This allocator's name, 3 more advisers, 4 more managers, 15 more commitments and 3 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 Arizona
Taft-Hartley plan, based in Phoenix, Arizona, reporting $419M in assets, for 4,354 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $419M
- Funded ratio
- 87.8%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 May 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Lazard Emerging Markets Equity Fund3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Causeway International Value Group3 commitments
- Lazard Asset Management LLC3 commitments
- BNY Mellon3 commitments
- Causeway Capital Management LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 11.1%
- U.S. Government securities 11.3%
- Partnership/joint venture interests 27.1%
- 103-12 investment entities 5.3%
- Common/collective trusts 41.8%
- CAP Financial Partners LLC Investment adviser (plan)through May 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Pension consultantthrough May 31, 2023 Form 5500
- Verus Advisory, Inc. Investment adviser (plan)through May 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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- Lazard Asset Management LLC3 rows, latest May 31, 2025
- BNY Mellon3 rows, latest May 31, 2025
- Causeway Capital Management LLC3 rows, latest May 31, 2025
+4 more managers received commitments
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- Lazard Asset Management LLCplan years
- Acadian Asset Managementplan years 2025
- AFL Cio Asset Managementplan years 2025
+8 more Schedule C managers
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- May 31, 2025Holding started
- May 31, 2025Holding endedinference
- Dec 31, 2024Consultant changedinferencewith CAP Financial Partners LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changeddown 10 pointsaskebsa.dol.gov
- Jun 1, 2024Assets changed$39.2Maskebsa.dol.gov
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Lazard Emerging Markets Equity Fundcollective trust | Lazard Asset Management LLC | Public equity | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $122M 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 May 31, 2025 | 4,354 | Not disclosed | Not disclosed | n/a | $419M | $113M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 3,980 | Not disclosed | Not disclosed | n/a | $384M | $59.4M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 3,817 | Not disclosed | Not disclosed | n/a | $344M | $66.0M | Not disclosed | Not disclosed |
- Benesys codes 13 $387,020 PY2024
- Verus Advisors, Inc. codes 27 $224,845 PY2024
- Mcmorgan and Company codes 51 $220,404 PY2024
+77 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 started2025-05-31source
- Holding in a pooled vehicle ended2025-05-31source
- Funded status changed2024-06-01source
+5 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
+18 connections on the graph
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