DFX Intelligence

This allocator's name, 3 more advisers, 3 more managers and 24 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 Washington

Taft-Hartley plan· Seattle, Washington

Taft-Hartley plan, based in Seattle, Washington, reporting $255M in assets, for 5,530 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: $255M
Funded ratio: 72.7%
Fund commitments: 9
Managers: 6

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

Commitments (9)Allocation policy Managers

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, Total assets changed.

Capital path

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

Taft-Hartley plan in Washington

Funds committed to

MFS International Growth Fund3 commitments
Parametric Defensive Equity Fund3 commitments
Harbourvest Partners Viii-Venture3 commitments

All 9

Managers

Parametric Portfolio Associates6 commitments
Harbourvest Partners LP6 commitments
Blackrock Institutional Trust Company, N.A.6 commitments

All 6

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

Taft-Hartley plan

Assets

$255M

Total assets, Dec 31, 2024 reported

Funded

72.7%

Jan 1, 2022

Private markets target

no policy read

policy Dec 31, 2024

Commitments

6 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.8%
Other investments 8.2%
103-12 investment entities 11.2%
Common/collective trusts 10.2%
Registered investment companies 66.9%

Consultants and advisers

6 firms

RV Kuhns & Associates General consultantthrough Dec 31, 2022 Form 5500
Principal Spectrum Asset Management Custodianthrough Dec 31, 2022 Form 5500
Milliman, Inc. Actuarythrough Dec 31, 2022 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

6 managers on the commitment tape

From the plan’s own commitment disclosures

Parametric Portfolio Associates6 rows, latest Dec 31, 2024
Harbourvest Partners LP6 rows, latest Dec 31, 2024
Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024

+3 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Blackrock Insti. Trust Company, N.Aplan years
Blackrock Institutional Trust Company, N.A.plan years
HarbourVestplan years

+3 more Schedule C managers

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

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

What changed

1 event

Dec 31, 2024Assets changed
$103Maskebsa.dol.gov

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

Commitments

27 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	MFS International Growth Fundcollective trust	MFS Heritage Trust Company	Pooled vehicles	$4.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Parametric Defensive Equity Fund103 12 ie	Parametric Portfolio Associates	Public equity	$15.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Harbourvest Partners Viii-Venture103 12 ie	Harbourvest Partners LP	Venture	$505,051 held	Disclosed holding	askebsa.dol.gov

+24 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

22 readings

Total assets

$255M Dec 31, 2024 reported Form 5500

$152M (2023-12) · $159M (2022-12)

Plan assets

$196M Jan 1, 2022 reported Form 5500

Net assets

$255M Dec 31, 2024 reported Form 5500

$152M (2023-12) · $159M (2022-12)

Funded ratio

72.7% Jan 1, 2022 reported Form 5500

Participants

5,530 Jan 1, 2024 reported Form 5500

5,834 (2023-01) · 4,247 (2022-01)

Contributions

$4.9M Dec 31, 2022 reported Form 5500

Benefits paid

$21.4M Dec 31, 2024 reported Form 5500

$22.0M (2023-12) · $22.2M (2022-12)

Net investment income

$103M Dec 31, 2024 reported Form 5500

-$6.5M (2023-12) · -$36.1M (2022-12)

Investment management fees

$96,639 Dec 31, 2024 reported Form 5500

$84,159 (2023-12) · $99,585 (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	5,530	Not disclosed	Not disclosed	n/a	$255M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	5,834	Not disclosed	Not disclosed	n/a	$152M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	4,247	Not disclosed	Not disclosed	n/a	$159M	Not disclosed	Not disclosed	Not disclosed

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

Northwest Administrators, Inc. codes 13 50 $345,339 PY2024
Milliman, Inc. codes 11 50 $125,046 PY2024
Trucker Huss, Apc codes 29 50 $103,799 PY2024

+60 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.

Capital chain

This record sits on 12 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 12 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest first

Total assets changed
2024-12-31source

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

+14 connections on the graph

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