This allocator's name, 1 more adviser, 1 more commitment and 2 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.

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

Taft-Hartley plan in Indiana

Taft-Hartley plan· South Bend, Indiana

Taft-Hartley plan, based in South Bend, Indiana, reporting $36.0M in assets, for 507 participants.

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

Assets
$36.0M
Funded ratio
63.7%
Fund commitments
2
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)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: 30 Jun 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Indiana
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$36.0M
Total assets, Jun 30, 2025 reported
Funded
63.7%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
2
1 manager on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 2.8%
  • Corporate debt instruments (other) 5.5%
  • U.S. Government securities 10.3%
  • Common/collective trusts 15.5%
  • Registered investment companies 61.3%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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

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
From Schedule C (investment management, code 28)

+2 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
7 events

+2 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
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$600,291 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Lyrical Asset Management Master Colcollective trustSEI Trust CompanyPooled vehicles$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$590,433 heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding
30 readings
Total assets
$36.0M Jun 30, 2025 reported Form 5500
$31.0M (2024-06) · $27.7M (2023-06)
Plan assets
$30.9M Jul 1, 2024 reported Form 5500
$27.7M (2023-07) · $25.7M (2022-07)
Net assets
$35.8M Jun 30, 2025 reported Form 5500
$30.9M (2024-06) · $27.7M (2023-06)
Funded ratio
63.7% Jul 1, 2024 reported Form 5500
60.6% (2023-07) · 59.1% (2022-07)
Participants
507 Jul 1, 2024 reported Form 5500
495 (2023-07) · 486 (2022-07)
Contributions
$4.4M Jun 30, 2025 reported Form 5500
$3.0M (2024-06) · $2.7M (2023-06)
Benefits paid
$3.4M Jun 30, 2025 reported Form 5500
$3.4M (2024-06) · $3.4M (2023-06)
Net investment income
$4.8M Jun 30, 2025 reported Form 5500
$3.3M (2024-06) · $2.0M (2023-06)
Investment management fees
$56,636 Jun 30, 2025 reported Form 5500
$87,737 (2024-06) · $52,651 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025507Not disclosedNot disclosedn/a$36.0MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024495Not disclosedNot disclosedn/a$31.0MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023486Not disclosedNot disclosedn/a$27.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cheiron codes 11 17 $50,310 PY2024
  • Segal Select Insurance Services Inc codes 22 $26,129 PY2024
  • Ledbetter Partners LLC codes 29 $22,845 PY2024

+35 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 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

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-06-30source
  • Funded status changed
    2024-07-01source
  • Manager relationship started
    2023-12-31source

+4 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

+10 connections on the graph

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

Ask DFX