This allocator's name, 5 more advisers, 9 more managers, 36 more commitments and 6 more dated events
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 Pennsylvania
Taft-Hartley plan, based in Newtown Square, Pennsylvania, reporting $12B in assets, for 53,279 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $12B
- Funded ratio
- 116.4%
- Fund commitments
- 15
- Managers
- 7
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Lord Abbett High Yield Core Tr II3 commitments
- William Blair Emerging Markets Grow3 commitments
- Invesco Balanced-Risk Allocation Tr3 commitments
- BNY Mellon7 commitments
- Oaktree Capital Management, LP4 commitments
- Lord Abbett3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.9%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 4.5%
- Other investments 2.2%
- Partnership/joint venture interests 34.2%
- Common/collective trusts 20.6%
- Pooled separate accounts 2.0%
- Registered investment companies 1.4%
- Common stock 25.9%
- Preferred stock 0.0%
- Real estate (other than employer real property) 0.5%
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Jun 30, 2023 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
+5 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 Mellon7 rows, latest Jun 30, 2025
- Oaktree Capital Management, LP4 rows, latest Jun 30, 2024
- Lord Abbett3 rows, latest Jun 30, 2025
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Schroderplan years
- Lord Abbettplan years
- Invesco Trust Companyplan years
+32 more Schedule C managers
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- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding started
- Dec 31, 2024Manager relationship startedwith J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Stone Harbor Investment Partners LPaskebsa.dol.gov
+6 more dated events
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 | Lord Abbett High Yield Core Tr IIcollective trust | Lord Abbett | Fixed income | $238M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | William Blair Emerging Markets Growcollective trust | William Blair Investment Management | Public equity | $295M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $255M held | Disclosed holding | askebsa.dol.gov |
+36 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 | 53,279 | Not disclosed | Not disclosed | n/a | $12B | $4.2B | Not disclosed | $55.5M |
| 2023 to Jun 30, 2024 | 51,984 | Not disclosed | Not disclosed | n/a | $11B | $3.7B | Not disclosed | $66.3M |
| 2022 to Jun 30, 2023 | 51,129 | Not disclosed | Not disclosed | n/a | $10B | $3.3B | Not disclosed | $56.5M |
- LSV Asset Management codes 28 51 $2.2M PY2024
- Lyrical Asset Management codes 28 51 $1.8M PY2024
- Aberdeen Asset Management Inc. codes 28 51 68 $1.7M PY2024
+297 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
+8 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
+44 connections on the graph
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