Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Baltimore, Maryland, reporting $1.1B in assets, for 3,382 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
This allocator's name, 4 more advisers, 2 more managers, 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- Prin U.S. Property Sa-Pgi13 commitments
- Post Intermediate Term High Yield3 commitments
- Multi-Employer Property Trust3 commitments
- Post Advisory Group3 commitments
- NEW Tower Trust Company3 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
Relationship network
80 connected entities14 observed commitments7 repeat counterparties11 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
- Organization
›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 0.4%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 3.5%
- U.S. Government securities 5.9%
- Other investments 0.3%
- Partnership/joint venture interests 21.8%
- 103-12 investment entities 16.7%
- Common/collective trusts 26.1%
- Pooled separate accounts 3.4%
- Common stock 20.9%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
- MIT Group, Inc. (DBA Xpertech) General consultantthrough Sep 30, 2023 Form 5500
- Bicc Systems, Inc. General consultantthrough Sep 30, 2023 Form 5500
- Investment Performance Services General consultantthrough Sep 30, 2023 Form 5500
+4 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
- Post Advisory Group3 rows, latest Sep 30, 2025
- NEW Tower Trust Company3 rows, latest Sep 30, 2025
- Blackrock Institutional Trust Company, N.A.2 rows, latest Sep 30, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Post Advisory Groupplan years
- Westfield Capital Management Co.plan years
- Blackrock Insti. Trust Company, N.Aplan years
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith Mesirow Financial Services, Inc.askebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Westfield S/m Cap Growth Equity Citcollective trust | Westfield Capital Management Co. | Venture | $22.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Prin U.S. Property Sa-Pgi1separate account | Principal Life Insurance Company | Real estate | $38.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Post Intermediate Term High Yield103 12 ie | Post Advisory Group | Fixed income | $189M 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 | 3,382 | Not disclosed | Not disclosed | n/a | $1.1B | $248M | Not disclosed | $2.6M |
| 2023 to Sep 30, 2024 | 3,346 | Not disclosed | Not disclosed | n/a | $1.1B | $225M | Not disclosed | $2.7M |
| 2022 to Sep 30, 2023 | 3,176 | Not disclosed | Not disclosed | n/a | $974M | $176M | Not disclosed | $2.4M |
- Prudential Financial Co. of America codes 28 51 $1.2M PY2024
- Wedge Capital Management, L.L.P. codes 28 51 52 68 $822,166 PY2024
- Investment Performance Services, in codes 16 27 50 $320,188 PY2024
+122 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 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source 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
+24 connections on the graph
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