This allocator's name, 3 more advisers, 3 more managers and 15 more commitments
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Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Capitol Heights, Maryland, reporting $1.4B in assets, for 7,015 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.4B
- Funded ratio
- 123.0%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Aug 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Broad Market 3000 Index Fu3 commitments
- Multi-Employer Property Trust3 commitments
- LS Core Plus Full Discretion Trust3 commitments
- Amalgamated Bank3 commitments
- NEW Tower Trust Company3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Corporate debt instruments (preferred) 6.2%
- U.S. Government securities 9.7%
- Other investments 0.6%
- Partnership/joint venture interests 16.8%
- Common/collective trusts 33.6%
- Registered investment companies 7.7%
- Common stock 20.4%
- Real estate (other than employer real property) 0.2%
- Gallagher Fiduciary Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- M&t Bank Custodianthrough Aug 31, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Aug 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Loomis Sayles3 rows, latest Aug 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Newtower Trust Companyplan years 2025
- Blue Owl Gpsc Advisors LLCplan years 2024
+20 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.
- Aug 31, 2025Assets changed$137Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Pacific Investment Management Compaskebsa.dol.gov
- Sep 1, 2024Assets changed$151Maskebsa.dol.gov
- Aug 31, 2024Assets changed$152Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $129M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $36.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $169M held | Disclosed holding | askebsa.dol.gov |
+15 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 Aug 31, 2025 | 7,015 | Not disclosed | Not disclosed | n/a | $1.4B | $230M | Not disclosed | $2.6M |
| 2023 to Aug 31, 2024 | 6,525 | Not disclosed | Not disclosed | n/a | $1.2B | $263M | Not disclosed | $2.4M |
| 2022 to Aug 31, 2023 | 6,291 | Not disclosed | Not disclosed | n/a | $1.1B | $232M | Not disclosed | $2.4M |
- Loomis Sayles and Company codes 51 68 $665,527 PY2024
- Wpas, Inc. codes 13 50 $627,037 PY2024
- WCM Investment Management, LLC codes 51 68 $617,638 PY2024
+108 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Manager relationship ended2024-12-31source
- Total assets changed2024-09-01source
- Total assets changed2024-08-31source
+1 more change 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
+30 connections on the graph
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