This allocator's name, 1 more adviser and 6 more commitments

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Taft-Hartley plan in Washington

Taft-Hartley plan· Seattle, Washington

Taft-Hartley plan, based in Seattle, Washington, reporting $455M in assets, for 3,181 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$455M
Funded ratio
106.2%
Fund commitments
3
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Commitments (3)Allocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Washington
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$455M
Total assets, Dec 31, 2024 reported
Funded
106.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 1.2%
  • 103-12 investment entities 28.8%
  • Common/collective trusts 1.9%
  • Registered investment companies 59.4%
  • Common stock 6.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

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What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$113M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$17.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Rainier Multiple Investment Trustcollective trustSEI Trust CompanyPooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov

+6 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 $249/month unless canceled.

Size and funding
30 readings
Total assets
$455M Dec 31, 2024 reported Form 5500
$433M (2023-12) · $400M (2022-12)
Plan assets
$427M Jan 1, 2024 reported Form 5500
$395M (2023-01) · $431M (2022-04)
Net assets
$446M Dec 31, 2024 reported Form 5500
$427M (2023-12) · $395M (2022-12)
Funded ratio
106.2% Jan 1, 2024 reported Form 5500
105.6% (2023-01) · 104.1% (2022-04)
Participants
3,181 Jan 1, 2024 reported Form 5500
2,754 (2023-01) · 2,561 (2022-04)
Contributions
$13.7M Dec 31, 2024 reported Form 5500
$15.1M (2023-12) · $17.0M (2022-12)
Benefits paid
$24.0M Dec 31, 2024 reported Form 5500
$24.0M (2023-12) · $16.3M (2022-12)
Net investment income
$19.3M Dec 31, 2024 reported Form 5500
$31.9M (2023-12) · -$35.7M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,181Not disclosedNot disclosedn/a$455MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,754Not disclosedNot disclosedn/a$433MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,561Not disclosedNot disclosedn/a$400MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+41 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

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 $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

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+9 connections on the graph

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