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This allocator's name and 3 more advisers

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Taft-Hartley plan in Virginia

Taft-Hartley plan· Norfolk, Virginia

Taft-Hartley plan, based in Norfolk, Virginia, reporting $596M in assets, for 4,218 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $596M
Funded ratio: 118.8%
Managers: 1

Open searches Allocation policy Consultants

Managers

As of 2024-12-31 · 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: 31 Dec 2024, Changed investment consultant to Electronic Systems Inc.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$596M

Total assets, Sep 30, 2025 reported

Funded

118.8%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.1%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 18.1%
U.S. Government securities 18.6%
Other investments 0.3%
Registered investment companies 4.8%
Common stock 54.4%

Consultants and advisers

6 firms

Pension Benefit Information, LLC General consultantthrough Sep 30, 2025 Form 5500
Bridgeway Benefit Technologies General consultantthrough Sep 30, 2023 Form 5500
Electronic Systems Inc. General consultantthrough Sep 30, 2023 Form 5500

+3 more consultants and advisers 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

8 managers on Schedule C

From Schedule C (investment management, code 28)

Wells Fargo Bank, Naplan years 2024
Westfield Capital Management Companplan years 2023
Delta Capital Management, LLCplan years 2023

+5 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

5 events

Dec 31, 2024Consultant changedinference
with Electronic Systems Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Pension Benefit Information, LLCaskebsa.dol.gov
Oct 1, 2024Funded status changed
down 5 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$76.0Maskebsa.dol.gov
Sep 30, 2024Assets changed
$76.9Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$596M Sep 30, 2025 reported Form 5500

$568M (2024-09) · $491M (2023-09)

Plan assets

$566M Oct 1, 2024 reported Form 5500

$490M (2023-10) · $461M (2022-10)

Net assets

$595M Sep 30, 2025 reported Form 5500

$566M (2024-09) · $490M (2023-09)

Funded ratio

118.8% Oct 1, 2024 reported Form 5500

123.3% (2023-10) · 124.5% (2022-10)

Participants

4,218 Oct 1, 2024 reported Form 5500

4,268 (2023-10) · 4,182 (2022-10)

Contributions

$20.1M Sep 30, 2025 reported Form 5500

$21.0M (2024-09) · $20.0M (2023-09)

Benefits paid

$33.3M Sep 30, 2025 reported Form 5500

$33.9M (2024-09) · $33.7M (2023-09)

Net investment income

$28.5M Sep 30, 2025 reported Form 5500

$76.0M (2024-09) · $29.1M (2023-09)

Investment management fees

$2.6M Sep 30, 2025 reported Form 5500

$2.7M (2024-09) · $2.4M (2023-09)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	4,218	Not disclosed	Not disclosed	n/a	$596M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	4,268	Not disclosed	Not disclosed	n/a	$568M	Not disclosed	Not disclosed	Not disclosed
2022 to Sep 30, 2023	4,182	Not disclosed	Not disclosed	n/a	$491M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Wells Fargo Advisors LLC codes 16 27 33 $807,287 PY2024
Delta Capital Management LLC codes 51 $386,154 PY2024
Westfield Capital Management codes 28 51 68 71 $371,500 PY2024

+57 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 15, 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.

Not yet on record: fund commitments.

Record history

5 dated events on the change ledger, latest first

Funded status changed
2024-10-01source
Consultant changed
2024-12-31source
Consultant changed
2024-12-31source

+2 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

+15 connections on the graph

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