This allocator's name, 1 more adviser, 1 more manager and 9 more commitments
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 Maryland
Taft-Hartley plan, based in Columbia, Maryland, reporting $108M in assets, for 1,056 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $108M
- Funded ratio
- 83.0%
- Fund commitments
- 4
- Managers
- 3
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- Hardman Johnston Int'l Equity Group3 commitments
- Aristotle Collective Investment Tru3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Hardman Johnston Global Advisors3 commitments
- Aristotle3 commitments
- ABS Allegiance Real Estate3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 8.3%
- 103-12 investment entities 8.2%
- Common/collective trusts 35.1%
- Registered investment companies 32.5%
- Common stock 12.6%
- Dahab Associates Pension consultantthrough Jun 30, 2023 Form 5500
- Bank of Labor Custodianthrough Jun 30, 2024 Form 5500
- Chevy Chase Trust Custodianthrough Jun 30, 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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- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- Aristotle3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aristotleplan years
- Hardman Johnston Global Advisorsplan years 2023
- ASB Capital Management LLCplan years 2025
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Assets changed$11.6Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Bank of Laboraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith UMB Financial Corporationaskebsa.dol.gov
- Jul 1, 2023Funded status changeddown 7 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $8.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Aristotle Collective Investment Trucollective trust | Aristotle | Pooled vehicles | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.7M held | Disclosed holding | askebsa.dol.gov |
+9 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 Jun 30, 2025 | 1,056 | Not disclosed | Not disclosed | n/a | $108M | $9.0M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,089 | Not disclosed | Not disclosed | n/a | $96.7M | $8.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,057 | Not disclosed | Not disclosed | n/a | $90.4M | $9.0M | Not disclosed | Not disclosed |
- Carday Associates codes 13 50 $117,117 PY2024
- Kayne Anderson Rudnick Investment codes 28 51 68 $111,310 PY2024
- Hardman Johnston Global Advisors codes 28 51 $57,225 PY2024
+45 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Consultant changed2023-12-31source
- Manager relationship ended2023-12-31source
+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
+12 connections on the graph
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