Media Guild Retirement Plan
Taft-Hartley plan, based in SAN Francisco, California, reporting $169M in assets, for 1,819 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
3 more advisers and 1 more commitment
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- Blackrock Msci US Equity Index Non2 commitments
- Jpmcb Global Emerging Mkts Discover2 commitments
- Blackrock Institutional Trust Company, N.A.2 commitments
- JP Morgan Chase Bank2 commitments
Relationship network
19 connected entities4 observed commitments4 repeat counterpartiescommitments 2023 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 1.5%
- Corporate debt instruments (other) 3.9%
- U.S. Government securities 11.2%
- Other investments 16.8%
- Partnership/joint venture interests 7.8%
- Common/collective trusts 23.6%
- Registered investment companies 14.8%
- Common stock 20.3%
Consultants and advisers
- DSM Capital Partners LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Investment adviser (plan)through Dec 31, 2023 Form 5500
- Metropolitan West Asset Management Investment adviser (plan)through Dec 31, 2023 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
- Blackrock Institutional Trust Company, N.A.2 rows, latest Dec 31, 2024
- JP Morgan Chase Bank2 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- DSM Capital Partners LLCplan years 2024
+3 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
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci US Equity Index Noncollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Emerging Mkts Discovercollective trust | JP Morgan Chase Bank | Pooled vehicles | $16.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Msci US Equity Index Noncollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $18.4M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 | 1,819 | Not disclosed | Not disclosed | n/a | $169M | $13.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,852 | Not disclosed | Not disclosed | n/a | $163M | $13.7M | Not disclosed | Not disclosed |
- Pacific Media Workers Guild codes 14 50 $186,268 PY2024
- JP Morgan codes 28 51 $129,599 PY2024
- Fuller & Thaler Asset Mgmt codes 28 51 68 $125,631 PY2024
+24 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
Media Guild Retirement Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 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.
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›Connections
every published relationship on the graph
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.