This allocator's name, 1 more adviser, 3 more managers, 19 more commitments and 4 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.
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Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $932M in assets, for 10,156 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $932M
- Funded ratio
- 96.5%
- Fund commitments
- 6
- Managers
- 20
Nothing material in the last 90 days. Last change: 31 Dec 2025, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Ullico Infrastructure Tax Exempt Fu4 commitments
- Nhit Multisector Full Discretion Tr4 commitments
- Causeway Collective Investment Trus4 commitments
- Ullico Investment Advisors4 commitments
- Loomis Sayles Trust Company4 commitments
- Causeway4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 4.4%
- U.S. Government securities 4.8%
- Other investments 10.1%
- Partnership/joint venture interests 2.4%
- 103-12 investment entities 4.0%
- Common/collective trusts 20.3%
- Registered investment companies 27.5%
- Common stock 23.5%
- Mariner (andco) Investment adviser (plan)through Dec 31, 2025 Form 5500
- PNC Bank Association Custodianthrough Dec 31, 2025 Form 5500
- Acrisure Actuarythrough Dec 31, 2025 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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- Ullico Investment Advisors4 rows, latest Dec 31, 2025
- Loomis Sayles Trust Company4 rows, latest Dec 31, 2025
- Causeway4 rows, latest Dec 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Causewayplan years
- Comerica Bankplan years 2022
- Victory Capital Management Inc.plan years
+17 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship startedwith CSM Advisorsaskebsa.dol.gov
- Dec 31, 2025Assets changed$86.2Maskebsa.dol.gov
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Comerica Bankaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Newton Investment Managementaskebsa.dol.gov
+4 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $37.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Nhit Multisector Full Discretion Trcollective trust | Loomis Sayles Trust Company | Pooled vehicles | $47.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Causeway Collective Investment Truscollective trust | Causeway | Pooled vehicles | $58.6M held | Disclosed holding | askebsa.dol.gov |
+19 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 10,156 | Not disclosed | Not disclosed | n/a | $932M | $21.9M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 10,076 | Not disclosed | Not disclosed | n/a | $846M | $19.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 10,057 | Not disclosed | Not disclosed | n/a | $801M | $18.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 10,098 | Not disclosed | Not disclosed | n/a | $742M | $0 | Not disclosed | Not disclosed |
- Ullico codes 28 51 $547,703 PY2025
- IFM Investors codes 28 40 52 $390,507 PY2025
- Champlain Investment Partners, LLC codes 28 51 68 71 $279,088 PY2025
+104 more service providers
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Provenance
This record sits on 1 traced path of capital across the graphs.
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
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+6 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
+28 connections on the graph
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