This allocator's name, 2 more advisers and 3 more dated events

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $111M in assets, for 1,362 participants.

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

Assets
$111M
Funded ratio
20.9%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyConsultants
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. Last change: 31 Dec 2024, Changed investment consultant to Mariner (fka Andco).

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Pennsylvania
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$111M
Total assets, Dec 31, 2024 reported
Funded
20.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 80.8%
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 0.8%
  • Registered investment companies 16.1%
Consultants and advisers
5 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
8 events
  • Dec 31, 2024Manager relationship endedinference
    with Invesco National Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Mariner (fka Andco)askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Mariner Institutional LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Mariner (fka Andco)askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Mariner (andco)askebsa.dol.gov

+3 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Invesco Equity Real Estate Sec Trstcollective trustInvesco Trust CompanyReal estate$930,702 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Equity Real Estate Sec Trstcollective trustInvesco Trust CompanyReal estate$866,786 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Equity Real Estate Sec Trstcollective trustInvesco Trust CompanyReal estate$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$111M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $20.8M (2022-12)
Plan assets
$18.9M Jan 1, 2024 reported Form 5500
$18.2M (2023-01) · $27.4M (2022-01)
Net assets
$110M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $20.5M (2022-12)
Funded ratio
20.9% Jan 1, 2024 reported Form 5500
20.7% (2023-01) · 24.1% (2022-01)
Participants
1,362 Jan 1, 2024 reported Form 5500
1,409 (2023-01) · 1,461 (2022-01)
Contributions
$1.2M Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · $1.4M (2022-12)
Benefits paid
$8.4M Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $8.4M (2022-12)
Net investment income
-$3.1M Dec 31, 2024 reported Form 5500
-$163,659 (2023-12) · -$14.3M (2022-12)
Investment management fees
$55,000 Dec 31, 2024 reported Form 5500
$40,417 (2023-12) · $29,166 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,362Not disclosedNot disclosedn/a$111MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,409Not disclosedNot disclosedn/a$114MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,461Not disclosedNot disclosedn/a$20.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+33 more service providers

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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.
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.

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

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Record history

8 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Manager relationship ended
    2024-12-31source
  • Consultant changed
    2023-12-31source

+5 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

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+10 connections on the graph

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