Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $948M in assets, for 16,102 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 Acrisure.
This allocator's name, 4 more advisers, 7 more managers, 32 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- Employee Real Estate Construction T3 commitments
- Silchester Int'l Value Equity Trust3 commitments
- FBO Franklin Bsp Capital Corp3 commitments
- Ameriserve6 commitments
- Silchester International Investor3 commitments
- Rhumbline Advisers Corp3 commitments
Relationship network
65 connected entities35 observed commitments22 repeat counterparties15 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
›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 0.0%
- Corporate debt instruments (other) 4.5%
- Corporate debt instruments (preferred) 2.6%
- U.S. Government securities 9.7%
- Other investments 0.0%
- Partnership/joint venture interests 5.8%
- 103-12 investment entities 7.2%
- Common/collective trusts 57.7%
- Registered investment companies 10.3%
- Real estate (other than employer real property) 1.3%
Consultants and advisers
- Acrisure General consultantthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Nccmp Pension consultantthrough 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
- Ameriserve6 rows, latest Dec 31, 2024
- Silchester International Investor3 rows, latest Dec 31, 2024
- Rhumbline Advisers Corp3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Victory Capitalplan years
- Blackstone Tactical Opp Fund IV LPplan years 2024
- Intercontinental Real Estate Corp.plan years 2024
+12 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, 2024Holding endedinference
- Dec 31, 2024Manager relationship startedwith Ardian Sec Ix LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Chartwell Investment Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Blackstone Tactical Opp Fund IV LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Acrisureaskebsa.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 Dec 31, 2024 | Employee Real Estate Construction Tcollective trust | Ameriserve | Real estate | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Silchester Int'l Value Equity Trust103 12 ie | Silchester International Investor | Public equity | $68.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | FBO Franklin Bsp Capital Corpcollective trust | FBO Franklin Bsp Capital Corp | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov |
+32 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 | 16,102 | Not disclosed | Not disclosed | n/a | $948M | $54.9M | Not disclosed | $12.1M |
| 2023 to Dec 31, 2023 | 16,834 | Not disclosed | Not disclosed | n/a | $883M | $49.9M | Not disclosed | $12.5M |
| 2022 to Dec 31, 2022 | 16,136 | Not disclosed | Not disclosed | n/a | $806M | $48.7M | Not disclosed | $13.8M |
- this allocator codes 14 50 $2.3M PY2024
- Silchester Intern'l Investors LLP codes 28 51 68 71 $534,438 PY2024
- J.P. Morgan Investment Management codes 27 28 50 51 $284,819 PY2024
+110 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 25 traced paths of capital across the graphs.
DFX traced 25 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 ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source 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
+23 connections on the graph
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