Taft-Hartley plan in California
Taft-Hartley plan, based in Covina, California, reporting $3.7B in assets, for 40,642 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 Horizon Actuarial Services.
This allocator's name, 3 more advisers, 6 more managers, 28 more commitments and 20 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Multi-Employer Property Trust3 commitments
- Separate Account J3 commitments
- National Investment Svcs of Amer8 commitments
- State Street Global Advisors Trust Company6 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
75 connected entities31 observed commitments24 repeat counterparties23 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 0.3%
- Non-interest-bearing cash 4.6%
- Partnership/joint venture interests 27.4%
- 103-12 investment entities 2.7%
- Common/collective trusts 42.4%
- Pooled separate accounts 2.2%
- Real estate (other than employer real property) 18.9%
Consultants and advisers
- Anvil Advisors General consultantthrough Dec 31, 2024 Form 5500
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Oxford Risk Management & Insurance General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- National Investment Svcs of Amer8 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
- Wellington Trust Company, Na3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- LSV Asset Managementplan years
- Wellingtonplan years
- National Investment Svcs of Amerplan years 2023
+16 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferencewith Horizon Actuarial Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith UBS Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Eagle Capital Management, LLCaskebsa.dol.gov
+20 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 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $647M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS Preferred Stock Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Public equity | $12.2M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 40,642 | Not disclosed | Not disclosed | n/a | $3.7B | $1.0B | Not disclosed | $696M |
| 2023 to Dec 31, 2023 | 39,692 | Not disclosed | Not disclosed | n/a | $3.3B | $831M | Not disclosed | $612M |
| 2022 to Dec 31, 2022 | 38,342 | Not disclosed | Not disclosed | n/a | $2.9B | $1.2B | Not disclosed | Not disclosed |
- TDA Investment Group Inc codes 28 $8.9M PY2024
- Schulte Roth & Zabel LLP codes 29 50 $4.1M PY2024
- Pacific Southwest Administrators codes 36 50 $1.4M PY2024
+97 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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.
Checking your plan…
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+22 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+27 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.