Taft-Hartley plan in Massachusetts
Taft-Hartley plan, based in Burlington, Massachusetts, reporting $9.1B in assets, for 71,331 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Changed investment consultant to PSP Services, LLC.
This allocator's name, 7 more advisers, 1 more manager, 11 more commitments and 6 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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Capital path
who backs this record, through what, into what; each name opens its own path- US Aggregate Bond Index Nl Fund3 commitments
- State Street Emerging Markets Small3 commitments
- Aristotle Small-Cap Equity Fund3 commitments
- State Street Global Advisors Trust Company6 commitments
- Aristotle Capital Boston LLC3 commitments
- State Street Global Advisors Trust3 commitments
Relationship network
99 connected entities14 observed commitments10 repeat counterparties13 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 3.5%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 6.5%
- Corporate debt instruments (preferred) 7.0%
- U.S. Government securities 39.2%
- Other investments 0.0%
- Partnership/joint venture interests 8.5%
- Common/collective trusts 5.4%
- Common stock 11.6%
- Real estate (other than employer real property) 1.6%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Sep 30, 2025 Form 5500
- PSP Services, LLC General consultantthrough Sep 30, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Sep 30, 2023 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company6 rows, latest Sep 30, 2025
- Aristotle Capital Boston LLC3 rows, latest Sep 30, 2025
- State Street Global Advisors Trust3 rows, latest Sep 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisorsplan years
- State Street Global Advisors Trust Companyplan years
- Aristotle Capital Boston LLCplan years
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferencewith PSP Services, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Loomis Saylesaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | US Aggregate Bond Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $74.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | State Street Emerging Markets Smallcollective trust | State Street Global Advisors Trust Company | Public equity | $57.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Aristotle Small-Cap Equity Fundcollective trust | Aristotle Capital Boston LLC | Public equity | $38.5M held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 71,331 | Not disclosed | Not disclosed | n/a | $9.1B | $777M | Not disclosed | $148M |
| 2023 to Sep 30, 2024 | 71,921 | Not disclosed | Not disclosed | n/a | $9.1B | $737M | Not disclosed | $190M |
| 2022 to Sep 30, 2023 | 72,031 | Not disclosed | Not disclosed | n/a | $3.3B | $777M | Not disclosed | $191M |
- Marquette Associates codes 27 50 $980,000 PY2024
- Union Insurance Group codes 23 50 $805,337 PY2024
- State Street Global Advisors codes 18 19 28 51 $661,539 PY2024
+194 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
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
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+8 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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