This allocator's name, 9 more advisers, 1 more manager and 7 more commitments
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 $1.4B in assets, for 21,970 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.4B
- Funded ratio
- 32.4%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Short-Term Fund3 commitments
- Longview Ultra Construction Loan in3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Comerica Bank3 commitments
- Amalgamated Bank3 commitments
- Ullico Investment Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 1.9%
- Corporate debt instruments (other) 26.1%
- U.S. Government securities 10.2%
- Other investments 0.1%
- Partnership/joint venture interests 6.7%
- 103-12 investment entities 16.1%
- Common/collective trusts 19.2%
- Registered investment companies 2.1%
- Common stock 12.9%
- Real estate (other than employer real property) 2.0%
- Benesys, Inc. General consultantthrough Apr 30, 2024 Form 5500
- Boyd Watterson Asset Management Investment adviser (plan)through Apr 30, 2023 Form 5500
- Segal Select Insurance Services Actuarythrough Apr 30, 2024 Form 5500
+9 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Comerica Bank3 rows, latest Apr 30, 2025
- Amalgamated Bank3 rows, latest Apr 30, 2025
- Ullico Investment Advisors3 rows, latest Apr 30, 2025
+1 more manager 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.
- Invescoplan years
- Amalgamated Bankplan years
- Apr 30, 2025Holding started
- Apr 30, 2025Assets changed$633Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Benesys, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Segal Select Insurance Servicesaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Invesco Ubc Russell 3000 Index Trus103 12 ie | Invesco | Pooled vehicles | $207M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $22.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $10,600 held | Disclosed holding | askebsa.dol.gov |
+7 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 | 21,970 | Not disclosed | Not disclosed | n/a | $1.4B | $90.9M | Not disclosed | $26.9M |
| 2023 to Apr 30, 2024 | 22,576 | Not disclosed | Not disclosed | n/a | $719M | $309M | Not disclosed | $25.0M |
| 2022 to Apr 30, 2023 | 20,116 | Not disclosed | Not disclosed | n/a | $711M | $252M | Not disclosed | $17.4M |
- Benesys, Inc. codes 10 12 13 14 15 16 36 50 $1.1M PY2024
- Boyd Watterson Asset Management codes 27 28 31 32 34 50 51 $947,192 PY2024
- Carpenters Fringe Benefit Funds Jdc codes 49 50 $606,584 PY2024
+60 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 8 traced paths of capital across the graphs.
DFX traced 8 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 started2025-04-30source
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
+2 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
+15 connections on the graph
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