This allocator's name, 7 more advisers, 5 more managers, 35 more commitments and 26 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.
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Taft-Hartley plan in California
Taft-Hartley plan, based in LOS Angeles, California, reporting $1.6B in assets, for 15,184 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.6B
- Funded ratio
- 104.3%
- Fund commitments
- 17
- Managers
- 18
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Nepc Global Equity Cit3 commitments
- Ftse Rafi US 1000 Index Nl Ctf3 commitments
- State Street Global Advisors Trust Company13 commitments
- Nepc, LLC10 commitments
- Amalgamated Bank3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.1%
- Other investments 7.4%
- Partnership/joint venture interests 28.5%
- 103-12 investment entities 2.0%
- Common/collective trusts 53.6%
- Registered investment companies 2.3%
- Real estate (other than employer real property) 2.0%
- Sei General consultantPension consultantthrough Dec 31, 2024 Form 5500
- NEW England Pension Consultants Investment adviser (plan)through Dec 31, 2024 Form 5500
- State Street Global Advisors CustodianInvestment adviser (plan)through Dec 31, 2024 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company13 rows, latest Dec 31, 2024
- Nepc, LLC10 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
- Nepc, LLCplan years
+22 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship startedwith Landmark Equity Advisors, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith 400 Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Champlainaskebsa.dol.gov
+26 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $31,916 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nepc Global Equity Citcollective trust | Nepc, LLC | Public equity | $217M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $73.9M held | Disclosed holding | askebsa.dol.gov |
+35 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 Dec 31, 2024 | 15,184 | Not disclosed | Not disclosed | n/a | $1.6B | $450M | Not disclosed | $32.3M |
| 2023 to Dec 31, 2023 | 14,829 | Not disclosed | Not disclosed | n/a | $1.4B | $478M | Not disclosed | $50.9M |
| 2022 to Dec 31, 2022 | 14,437 | Not disclosed | Not disclosed | n/a | $1.3B | $412M | Not disclosed | $54.7M |
- this allocator codes 14 50 $3.8M PY2024
- NEW England Pension Consultants codes 27 50 $1.3M PY2024
- Washington Capital codes 28 50 $584,155 PY2024
+111 more service providers
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Provenance
This record sits on 43 traced paths of capital across the graphs.
DFX traced 43 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+28 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
+38 connections on the graph
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