UMWA 1974 Pension Trust Board of Trustees' EIN is 52-1050282.
Download the official 2023 Form 5500 (PDF) for UMWA 1974 Pension Trust Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| SSGA 3-10 YR US TREAS INDEX SEC STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 470 | Common Collective Trust | $399.4M | 11.4% |
| SSGA 1-3 YR US TREAS INDEX SEC STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 469 | Common Collective Trust | $291.9M | 8.3% |
| ALPHACREDIT INVESTMENT GRADE FUND A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2633615 / PN 001 | Common Collective Trust | $197.0M | 5.6% |
| SSGA LONG US TREASURY INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 472 | Common Collective Trust | $172.6M | 4.9% |
| JP MORGAN STRATEGIC PROPERTY TRUST JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $112.7M | 3.2% |
| MSCI EAFE INDEX SL FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 240 | Common Collective Trust | $80.1M | 2.3% |
| INVESCO BALANCED RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $49.1M | 1.4% |
| EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | $45.5M | 1.3% |
| SSGA 3-10 YEAR US CREDIT INDX SL FU STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 473 | Common Collective Trust | $42.2M | 1.2% |
| GSTCO ENHANCED LARGE CAP FUND GOLDMAN SACHS ASSET MANAGEMENT · EIN 13-4166989 / PN 006 | Common Collective Trust | $36.5M | 1.0% |
| SSGA LONG US NON-CORPORATE INDX CRE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 371 | Common Collective Trust | $29.4M | 0.8% |
| BR MSCI EMERGING MARKETS BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3340524 / PN 001 | Common Collective Trust | $25.8M | 0.7% |
| SSGA 1-3 YEAR US CREDIT INDX SL FUN STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 481 | Common Collective Trust | $20.2M | 0.6% |
| EXTENDED EQUITY MARKET FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6507863 / PN 001 | Common Collective Trust | $13.3M | 0.4% |
| DFA GROUP TRUST THE MICRO CAP SUBST DFA GROUP TRUST · EIN 23-6819730 / PN 004 | 103-12 Investment Entity | $11.5M | 0.3% |
| SSGA - CANADA MSCI INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 204 | Common Collective Trust | $9.4M | 0.3% |
| SSGA LONG US CREDIT CORPORATE INDX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 145 | Common Collective Trust | $366 | <0.1% |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | $111 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO CAPITAL MANAGEMENT | 58-1707262 | — | NONE | $514K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 12-3200244 | — | NONE | $304K | — |
| BLACKROCK | 30-0587659 | — | NONE | $229K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $199K | — |
| UBS GLOBAL ASSET MANAGEMENT | 36-3718331 | — | NONE | $142K | — |
| BLACKROCK | 94-3112180 | — | NONE | $132K | — |
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $121K | — |
| DIMENSIONAL FUND ADVISORS LP | 22-2370029 | — | NONE | $64K | — |
| T ROWE PRICE STABLE ASSET MGMT INC | 52-0556948 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1974 PENSION TRUST TRUSTEES | 52-6150908 | — | UMWA FUND TRUSTEES | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AUDIT BOARD INC. | 47-1299245 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET RESEARCH MANAGEMENT CO | 13-3142135 | — | NONE | $220K | — |
| INFO TECH RESEARCH GROUP INC | 20-4312071 | — | NONE | $26K | — |
| GLOBAL TRADING ANALYTICS | 20-2368007 | — | NONE | $25K | — |
| AUTOMATIC DATA PROCESSING INC | 23-1580985 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 1974 PENSION TRUST EMPLOYEES | 52-6150908 | — | UMWA FUND EMPLOYEES | $9.0M | — |
| MORGAN LEWIS & BOCKIUS | 23-0891050 | — | NONE | $2.0M | — |
| PENSION BENEFIT INFORMATION | 94-2856521 | — | NONE | $710K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $561K | — |
| MOONEY GREEN SAINDON | 52-1182494 | — | NONE | $442K | — |
| PINEBRIDGE INVESTMENTS | 06-1078320 | — | NONE | $429K | — |
| WITHUMSMITH+BROWN |
| 22-2027092 |
| — |
| NONE |
| $274K |
| — |
| CITY OF LONDON INVESTMENT | — | — | NONE | $251K | — |
| INSIGHT DIRECT USA INC | 36-3948996 | — | NONE | $236K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | — | NONE | $183K | — |
