DFX Intelligence

This allocator's name and 6 more dated events

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Philadelphia, Pennsylvania

Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $1.2B in assets, for 9,709 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.2B
Funded ratio: 127.5%
Fund commitments: 1
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Managers

As of 2024-12-31 · 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 ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Pennsylvania

Funds committed to

Pgim Quant Solutions S&p 5003 commitments

Managers

Prudential Insurance Company of Ame3 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$1.2B

Total assets, Apr 30, 2025 reported

Funded

127.5%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.3%
Non-interest-bearing cash 0.7%
Corporate debt instruments (other) 14.0%
U.S. Government securities 4.9%
Other investments 4.6%
Partnership/joint venture interests 29.8%
Common/collective trusts 6.7%
Pooled separate accounts 5.5%
Registered investment companies 1.6%
Common stock 27.8%

Consultants and advisers

2 firms

PNC Bank, National Association Custodianthrough Apr 30, 2023 Form 5500
The Mckeogh Company Actuarythrough Apr 30, 2023 Form 5500

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

Prudential Insurance Company of Ame3 rows, latest Apr 30, 2025

From Schedule C (investment management, code 28)

Washington Capital Mgmtplan years 2025
GCM Grosvenor L.P.plan years 2025
Ullico Investment Coplan years 2025

+20 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

11 events

Dec 31, 2024Manager relationship endedinference
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Great Lake Advisors LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Washington Capital Mgmtaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Buchanan, Ingeroll & Rooney PCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Mesirowaskebsa.dol.gov

+6 more dated events

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Apr 30, 2025	Pgim Quant Solutions S&p 500separate account	Prudential Insurance Company of Ame	Pooled vehicles	$68.6M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Pgim Quant Solutions S&p 500separate account	Prudential Insurance Company of Ame	Pooled vehicles	$82.6M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2023	Pgim Quant Solutions S&p 500separate account	Prudential Insurance Company of Ame	Pooled vehicles	$70.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$1.2B Apr 30, 2025 reported Form 5500

$1.2B (2024-04) · $1.1B (2023-04)

Plan assets

$1.2B May 1, 2024 reported Form 5500

$1.1B (2023-05) · $1.1B (2022-05)

Net assets

$1.2B Apr 30, 2025 reported Form 5500

$1.2B (2024-04) · $1.1B (2023-04)

Funded ratio

127.5% May 1, 2024 reported Form 5500

133.9% (2023-05) · 127.9% (2022-05)

Participants

9,709 May 1, 2024 reported Form 5500

9,712 (2023-05) · 9,802 (2022-05)

Contributions

$59.1M Apr 30, 2025 reported Form 5500

$57.8M (2024-04) · $56.4M (2023-04)

Benefits paid

$71.5M Apr 30, 2025 reported Form 5500

$61.8M (2024-04) · $59.9M (2023-04)

Net investment income

$59.0M Apr 30, 2025 reported Form 5500

$63.6M (2024-04) · -$9.9M (2023-04)

Investment management fees

$6.8M Apr 30, 2025 reported Form 5500

$5.8M (2024-04) · $4.9M (2023-04)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Apr 30, 2025	9,709	Not disclosed	Not disclosed	n/a	$1.2B	$369M	Not disclosed	Not disclosed
2023 to Apr 30, 2024	9,712	Not disclosed	Not disclosed	n/a	$1.2B	$390M	Not disclosed	Not disclosed
2022 to Apr 30, 2023	9,802	Not disclosed	Not disclosed	n/a	$1.1B	$396M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Patriot Financial Partners, LP codes 28 $758,749 PY2024
Boyd Watterson Asset Management LLC codes $708,187 PY2024
Intercontinental Real Estate Corp codes 28 $560,847 PY2024

+132 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.

Record history

11 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Funded status changed
2024-05-01source
Manager relationship ended
2023-12-31source

+8 more changes on this record's ledger

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

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

+26 connections on the graph

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