This allocator's name, 1 more adviser, 5 more managers and 16 more commitments
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Taft-Hartley plan in Louisiana
Taft-Hartley plan, based in NEW Orleans, Louisiana, reporting $137M in assets, for 2,536 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $137M
- Funded ratio
- 70.2%
- Fund commitments
- 8
- Managers
- 4
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- RBC Gam International Fund3 commitments
- Longview Ultra 1 Construction Loan3 commitments
- Principal U.S. Property Sa-Z3 commitments
- RBC Global Asset Management Inc.3 commitments
- Amalgamated Bank of New York3 commitments
- Principal3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.4%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 4.9%
- U.S. Government securities 7.1%
- Other investments 0.1%
- Partnership/joint venture interests 43.4%
- 103-12 investment entities 9.6%
- Common/collective trusts 0.0%
- Pooled separate accounts 3.9%
- Common stock 23.2%
- Segal Marco Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- Investment Performance Services General consultantthrough Sep 30, 2023 Form 5500
- US Bank Custodianthrough Sep 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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- RBC Global Asset Management Inc.3 rows, latest Sep 30, 2025
- Amalgamated Bank of New York3 rows, latest Sep 30, 2025
- Principal3 rows, latest Sep 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segall Bryant & Hamill LLCplan years 2023
- RBC Global Asset Management Inc.plan years 2023
- Barings LLCplan years
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Oct 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Sep 30, 2024Holding started
- Sep 30, 2024Holding endedinference
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | RBC Gam International Fund103 12 ie | RBC Global Asset Management Inc. | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $3,772 held | Disclosed holding | askebsa.dol.gov |
+16 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 Sep 30, 2025 | 2,536 | Not disclosed | Not disclosed | n/a | $137M | $59.5M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,606 | Not disclosed | Not disclosed | n/a | $130M | $39.5M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,703 | Not disclosed | Not disclosed | n/a | $119M | $39.9M | Not disclosed | Not disclosed |
- Investment Performance Services codes 16 27 $125,000 PY2024
- RBC Global Asset Management US, Inc codes 51 $121,614 PY2024
- The Segal Company (eastern States) codes 53 $95,126 PY2024
+85 more service providers
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 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 started2024-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Holding in a pooled vehicle ended2024-09-30source
+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
+20 connections on the graph
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