This allocator's name, 1 more adviser, 4 more managers and 24 more commitments
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Taft-Hartley plan in Massachusetts
Taft-Hartley plan, based in Boston, Massachusetts, reporting $547M in assets, for 4,121 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $547M
- Funded ratio
- 98.9%
- Fund commitments
- 9
- Managers
- 3
Nothing material in the last 90 days. Last change: 1 Apr 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Pimco All Asset Collective Trust3 commitments
- Ir&m Core Bond Fund II, LLC3 commitments
- State Street Russell 3000 Index Non3 commitments
- State Street Global Advisors Trust Company6 commitments
- Pimco3 commitments
- JP Morgan Asset Mgmt3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Partnership/joint venture interests 20.2%
- Common/collective trusts 76.6%
- Registered investment companies 0.8%
- Segal Marco Advisors Pension consultantthrough Mar 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Mar 31, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Mar 31, 2023 Form 5500
+1 more consultant or adviser 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 Company6 rows, latest Mar 31, 2025
- Pimco3 rows, latest Mar 31, 2025
- JP Morgan Asset Mgmt3 rows, latest Mar 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Pimcoplan years
- Income Research & Mgmt. Inc.plan years 2023
- JP Morgan Asset Mgmtplan years
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Apr 1, 2024Assets changed$57.2Maskebsa.dol.gov
- Mar 31, 2024Assets changed$57.0Maskebsa.dol.gov
- Apr 1, 2023Funded status changed5 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Pimco All Asset Collective Trustcollective trust | Pimco | Pooled vehicles | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Ir&m Core Bond Fund II, LLCcollective trust | Income Research & Management | Fixed income | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | State Street Russell 3000 Index Noncollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $41.0M held | Disclosed holding | askebsa.dol.gov |
+24 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 Mar 31, 2025 | 4,121 | Not disclosed | Not disclosed | n/a | $547M | $110M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 4,186 | Not disclosed | Not disclosed | n/a | $533M | $115M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 4,252 | Not disclosed | Not disclosed | n/a | $476M | $114M | Not disclosed | Not disclosed |
- Kohlberg & Co codes 28 52 $270,442 PY2024
- Jpmorgan Special Situations codes 28 51 $205,135 PY2024
- Jpmorgan Emerging Markets Fund codes 28 51 $200,056 PY2024
+134 more service providers
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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 changed2023-04-01source
- Total assets changed2024-04-01source
- Total assets changed2024-03-31source
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
+23 connections on the graph
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