This allocator's name, 1 more manager and 7 more commitments
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Taft-Hartley plan in California
Taft-Hartley plan, based in Pasadena, California, reporting $77.2M in assets, for 2,005 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $77.2M
- Funded ratio
- 90.5%
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 1000 Value Fund3 commitments
- Jpmcb High Yield Bond Fund3 commitments
- Wellington Wtc Cif II3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- JP Morgan Chase3 commitments
- Wellington Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.0%
- Other investments 15.7%
- Partnership/joint venture interests 9.4%
- Common/collective trusts 40.6%
- Registered investment companies 32.4%
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- US Bank TrusteeCustodianthrough Jun 30, 2023 Form 5500
- Rael & Letson Actuarythrough Jun 30, 2023 Form 5500
- Blackrock Institutional Trust Company, N.A.3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
- Wellington Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- JP Morgan Chaseplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jul 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Manager relationship startedwith Blackrockaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Rreef American II Reitaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Russell 1000 Value Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $22.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb High Yield Bond Fundcollective trust | JP Morgan Chase | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wellington Wtc Cif IIcollective trust | Wellington Trust Company | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
+7 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 | 2,005 | Not disclosed | Not disclosed | n/a | $77.2M | $7.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,058 | Not disclosed | Not disclosed | n/a | $74.9M | $6.9M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,062 | Not disclosed | Not disclosed | n/a | $74.6M | $6.9M | Not disclosed | Not disclosed |
- IFM Global Infrastructure codes 28 $98,986 PY2024
- Ironworkers Employees Benefit Corp codes 13 $89,000 PY2024
- Rael & Letson codes 11 $82,546 PY2024
+46 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-07-01source
- Manager relationship started2023-12-31source
+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
every published relationship on the graph
+14 connections on the graph
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