This allocator's name, 3 more advisers, 1 more manager, 19 more commitments and 7 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 Lansing, Michigan, reporting $1.3B in assets, for 27,316 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.3B
- Funded ratio
- 86.7%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Royanne M. Phillips.
Capital path
who backs this record, through what, into what; each name opens its own path- State Street S&p Global Largemidcap3 commitments
- QSI Index3 commitments
- Short Term Investment Fund3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust4 commitments
- Blackrock Investments, LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 3.5%
- U.S. Government securities 3.8%
- Partnership/joint venture interests 30.9%
- Common/collective trusts 15.3%
- Registered investment companies 24.7%
- Common stock 20.1%
- Royanne M. Phillips General consultantthrough Aug 31, 2025 Form 5500
- Proxyvote Plus, LLC Investment adviser (plan)through Aug 31, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company12 rows, latest Aug 31, 2025
- State Street Global Advisors Trust4 rows, latest Aug 31, 2025
- Blackrock Investments, LLC2 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Investments, LLCplan years
- State Street Global Advisors Trust Companyplan years
- Systematic Financial Managementplan years 2024
+15 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Royanne M. Phillipsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Proxyvote Plus, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Aberdeen Asset Managmentaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Aberdeen Asset Managementaskebsa.dol.gov
- Aug 31, 2024Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Blackrock Liquidity Fundscollective trust | Blackrock Investments, LLC | Cash | $9 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust | Pooled vehicles | $817,017 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | QSI Indexcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $58.6M held | Disclosed holding | askebsa.dol.gov |
+19 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 Aug 31, 2025 | 27,316 | Not disclosed | Not disclosed | n/a | $1.3B | $412M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 25,086 | Not disclosed | Not disclosed | n/a | $1.3B | $403M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 25,120 | Not disclosed | Not disclosed | n/a | $1.1B | $360M | Not disclosed | Not disclosed |
- Welfare & Pension Administration codes 10 13 15 50 $1.2M PY2024
- Maketa Investment Group codes 27 50 $534,648 PY2024
- Sierra Investmetn Partners, Inc. codes 28 51 $442,900 PY2024
+109 more service providers
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 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 ended2024-08-31source
- Holding in a pooled vehicle ended2024-08-31source
- Holding in a pooled vehicle started2024-08-31source
+9 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
+25 connections on the graph
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