DFX Intelligence

This allocator's name, 3 more advisers, 4 more commitments and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Taft-Hartley plan in Tennessee

Taft-Hartley plan· Goodlettsville, Tennessee

Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $184M in assets, for 3,183 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: $184M
Funded ratio: 93.5%
Fund commitments: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy

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, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Tennessee

Funds committed to

Longview Midcap 400 Index Fund3 commitments
L & G S&p 500 Cit Fund2 commitments
Legal & General S&p 600 Cit Fund1 commitment

All 4

Managers

Amalgamated Bank of New York3 commitments
Legal and General2 commitments

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

Taft-Hartley plan

Assets

$184M

Total assets, Dec 31, 2024 reported

Funded

93.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.4%
Non-interest-bearing cash 1.5%
Corporate debt instruments (preferred) 9.0%
U.S. Government securities 13.1%
Other investments 4.9%
Partnership/joint venture interests 3.5%
Common/collective trusts 37.7%
Registered investment companies 15.4%
Common stock 12.6%

Consultants and advisers

6 firms

Boyd Watterson Asset Management Custodianthrough Dec 31, 2024 Form 5500
Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2024 Form 5500
Reliance Trust Company Custodianthrough Dec 31, 2024 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

2 managers on the commitment tape

From the plan’s own commitment disclosures

Amalgamated Bank of New York3 rows, latest Dec 31, 2024
Legal and General2 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

WCM Investment Management, LLCplan years 2022
Loomis Saylesplan years 2022
Aristotle Capital Management, LLCplan years 2022

What changed

12 events

Dec 31, 2024Holding started
with Legal and General$21.0Maskebsa.dol.gov
Dec 31, 2024Holding started
with Legal and General$48.4Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with L & G S&p 500 Cit Fund$42.9Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Loomis Saylesaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with WCM Investment Management, LLCaskebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

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

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

Commitments

7 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Legal & General S&p 600 Cit Fundcollective trust	Legal and General	Pooled vehicles	$48.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Midcap 400 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$57,661 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legal & General Collective Trust Mscollective trust	Legal and General	Pooled vehicles	$21.0M held	Disclosed holding	askebsa.dol.gov

+4 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$184M Dec 31, 2024 reported Form 5500

$167M (2023-12) · $147M (2022-12)

Plan assets

$167M Jan 1, 2024 reported Form 5500

$147M (2023-01) · $171M (2022-01)

Net assets

$184M Dec 31, 2024 reported Form 5500

$167M (2023-12) · $147M (2022-12)

Funded ratio

93.5% Jan 1, 2024 reported Form 5500

87.6% (2023-01) · 89.1% (2022-01)

Participants

3,183 Jan 1, 2024 reported Form 5500

3,224 (2023-01) · 3,471 (2022-01)

Contributions

$16.9M Dec 31, 2024 reported Form 5500

$15.4M (2023-12) · $14.3M (2022-12)

Benefits paid

$16.4M Dec 31, 2024 reported Form 5500

$16.4M (2023-12) · $16.4M (2022-12)

Net investment income

$17.7M Dec 31, 2024 reported Form 5500

$19.7M (2023-12) · -$24.2M (2022-12)

Investment management fees

$391,851 Dec 31, 2024 reported Form 5500

$261,030 (2023-12) · $252,507 (2022-12)

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 Dec 31, 2024	3,183	Not disclosed	Not disclosed	n/a	$184M	$6.4M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	3,224	Not disclosed	Not disclosed	n/a	$167M	$6.8M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	3,471	Not disclosed	Not disclosed	n/a	$147M	$5.6M	Not disclosed	Not disclosed

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

Morgan Stanley Smith Barney LLC codes 19 27 28 $308,281 PY2024
Southern Benefit Administrators codes 14 $110,482 PY2024
BHA Consulting codes 11 17 $96,043 PY2024

+35 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 29, 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: managers.

Record history

12 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+9 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

+11 connections on the graph

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