This allocator's name and 1 more adviser

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Taft-Hartley plan in California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $928M in assets, for 27,427 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$928M
Funded ratio
105.7%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
As of · 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: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in California
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$928M
Total assets, Dec 31, 2024 reported
Funded
105.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.5%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 3.1%
  • Corporate debt instruments (preferred) 0.1%
  • U.S. Government securities 11.2%
  • Other investments 0.5%
  • 103-12 investment entities 6.2%
  • Registered investment companies 49.3%
  • Common stock 23.0%
  • Preferred stock 0.1%
Consultants and advisers
4 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$57.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$70.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$63.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$928M Dec 31, 2024 reported Form 5500
$884M (2023-12) · $798M (2022-12)
Plan assets
$883M Jan 1, 2024 reported Form 5500
$797M (2023-01) · $1.0B (2022-01)
Net assets
$926M Dec 31, 2024 reported Form 5500
$883M (2023-12) · $797M (2022-12)
Funded ratio
105.7% Jan 1, 2024 reported Form 5500
109.3% (2023-01) · 113.1% (2022-01)
Participants
27,427 Jan 1, 2024 reported Form 5500
27,590 (2023-01) · 27,203 (2022-01)
Contributions
$17.4M Dec 31, 2024 reported Form 5500
$19.4M (2023-12) · $19.9M (2022-12)
Benefits paid
$51.1M Dec 31, 2024 reported Form 5500
$49.5M (2023-12) · $47.4M (2022-12)
Net investment income
$43.4M Dec 31, 2024 reported Form 5500
$85.7M (2023-12) · -$222M (2022-12)
Investment management fees
$1.8M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.7M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202427,427Not disclosedNot disclosedn/a$928MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 202327,590Not disclosedNot disclosedn/a$884MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 202227,203Not disclosedNot disclosedn/a$798MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+66 more service providers

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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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+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

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+11 connections on the graph

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