This allocator's name, 2 more advisers, 4 more managers, 17 more commitments and 6 more dated events
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Taft-Hartley plan in California
Taft-Hartley plan, based in Covina, California, reporting $516M in assets, for 6,538 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $516M
- Funded ratio
- 96.8%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Aug 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- TCW Multiple Investment Trust3 commitments
- LSV Emerging Markets Cit3 commitments
- Multi-Employer Property Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 7.9%
- Partnership/joint venture interests 49.2%
- 103-12 investment entities 10.0%
- Common/collective trusts 16.2%
- Common stock 10.4%
- Real estate (other than employer real property) 3.3%
- Milliman, Inc. General consultantActuarythrough Aug 31, 2025 Form 5500
- Nepc, LLC Investment adviser (plan)through Aug 31, 2023 Form 5500
- US Bank Custodianthrough Aug 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Tcw3 rows, latest Aug 31, 2025
- LSV Asset Management3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
+4 more managers received commitments
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- LSV Asset Managementplan years
- Tcwplan years
- Mellon Investments Corporationplan years 2024
+7 more Schedule C managers
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- Aug 31, 2025Assets changed$54.3Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Milliman, Inc.askebsa.dol.gov
- Sep 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$64.3Maskebsa.dol.gov
+6 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | TCW Multiple Investment Trustcollective trust | Tcw | Pooled vehicles | $43.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | LSV Emerging Markets Citcollective trust | LSV Asset Management | Public equity | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $17.0M held | Disclosed holding | askebsa.dol.gov |
+17 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 Aug 31, 2025 | 6,538 | Not disclosed | Not disclosed | n/a | $516M | $254M | Not disclosed | $17.0M |
| 2023 to Aug 31, 2024 | 6,191 | Not disclosed | Not disclosed | n/a | $461M | $243M | Not disclosed | $17.7M |
| 2022 to Aug 31, 2023 | 5,989 | Not disclosed | Not disclosed | n/a | $397M | $120M | Not disclosed | $21.1M |
- Pacific Southwest Administrators codes 13 50 $557,874 PY2024
- Pzena Intl Focused Value Fd codes 28 51 $396,738 PY2024
- this allocator codes 10 50 $392,694 PY2024
+72 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-08-31source
- Funded status changed2024-09-01source
- Manager relationship started2023-12-31source
+8 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
+17 connections on the graph
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