This allocator's name, 3 more managers and 18 more commitments
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $272M in assets, for 1,636 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $272M
- Funded ratio
- 99.8%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Fidelity U.S. Bond Index Fund3 commitments
- Neuberger Berman U.S. Equity Index3 commitments
- Amalgamated Bank3 commitments
- Neuberger Berman3 commitments
- Parametric Portfolio Associates3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.9%
- Other investments 0.0%
- Partnership/joint venture interests 13.3%
- 103-12 investment entities 4.8%
- Common/collective trusts 2.1%
- Registered investment companies 72.9%
- Real estate (other than employer real property) 2.4%
- Marquette Associates Inc. General consultantthrough Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Comerica Bank Custodianthrough Jun 30, 2023 Form 5500
- Amalgamated Bank3 rows, latest Jun 30, 2025
- Neuberger Berman3 rows, latest Jun 30, 2025
- Parametric Portfolio Associates3 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Parametric Portfolio Associatesplan years
- Amalgamated Bankplan years
- Angelo, Gordon & Co.plan years 2024
- Jun 30, 2025Assets changed$28.1Maskebsa.dol.gov
- Jul 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$24.1Maskebsa.dol.gov
- Jun 30, 2024Assets changed$24.2Maskebsa.dol.gov
- Jul 1, 2023Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $722 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fidelity U.S. Bond Index Fundseparate account | Transamerica Financial Life Insurance Company | Fixed income | $24.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Neuberger Berman U.S. Equity Index103 12 ie | Neuberger Berman | Public equity | $5.8M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,636 | Not disclosed | Not disclosed | n/a | $272M | $36.2M | Not disclosed | $6.5M |
| 2023 to Jun 30, 2024 | 1,545 | Not disclosed | Not disclosed | n/a | $244M | $37.7M | Not disclosed | $7.3M |
| 2022 to Jun 30, 2023 | 1,518 | Not disclosed | Not disclosed | n/a | $220M | $39.9M | Not disclosed | $7.5M |
- Marquette Associates codes 16 17 50 $161,044 PY2024
- Milliman, Inc. codes 11 50 $74,790 PY2024
- Solxsys Administrative Solutions codes 14 50 $68,659 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
- Total assets changed2024-07-01source
+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
+7 connections on the graph
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