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This allocator's name

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Landover, Maryland

Taft-Hartley plan, based in Landover, Maryland, reporting $105M in assets, for 1,004 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: $105M
Funded ratio: 134.1%

Open searches Allocation policy

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.

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

Taft-Hartley plan

Assets

$105M

Total assets, Dec 31, 2024 reported

Funded

134.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.9%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 6.7%
U.S. Government securities 5.5%
Other investments 24.5%
Partnership/joint venture interests 38.4%
Common stock 23.7%

Consultants and advisers

3 firms

Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
Cheiron Actuarythrough Dec 31, 2022 Form 5500
American Realty Advisors Directed trusteethrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

8 managers on Schedule C

From Schedule C (investment management, code 28)

Jpmorgan Chase Bank, N.A.plan years 2023
Wedge Capitalplan years 2022
Atlanta Capital Management Co., LLCplan years 2022

+5 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 endedinference
with Fred Alger Management, Inc.askebsa.dol.gov
Jan 1, 2024Funded status changed
down 4 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
Jan 1, 2023Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $19.7Maskebsa.dol.gov

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$105M Dec 31, 2024 reported Form 5500

$100M (2023-12) · $97.3M (2022-12)

Plan assets

$99.6M Jan 1, 2024 reported Form 5500

$96.7M (2023-01) · $116M (2022-01)

Net assets

$105M Dec 31, 2024 reported Form 5500

$100.0M (2023-12) · $97.1M (2022-12)

Funded ratio

134.1% Jan 1, 2024 reported Form 5500

138.1% (2023-01) · 134.8% (2022-01)

Participants

1,004 Jan 1, 2024 reported Form 5500

1,039 (2023-01) · 1,020 (2022-01)

Contributions

$1.5M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $1.2M (2022-12)

Benefits paid

$7.1M Dec 31, 2024 reported Form 5500

$7.2M (2023-12) · $6.9M (2022-12)

Net investment income

$4.8M Dec 31, 2024 reported Form 5500

$2.8M (2023-12) · -$19.8M (2022-12)

Investment management fees

$631,909 Dec 31, 2024 reported Form 5500

$628,981 (2023-12) · $646,698 (2022-12)

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 Dec 31, 2024	1,004	Not disclosed	Not disclosed	n/a	$105M	$40.3M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,039	Not disclosed	Not disclosed	n/a	$100M	$41.1M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,020	Not disclosed	Not disclosed	n/a	$97.3M	$42.3M	Not disclosed	Not disclosed

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

Boyd Watterson codes 28 51 $213,945 PY2024
Associated Administrators, LLC codes 13 50 $109,854 PY2024
Wedge Capital Management codes 28 51 $101,371 PY2024

+43 more service providers

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

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

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest first

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

+2 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

+12 connections on the graph

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