12) · -$122M (2022-12)

Investment management fees

$1.8M Dec 31, 2024 reported Form 5500

$2.0M (2023-12) · $2.3M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	5,347	Not disclosed	Not disclosed	n/a	$1.1B	$252M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	5,495	Not disclosed	Not disclosed	n/a	$981M	$213M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	5,215	Not disclosed	Not disclosed	n/a	$876M	$188M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

JP Morgan Chase Bank codes 24 27 28 50 51 $378,679 PY2024
River Road Asset Management codes 28 51 68 $269,794 PY2024
Soldon Law Firm, LLC codes 29 50 $260,140 PY2024

+75 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

14 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source

+11 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

+20 connections on the graph

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