This allocator's name, 2 more advisers, 1 more manager, 12 more commitments and 3 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 $111M in assets, for 593 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $111M
- Funded ratio
- 74.6%
- Fund commitments
- 6
- Managers
- 2
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- U.S. Core Partners Collective Inves3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Washington Capital Joint Master Tru3 commitments
- National Investment Services4 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.0%
- Non-interest-bearing cash 1.3%
- Other investments 3.5%
- Partnership/joint venture interests 11.6%
- Common/collective trusts 9.1%
- Registered investment companies 69.7%
- Merill Lynch, Pierce, Fenner Investment adviser (plan)through Apr 30, 2025 Form 5500
- Strategic Capital Investment Advisors Inc Investment adviser (plan)through Apr 30, 2024 Form 5500
- Strategic Capital Investmetn Advis. Investment adviser (plan)through Apr 30, 2023 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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- National Investment Services4 rows, latest Apr 30, 2024
- Great Gray Trust Company3 rows, latest Apr 30, 2025
- Washington Capital Management, Inc.3 rows, latest Apr 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Servicesplan years 2025
- Washington Capital Management, Inc.plan years 2025
- National Investment Servicesplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Merill Lynch, Pierce, Fenneraskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Washington Capital Management, Inc.askebsa.dol.gov
+3 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 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Washington Capital Joint Master Trucollective trust | Washington Capital Management, Inc. | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 593 | Not disclosed | Not disclosed | n/a | $111M | $12.9M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 618 | Not disclosed | Not disclosed | n/a | $107M | $5.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 2,045 | Not disclosed | Not disclosed | n/a | $103M | $6.0M | Not disclosed | Not disclosed |
- Benesys, Inc. codes 10 13 14 15 49 50 $165,986 PY2024
- Strategic Capital Investment Advis. codes 27 50 $47,454 PY2024
- National Investment Services codes 28 50 $45,823 PY2024
+50 more service providers
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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
- Holding in a pooled vehicle ended2025-04-30source
- Holding in a pooled vehicle ended2025-04-30source
+5 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
+11 connections on the graph
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