This allocator's name, 7 more advisers, 8 more managers, 44 more commitments and 7 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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Taft-Hartley plan in California
Taft-Hartley plan, based in Orange, California, reporting $341M in assets, for 3,542 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $341M
- Funded ratio
- 95.6%
- Fund commitments
- 20
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- US Aggregate Bond Index Nl Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Harbourvest Partners X LP3 commitments
- State Street Global Advisors Trust Company13 commitments
- State Street Global Advisors Trust8 commitments
- Harbourvest Partners LP6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.9%
- Other investments 1.2%
- Partnership/joint venture interests 29.8%
- 103-12 investment entities 15.0%
- Common/collective trusts 34.6%
- Registered investment companies 15.9%
- Meriplex General consultantthrough Dec 31, 2023 Form 5500
- CPI Solutions General consultantthrough Dec 31, 2022 Form 5500
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+7 more consultants and advisers advise this allocator
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- State Street Global Advisors Trust Company13 rows, latest Dec 31, 2024
- State Street Global Advisors Trust8 rows, latest Dec 31, 2024
- Harbourvest Partners LP6 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harbourvest Partners LPplan years
- State Street Bank & Trust Companyplan years
- Alliancebernstein L.P.plan years
+8 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | US Aggregate Bond Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | J Stern & Co World Stars Global103 12 ie | J. Stern & Co. World Stars GP LLC | Pooled vehicles | $10.7M held | Disclosed holding | askebsa.dol.gov |
+44 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,542 | Not disclosed | Not disclosed | n/a | $341M | $101M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,427 | Not disclosed | Not disclosed | n/a | $337M | $74.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,305 | Not disclosed | Not disclosed | n/a | $307M | $47.7M | Not disclosed | Not disclosed |
- Meketa Fiduciary Management codes 27 $230,000 PY2024
- Miller Kaplan Arase LLP codes 10 $207,219 PY2024
- Walter Scott & Partners Ltd codes 19 28 51 68 71 $165,635 PY2024
+113 more service providers
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Provenance
This record sits on 35 traced paths of capital across the graphs.
DFX traced 35 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 started2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+9 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
+22 connections on the graph
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