DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Directors Guild of America-Producer Pension Plan Basic Benefit Plan

Taft-Hartley planLOS Angeles, CA

Assets

$2.5B

Total assets, Dec 31, 2024 reported

Funded

90.6%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

1 managers on Schedule C

Plan sponsor: Board of Trustees, Directors Guild of America-

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.8%
Corporate debt instruments (other) 6.9%
Corporate debt instruments (preferred) 5.9%
U.S. Government securities 8.3%
Other investments 0.6%
Partnership/joint venture interests 41.1%
103-12 investment entities 4.1%
Common/collective trusts 21.0%
Registered investment companies 3.9%
Common stock 1.9%

Consultants and advisers

9 firms

Bfsg LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Iappsys Inc. General consultantthrough Dec 31, 2022 Form 5500
J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
Cambridge Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2024 Form 5500
State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
Nwps Actuarythrough Dec 31, 2022 Form 5500
State Street Global Advisors Custodianthrough Dec 31, 2022 Form 5500
Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

State Street - Russell 20006 rows, latest Dec 31, 2024
J.P. Morgan Chase3 rows, latest Dec 31, 2024
State Street Global Advisors Trust3 rows, latest Dec 31, 2024
Western Asset Management1 rows, latest Dec 31, 2022
Wellington Trust Company1 rows, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Shenkman Capital Management Incplan years 2024
Burgundy Asset Management Ltd.plan years 2022
Legg Mason, Inc and Subsidiariesplan years 2022
Blackrock Financial Management, Incplan years 2022
MFS Heritage Trust Companyplan years 2022
Wellington Trust Companyplan years 2022

Commitments

33 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Q-Blk Real Assets Ii(parallel) LP103 12 ie	Blackrock Financial Management, Inc.	Real assets	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	1-3 Year Government Bond Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$14.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Bridgewater Pure Alpha Major Market103 12 ie	Bridgewater Pure Alpha Major Markets, Ltd	Pooled vehicles	$58.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Emerging Markets Free Fund103 12 ie	City of London Investment Management	Public equity	$40.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$65.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Mhtc Cit - International Intrinsiccollective trust	MFS Heritage Trust Company	Pooled vehicles	$55.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$49.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$72.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$265M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Q-Blk Real Assets Ii(parallel) LP103 12 ie	Blackrock Financial Management, Inc.	Real assets	$3.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	1-3 Year Government Bond Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$13.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Bridgewater Pure Alpha Major Market103 12 ie	Bridgewater Pure Alpha Major Markets, Ltd	Pooled vehicles	$55.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Emerging Markets Free Fund103 12 ie	Emerging Markets Free Fund C/o Bny Mellon Trust of de	Public equity	$37.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$76.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Mhtc Cit - International Intrinsiccollective trust	MFS Heritage Trust Company	Pooled vehicles	$70.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$35.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$69.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$232M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Western Asset Mbs Port103 12 ie	Western Asset Management Company	Pooled vehicles	$14.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Q-Blk Real Assets Ii(parallel) LP103 12 ie	Blackrock Financial Management, Inc.	Real assets	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	1-3 Year Government Bond Index Fundcollective trust	Blackrock Institutional Trust Company, N.A.	Fixed income	$51.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Bridgewater Pure Alpha Major Market103 12 ie	Bridgewater Pure Alpha Major Markets, Ltd	Pooled vehicles	$56.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Emerging Markets Free Fund103 12 ie	Emerging Markets Free Fund C/o Bny Mellon Trust of de	Public equity	$34.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$92.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Mhtc Cit - International Intrinsiccollective trust	MFS Heritage Trust Company	Pooled vehicles	$68.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Daily Msci Emg Mkts Indx Nl Fundcollective trust	State Street - Russell 2000	Pooled vehicles	$38.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	State Street Msci Eafe Index Non-Lecollective trust	State Street - Russell 2000	Pooled vehicles	$69.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Russell 1000 Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$204M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	CF Wa Floating Rate High Income Fd103 12 ie	Western Asset Management	Fixed income	$5.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western Asset Mbs Port103 12 ie	Western Asset Management Company	Pooled vehicles	$13.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	CF Wa Opportunistic US High Yield103 12 ie	Western Asset Management Company	Hedge / diversifiers	$5.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Western Asset Strategic US High103 12 ie	Western Asset Management Company	Pooled vehicles	$7.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Wtc-Cif Enduring Assets Portfoliocollective trust	Wellington Trust Company	Pooled vehicles	$48.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$2.5B Dec 31, 2024 reported Form 5500

