This allocator's name, 3 more managers and 13 more commitments

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $184M in assets, for 1,153 participants.

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

Assets
$184M
Funded ratio
90.2%
Fund commitments
8
Managers
5
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Commitments (8)Allocation policyManagers
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, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Pennsylvania
Funds committed to
All 8
Managers
All 6
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$184M
Total assets, Dec 31, 2024 reported
Funded
90.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
5 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.4%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 6.0%
  • U.S. Government securities 9.3%
  • Other investments 6.1%
  • 103-12 investment entities 8.7%
  • Common/collective trusts 33.7%
  • Registered investment companies 15.1%
  • Common stock 15.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

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

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From Schedule C (investment management, code 28)

+8 more Schedule C managers

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

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

What changed
5 events
  • Dec 31, 2024Manager relationship started
    with Eagle Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with The Boston Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Ullico Separate Account J Pncaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Jan 1, 2024Assets changed
    $16.4Maskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Legal & General Collective Trust Mscollective trustLegal and GeneralPooled vehicles$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024JPM Infrastructure Investment Fund103 12 ieJpmorganInfrastructure$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ntgi Collective Bond Index Fundcollective trustNorthern Trust Investments, Inc.Fixed income$3,055 heldDisclosed holdingaskebsa.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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Size and funding
20 readings
Total assets
$184M Dec 31, 2024 reported Form 5500
$171M (2023-12)
Plan assets
$171M Jan 1, 2024 reported Form 5500
$155M (2023-01)
Net assets
$184M Dec 31, 2024 reported Form 5500
$171M (2023-12)
Funded ratio
90.2% Jan 1, 2024 reported Form 5500
91.3% (2023-01)
Participants
1,153 Jan 1, 2024 reported Form 5500
1,123 (2023-01)
Contributions
$14.4M Dec 31, 2024 reported Form 5500
$13.9M (2023-12)
Benefits paid
$15.4M Dec 31, 2024 reported Form 5500
$14.7M (2023-12)
Net investment income
$12.7M Dec 31, 2024 reported Form 5500
$16.4M (2023-12)
Investment management fees
$664,753 Dec 31, 2024 reported Form 5500
$468,781 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,153Not disclosedNot disclosedn/a$184MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,123Not disclosedNot disclosedn/a$171MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+47 more service providers

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

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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.

Record history

5 dated events on the change ledger, latest first
  • Manager relationship started
    2024-12-31source
  • Manager relationship started
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+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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+15 connections on the graph

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