Taft-Hartley plan in California
Taft-Hartley plan, based in Dublin, California, reporting $226M in assets, for 1,531 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding ended.
This allocator's name, 1 more adviser, 2 more commitments and 1 more dated event
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- Multi-Employer Property Trust3 commitments
- Panagora Group Trust Risk Parity2 commitments
- NEW Tower Trust Company3 commitments
- Panagora Investment Manager2 commitments
Relationship network
18 connected entities5 observed commitments5 repeat counterpartiescommitments 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 0.3%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 3.0%
- U.S. Government securities 4.8%
- Partnership/joint venture interests 8.4%
- Common/collective trusts 6.5%
- Registered investment companies 75.3%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Oct 31, 2023 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Oct 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2023 Form 5500
+1 more consultant or adviser 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
- NEW Tower Trust Company3 rows, latest Oct 31, 2025
- Panagora Investment Manager2 rows, latest Oct 31, 2024
- Mcmorgan & Company, LLCplan years 2023
- Panagora Asset Management, Inc.plan years 2023
What changed
- Oct 31, 2025Holding endedinference
- Oct 31, 2025Assets changed$22.0Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
- Nov 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Nov 1, 2024Assets changed$32.1Maskebsa.dol.gov
+1 more dated event
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 Oct 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Panagora Group Trust Risk Parity103 12 ie | Panagora Investment Manager | Hedge / diversifiers | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $15.2M held | Disclosed holding | askebsa.dol.gov |
+2 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 Oct 31, 2025 | 1,531 | Not disclosed | Not disclosed | n/a | $226M | $19.1M | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,663 | Not disclosed | Not disclosed | n/a | $204M | $8.2M | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,733 | Not disclosed | Not disclosed | n/a | $176M | Not disclosed | Not disclosed | Not disclosed |
- Health Services & Benefit Administr codes 14 50 $178,318 PY2024
- Alan Biller and Associates codes 27 50 $93,333 PY2024
- The Segal Company codes 11 17 50 $80,228 PY2024
+31 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 2 traced paths of capital across the graphs.
DFX traced 2 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
- Holding in a pooled vehicle ended2025-10-31source on record
- Total assets changed2025-10-31source on record
- Manager relationship ended2024-12-31source on record
+3 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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.