$2.2B (2023-12) · $2.0B (2022-12)

Plan assets

$2.2B Jan 1, 2024 reported Form 5500

$2.0B (2023-01) · $2.2B (2022-01)

Net assets

$2.5B Dec 31, 2024 reported Form 5500

$2.2B (2023-12) · $2.0B (2022-12)

Funded ratio

90.6% Jan 1, 2024 reported Form 5500

89.8% (2023-01) · 91.2% (2022-01)

Participants

13,844 Jan 1, 2024 reported Form 5500

14,387 (2023-01) · 13,981 (2022-01)

Contributions

$155M Dec 31, 2024 reported Form 5500

$138M (2023-12) · $154M (2022-12)

Benefits paid

$139M Dec 31, 2024 reported Form 5500

$134M (2023-12) · $132M (2022-12)

Net investment income

$235M Dec 31, 2024 reported Form 5500

$194M (2023-12) · $-218M (2022-12)

Investment management fees

$2.8M Dec 31, 2024 reported Form 5500

$2.8M (2023-12) · $3.3M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	13,844	n/a	n/a	n/a	$2.5B	$1.0B	n/a	n/a
2023 to Dec 31, 2023	14,387	n/a	n/a	n/a	$2.2B	$867M	n/a	n/a
2022 to Dec 31, 2022	13,981	n/a	n/a	n/a	$2.0B	$732M	n/a	n/a

Service providers and investment entities as filed (Schedule C and D, latest year first)

