This allocator's name and 23 more advisers

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $1.7B in assets, for 17,560 participants.

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

Assets
$1.7B
Funded ratio
87.4%
Fund commitments
1
Managers
16
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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 Morgan Stanley Smith Barney, LLC.

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
$1.7B
Total assets, Dec 31, 2024 reported
Funded
87.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
16 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.9%
  • Corporate debt instruments (preferred) 1.5%
  • U.S. Government securities 7.8%
  • Other investments 26.3%
  • Pooled separate accounts 1.0%
  • Registered investment companies 26.3%
  • Common stock 23.8%
  • Real estate (other than employer real property) 7.9%
Consultants and advisers
26 firms

+23 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)

+12 more Schedule C managers

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$25.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.7B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.2B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.2B (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Funded ratio
87.4% Jan 1, 2024 reported Form 5500
85.6% (2023-01) · 88.6% (2022-01)
Participants
17,560 Jan 1, 2024 reported Form 5500
17,581 (2023-01) · 17,727 (2022-01)
Contributions
$399M Dec 31, 2024 reported Form 5500
$84.8M (2023-12) · $82.1M (2022-12)
Benefits paid
$145M Dec 31, 2024 reported Form 5500
$113M (2023-12) · $105M (2022-12)
Net investment income
$423M Dec 31, 2024 reported Form 5500
$115M (2023-12) · -$169M (2022-12)
Investment management fees
$6.5M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202417,560Not disclosedNot disclosedn/a$1.7BNot disclosedNot disclosed$131M
2023 to Dec 31, 202317,581Not disclosedNot disclosedn/a$1.2BNot disclosedNot disclosed$82.9M
2022 to Dec 31, 202217,727Not disclosedNot disclosedn/a$1.2BNot disclosedNot disclosed$82.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+86 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2023-01-01source

+2 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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+42 connections on the graph

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