Taft-Hartley plan in District of Columbia
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.7B in assets, for 10,214 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to PKF O'Connor Davies Advisory.
This allocator's name, 4 more advisers, 2 more managers, 12 more commitments and 11 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- this allocator3 commitments
- South Lasalle Intrnational Equities3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- this allocator3 commitments
- Columbia Asset Management3 commitments
- ABS Allegiance Real Estate3 commitments
Relationship network
53 connected entities15 observed commitments10 repeat counterparties9 dated commitments shown here, 2022 to 2024
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 2.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 12.2%
- U.S. Government securities 3.9%
- Other investments 0.0%
- Partnership/joint venture interests 30.5%
- 103-12 investment entities 11.1%
- Common/collective trusts 27.5%
- Common stock 10.8%
Consultants and advisers
- PKF O'Connor Davies Advisory General consultantthrough Dec 31, 2023 Form 5500
- Investment Performance Services General consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 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
- this allocator3 rows, latest Dec 31, 2024
- Columbia Asset Management3 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- this allocatorplan years 2022
- F/m Investments LLCplan years 2024
- Washington Capital Management, Inc.plan years 2024
+16 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 PKF O'Connor Davies Advisoryaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Horizon Actuarial Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Fred Alger Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith RBC Global Asset Management Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith F/m Investments LLCaskebsa.dol.gov
+11 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 Dec 31, 2024 | this allocator103 12 ie | this allocator | Public equity | $99.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | South Lasalle Intrnational Equities103 12 ie | Columbia Asset Management | Public equity | $92.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 1000 Growth Icollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $214M 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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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 Dec 31, 2024 | 10,214 | Not disclosed | Not disclosed | n/a | $1.7B | $527M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,025 | Not disclosed | Not disclosed | n/a | $1.6B | $502M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,911 | Not disclosed | Not disclosed | n/a | $1.5B | $514M | Not disclosed | Not disclosed |
- Intercontinental Real Estate Corp codes 28 51 $758,147 PY2024
- Benesys, Inc. codes 13 $728,202 PY2024
- this allocator codes 28 51 $619,075 PY2024
+103 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 10 traced paths of capital across the graphs.
DFX traced 10 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+13 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
+29 connections on the graph
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