| STEPTOE & JOHNSON LLP | 52-1349790 | — | NONE | $177K | — |
| ARGUS INV COUNSEL INC | 13-1931123 | — | NONE | $158K | — |
| VERIZON BUSINESS | 47-0751768 | — | NONE | $157K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $153K | — |
| BLOOMBERG FINANCE LP | 13-3417984 | — | NONE | $134K | — |
| ARTHUR DIAMOND INC | 52-0937528 | — | NONE | $122K | — |
| FENG WAN-TANG | — | WASHINGTON, DC | NONE | $105K | — |
| JONES NANCY C | — | WASHINGTON, DC | NONE | $88K | — |
| THE BRATTLE GROUP INC | 04-3254813 | — | NONE | $86K | — |
| YANG WEI-CHIEN | — | WASHINGTON, DC | NONE | $80K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $78K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $75K | — |
| RONCOLI GUILLERMO | — | WASHINGTON, DC | NONE | $75K | — |
| SINCLAIR LAW FIRM LLC | 27-3478100 | — | NONE | $71K | — |
| BAILEY CAVALIERI | 16-1675009 | — | NONE | $69K | — |
| SEGAL GROUP INC | 13-1835864 | — | NONE | $68K | — |
| MORET LAURIE B CONSULTING | 83-4052856 | — | NONE | $67K | — |
| BULBIN YURY | — | WASHINGTON, DC | NONE | $67K | — |
| RV KUHNS & ASSOCIATION | 93-0910652 | — | NONE | $65K | — |
| MILLIMAN INC | 91-0675641 | — | NONE | $57K | — |
| FIDUCIARYVEST LLC | 20-2217636 | — | NONE | $55K | — |
| CHUBB & SON | 13-1963496 | — | NONE | $53K | — |
| LINKEDIN CORPORATION | 47-0912023 | — | NONE | $50K | — |
| KELLY PRESS INC | 52-0975591 | — | NONE | $46K | — |
| RAPID7 LLC | 74-3111935 | — | NONE | $44K | — |
| MOBILE MENTOR INC | 36-4865064 | — | NONE | $39K | — |
| AON CONSULTING INC | 22-2232264 | — | NONE | $39K | — |
| RELX INC DBA LEXIS | 52-1471842 | — | NONE | $34K | — |
| ASCENTIS | 91-1630801 | — | NONE | $34K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 | — | NONE | $32K | — |
| INTEGRAL FEDERAL INC | 52-2081090 | — | NONE | $30K | — |
| AMERICAN ARBITRATION ASSOCIATION | 13-0429745 | — | NONE | $30K | — |
| BACKSTOP SOLUTIONS GROUP LLC | 20-0199997 | — | NONE | $29K | — |
| INTEGRAL CONSULTING SERVICES INC | 52-2081090 | — | NONE | $27K | — |
| KNOWLEDGELAKE INC | 43-1869684 | — | NONE | $27K | — |
| DAVIE KAREN | — | WASHINGTON, DC | NONE | $26K | — |
| QUINN CONNOR WEAVER | 63-0917236 | — | NONE | $23K | — |
| REFINITIV US LLC | 20-4530702 | — | NONE | $19K | — |
| HANLON MCCORMICK SCHRAMM | 34-1456380 | — | NONE | $19K | — |
| NMS IMAGING INC | 52-0913097 | — | NONE | $17K | — |
| STOVER DALE R | — | WASHINGTON, DC | NONE | $17K | — |
| OPENTEXT INC | 46-0525483 | — | NONE | $17K | — |
| SYNTELLIS PERFORMANCE | 85-1377808 | — | NONE | $16K | — |
| UNITED PARCEL SERVICE | 36-2407381 | — | NONE | $16K | — |
| KOHO CONSULTING INC | 88-0749605 | — | NONE | $16K | — |
| DOYLE PRINTING & OFFSET CO INC | 53-0191325 | — | NONE | $14K | — |
| CONCUR TECHNOLOGIES INC | 91-1608052 | — | NONE | $14K | — |
| SAS INSTITUTE INC | 56-1133017 | — | NONE | $14K | — |
| DATABANK IMX LLC | 52-1729143 | — | NONE | $14K | — |
| SCHNEIDER DOWNS & CO INC | 25-1408703 | — | NONE | $14K | — |
| IVANTI INC | 30-0110335 | — | NONE | $12K | — |
| HFR INC | 36-3939211 | — | NONE | $12K | — |
| BLACKBAUD INC | 74-2947183 | — | NONE | $12K | — |
| KRA ETHAN E | — | WASHINGTON, DC | NONE | $12K | — |
| AT&T MOBILITY | 84-1659970 | — | NONE | $11K | — |
| STRONGIN ANDREW M | — | WASHINGTON, DC | NONE | $11K | — |
| BLOOMBERG INDEX SERVICE | 13-3417984 | — | NONE | $10K | — |
| PRESIDIO | 58-1667655 | — | NONE | $10K | — |
| GAINES JAMES DENNIS | — | WASHINGTON, DC | NONE | $9K | — |
| ALLIED TELECOM GROUP | 30-0155259 | — | NONE | $9K | — |
| IMAGE ACCESS CORP | 22-2762602 | — | NONE | $9K | — |
| THOMSON WEST | 75-1297386 | — | NONE | $8K | — |
| RESCHINI JOSEPH | — | WASHINGTON, DC | NONE | $8K | — |
| VONAGE BUSINESS | 20-5093831 | — | NONE | $8K | — |
| MALLON JANE ANN | — | WASHINGTON, DC | NONE | $8K | — |
| SPAN ENTERPRISES LLC | 27-0991822 | — | NONE | $7K | — |
| CISCO SYSTEMS INC | 77-0440621 | — | NONE | $6K | — |
| NURSES SERVICE ORGANIZATION | 36-3642411 | — | NONE | $6K | — |
| INFOLOCK TECHNOLOGIES LLC | 73-1724401 | — | NONE | $6K | — |
| CONTINENTAL RESOURCES INC | 04-2297141 | — | NONE | $6K | — |
| BELL & HOWELL LLC | 94-3389460 | — | NONE | $5K | — |
| COMPLIANCY GROUP LLC | 80-0419931 | — | NONE | $5K | — |