J.P. Morgan Investment Management codes 27 28 $623,569 PY2024
Nigro Karlin Segal & Feldstein, LLP codes 10 $502,640 PY2024
Blackrock Financial Management Inc codes 28 50 51 52 $484,708 PY2024
Cambridge Associates, LLC codes 27 70 $446,500 PY2024
Burgundy Asset Management Ltd. codes 28 50 51 $419,050 PY2024
Employee Id 639 codes 30 $367,812 PY2024
MFS Heritage Trust Company codes 28 $345,079 PY2024
State Street Bank & Trust codes 19 $331,099 PY2024
Employee Id 115 codes 30 $296,660 PY2024
Western Asset Management Company codes 28 $257,495 PY2024
Segal Select Insurance Services Inc codes 53 $232,411 PY2024
Seyfarth Shaw LLP codes 29 $222,078 PY2024
Employee Id 672 codes 30 $186,803 PY2024
Nwps codes 11 $161,122 PY2024
Employee Id 200 codes 30 $130,916 PY2024
Miller Kaplan Arase LLP codes 10 50 $116,150 PY2024
State Street Global Advisors Trust codes 18 19 51 $114,556 PY2024
Employee Id 296 codes 30 $114,411 PY2024
Employee Id 548 codes 30 $113,681 PY2024
Shenkman Capital Management Inc codes 28 $103,223 PY2024
Employee Id 120 codes 30 $92,508 PY2024
Employee Id 661 codes 30 $91,423 PY2024
Employee Id 437 codes 30 $91,054 PY2024
Agio Inc codes 49 $77,754 PY2024
Employee Id 114 codes 30 $73,263 PY2024
Employee Id 626 codes 30 $67,013 PY2024
Employee Id 447 codes 30 $66,392 PY2024
Milliman Inc codes 11 $62,634 PY2024
Employee Id 434 codes 30 $61,473 PY2024
Employee Id 663 codes 30 $61,443 PY2024
Employee Id 585 codes 30 $57,584 PY2024
Employee Id 469 codes 30 $54,931 PY2024
Employee Id 659 codes 30 $53,983 PY2024
Employee Id 644 codes 30 $52,815 PY2024
Employee Id 246 codes 30 $52,766 PY2024
Wells Fargo Bank, N.A. codes 65 $51,858 PY2024
Employee Id 387 codes 30 $51,775 PY2024
Bush Gottlieb, a Law Corporation codes 29 $51,304 PY2024
Employee Id 207 codes 30 $49,155 PY2024
Employee Id 210 codes 30 $48,904 PY2024
Employee Id 485 codes 30 $45,550 PY2024
Employee Id 233 codes 30 $44,108 PY2024
Employee Id 316 codes 30 $43,190 PY2024
Employee Id 373 codes 30 $43,142 PY2024
Employee Id 163 codes 30 $41,346 PY2024
Employee Id 256 codes 30 $40,465 PY2024
Employee Id 396 codes 30 $39,815 PY2024
Iappsys Inc. codes 16 $39,167 PY2024
Employee Id 131 codes 30 $39,028 PY2024
Employee Id 374 codes 30 $38,416 PY2024
Employee Id 528 codes 30 $36,747 PY2024
Employee Id 526 codes 30 $36,683 PY2024
Employee Id 647 codes 30 $36,666 PY2024
Employee Id 466 codes 30 $35,748 PY2024
Employee Id 353 codes 30 $35,562 PY2024
Employee Id 649 codes 30 $35,368 PY2024
Employee Id 389 codes 30 $35,297 PY2024
Employee Id 619 codes 30 $35,037 PY2024
Employee Id 456 codes 30 $34,327 PY2024
Employee Id 382 codes 30 $34,308 PY2024
Employee Id 480 codes 30 $33,892 PY2024
Employee Id 657 codes 30 $33,557 PY2024
Employee Id 223 codes 30 $31,475 PY2024
Employee Id 269 codes 30 $30,482 PY2024
Employee Id 390 codes 30 $30,105 PY2024
Employee Id 488 codes 30 $29,906 PY2024
Employee Id 636 codes 30 $29,624 PY2024
Employee Id 310 codes 30 $28,510 PY2024
Employee Id 630 codes 30 $28,445 PY2024
Employee Id 667 codes 30 $28,340 PY2024
Employee Id 479 codes 30 $27,369 PY2024
Employee Id 224 codes 30 $26,718 PY2024
Employee Id 388 codes 30 $26,378 PY2024
Employee Id 634 codes 30 $26,067 PY2024
Employee Id 487 codes 30 $25,382 PY2024
Greenberg Glusker Fields Claman codes 29 $23,170 PY2024
Sentinel Insurance Company, Ltd codes 23 $9,584 PY2024
Bfsg LLC codes 26 27 $8,146 PY2024
Rossmore Property & Casualty Insur codes 22 53 $6,796 PY2024
Altius IT Inc codes 49 $6,317 PY2024

What changed

8 events

Dec 31, 2024Holding endedinference
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports Western Asset Mbs Port (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)
with Western Asset Mortgag Backed LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Shenkman Capital Management Inc appears on Directors Guild of America-Producer Pension Plan Basic Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Shenkman Capital Management Incaskebsa.dol.gov
Dec 31, 2024Assets changed
Directors Guild of America-Producer Pension Plan Basic Benefit Plan total assets $2.2B -> $2.5B (+11.1%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports Western Asset Strategic US High (last held $8M at 2022-12-31; absent from the 2023-12-31 filing)
with Western Asset Strategic US Highaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports CF Wa Opportunistic US High Yield (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with CF Wa Opportunistic US High Yieldaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports CF Wa Floating Rate High Income Fd (Western Asset Management) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with Western Asset Managementaskebsa.dol.gov
Dec 31, 2023Holding endedinference
Directors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports Wtc-Cif Enduring Assets Portfolio (Wellington Trust Company) (last held $48M at 2022-12-31; absent from the 2023-12-31 filing)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Bfsg LLC appears on Directors Guild of America-Producer Pension Plan Basic Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Bfsg LLCaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 952892780-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.