DFX Intelligence

This allocator's name, 3 more advisers, 3 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.

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Taft-Hartley plan in North Carolina

Taft-Hartley plan· Wilmington, North Carolina

Taft-Hartley plan, based in Wilmington, North Carolina, reporting $61.5M in assets, for 712 participants.

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

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $61.5M
Funded ratio: 100.9%
Fund commitments: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Consultants

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Oct 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in North Carolina

Funds committed to

Nhit Interm Duration Fixed Income3 commitments
Afl-Cio Building Investment Trust3 commitments

Managers

Loomis Sayles Trust Company3 commitments
Great Gray Trust Company3 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$61.5M

Total assets, Sep 30, 2025 reported

Funded

100.9%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.0%
Other investments 7.7%
Common/collective trusts 14.4%
Registered investment companies 41.1%
Common stock 34.5%

Consultants and advisers

6 firms

Murchison, Taylor and Gibson, PLLC Pension consultantthrough Sep 30, 2024 Form 5500
Xponance, Inc. Investment adviser (plan)through Sep 30, 2024 Form 5500
this allocator Pension consultantthrough Sep 30, 2024 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 $249/month unless canceled.

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

Loomis Sayles Trust Company3 rows, latest Sep 30, 2025
Great Gray Trust Company3 rows, latest Sep 30, 2025

From Schedule C (investment management, code 28)

Loomis Sayles Trust Companyplan years 2023
Xponance, Inc.plan years 2023

What changed

6 events

Oct 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$9.0Maskebsa.dol.gov
Sep 30, 2024Assets changed
$9.0Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Loomis Sayles Trust Companyaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Murchison, Taylor and Gibson, PLLCaskebsa.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 $249/month unless canceled.

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Nhit Interm Duration Fixed Incomecollective trust	Loomis Sayles Trust Company	Fixed income	$7.5M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2024	Afl-Cio Building Investment Trustcollective trust	Great Gray Trust Company	Pooled vehicles	$1.3M held	Disclosed holding	askebsa.dol.gov

+3 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

$61.5M Sep 30, 2025 reported Form 5500

$57.3M (2024-09) · $48.3M (2023-09)

Plan assets

$57.2M Oct 1, 2024 reported Form 5500

$48.2M (2023-10) · $43.9M (2022-10)

Net assets

$61.3M Sep 30, 2025 reported Form 5500

$57.2M (2024-09) · $48.2M (2023-09)

Funded ratio

100.9% Oct 1, 2024 reported Form 5500

95.6% (2023-10) · 95.4% (2022-10)

Participants

712 Oct 1, 2024 reported Form 5500

722 (2023-10) · 701 (2022-10)

Contributions

$3.0M Sep 30, 2025 reported Form 5500

$3.3M (2024-09) · $3.7M (2023-09)

Benefits paid

$4.0M Sep 30, 2025 reported Form 5500

$4.3M (2024-09) · $4.1M (2023-09)

Net investment income

$4.1M Sep 30, 2025 reported Form 5500

$9.0M (2024-09) · $4.3M (2023-09)

Investment management fees

$148,211 Sep 30, 2025 reported Form 5500

$142,996 (2024-09) · $140,269 (2023-09)

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 Sep 30, 2025	712	Not disclosed	Not disclosed	n/a	$61.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	722	Not disclosed	Not disclosed	n/a	$57.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	701	Not disclosed	Not disclosed	n/a	$48.3M	Not disclosed	Not disclosed	Not disclosed

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

this allocator codes 10 15 17 36 38 49 50 $228,298 PY2024
Usi codes 11 15 17 38 50 $82,219 PY2024
Xponance, Inc. (piedmont Inv Adv) codes 27 28 33 51 $70,138 PY2024

+30 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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 6 traced paths of capital across the graphs.

Consultant to allocator to manager

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 $299/month unless canceled.

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

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Record history

6 dated events on the change ledger, latest first

Funded status changed
2024-10-01source
Manager relationship started
2023-12-31source
Consultant changed
2023-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/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

+9 connections on the graph

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