This allocator's name, 4 more advisers, 5 more managers, 27 more commitments and 24 more dated events
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Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Landover, Maryland, reporting $21.9M in assets, for 1,646 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $21.9M
- Funded ratio
- 131.0%
- Fund commitments
- 21
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Short-Term Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Afl-Cio Sl Mid Cap Stock Index Fund3 commitments
- JP Morgan Chase14 commitments
- Comerica Bank3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 0.1%
- Common/collective trusts 98.8%
- Registered investment companies 0.1%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- Investment Performance Services Investment adviser (plan)through Dec 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chase14 rows, latest Dec 31, 2024
- Comerica Bank3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+5 more managers received commitments
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- JP Morgan Chaseplan years
- Ullico Investment Advisorsplan years 2022
- Intech Investment Managementplan years 2022
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
+24 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 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $571,992 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Emerging Markets - Oppcollective trust | JP Morgan Chase | Public equity | $686,382 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Growth Advantage Fundcollective trust | JP Morgan Chase | Pooled vehicles | $1.0M held | Disclosed holding | askebsa.dol.gov |
+27 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 | 1,646 | Not disclosed | Not disclosed | n/a | $21.9M | $28,868 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,497 | Not disclosed | Not disclosed | n/a | $20.0M | $36,057 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,443 | Not disclosed | Not disclosed | n/a | $17.9M | $39,887 | Not disclosed | Not disclosed |
- Segal Consulting codes 11 $88,497 PY2024
- JP Morgan codes 27 28 68 $84,922 PY2024
- Calibre CPA Group, PLLC codes 10 $39,152 PY2024
+54 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+26 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
+11 connections on the graph
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