This allocator's name, 2 more advisers, 2 more managers, 13 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 New York
Taft-Hartley plan, based in Flushing, New York, reporting $356M in assets, for 1,747 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $356M
- Funded ratio
- 114.0%
- Fund commitments
- 7
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Pimco Collective Investment Trust3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Wtc-Cif II International Opportunit3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 4.7%
- U.S. Government securities 10.9%
- Other investments 0.3%
- Partnership/joint venture interests 13.7%
- Common/collective trusts 66.8%
- Registered investment companies 1.8%
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Wilmington Trust Custodianthrough Jun 30, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon5 rows, latest Jun 30, 2025
- Pimco3 rows, latest Jun 30, 2025
- Wellington Trust Company, Na3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Pimcoplan years
- Loomis Sayles Trust Companyplan years 2023
- Allspring Global Investments LLCplan years 2023
+3 more Schedule C managers
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- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jul 1, 2024Funded status changeddown 12 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith LSV Asset Managementaskebsa.dol.gov
+1 more dated event
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 Jun 30, 2025 | Pimco Collective Investment Trustcollective trust | Pimco | Pooled vehicles | $51.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $86.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Cif II International Opportunitcollective trust | Wellington Trust Company, Na | Pooled vehicles | $35.6M held | Disclosed holding | askebsa.dol.gov |
+13 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 Jun 30, 2025 | 1,747 | Not disclosed | Not disclosed | n/a | $356M | $48.7M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,739 | Not disclosed | Not disclosed | n/a | $328M | $42.4M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,797 | Not disclosed | Not disclosed | n/a | $304M | $13.2M | Not disclosed | Not disclosed |
- Wellington Trust Company, Na codes 28 51 68 $207,622 PY2024
- Loomis Sayles Trust Company codes 28 51 $141,090 PY2024
- Allspring Global Investments codes 28 51 $140,931 PY2024
+57 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-06-30source
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
+3 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
+12 connections on the graph
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