This allocator's name, 2 more advisers and 2 more dated events

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Taft-Hartley plan in Tennessee

Taft-Hartley plan· Goodlettsville, Tennessee

Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $212M in assets, for 2,398 participants.

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

Assets
$212M
Funded ratio
88.1%
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
More
Allocation policy
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: 31 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Tennessee
Funds committed to
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$212M
Total assets, Mar 31, 2025 reported
Funded
88.1%
Apr 1, 2024
Private markets target
no policy read
policy Mar 31, 2025
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 1.1%
  • Partnership/joint venture interests 24.1%
  • Common/collective trusts 2.8%
  • Master trust investment accounts 4.2%
  • Registered investment companies 64.6%
  • Real estate (other than employer real property) 2.0%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
7 events

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025US Core Partners Investment Trustcollective trustUS Core PartnersPooled vehicles$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024US Core Partners Investment Trustcollective trustUS Core PartnersPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023US Core Partners Investment Trustcollective trustUS Core PartnersPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$212M Mar 31, 2025 reported Form 5500
$200M (2024-03) · $176M (2023-03)
Plan assets
$200M Apr 1, 2024 reported Form 5500
$175M (2023-04) · $191M (2022-04)
Net assets
$211M Mar 31, 2025 reported Form 5500
$200M (2024-03) · $175M (2023-03)
Funded ratio
88.1% Apr 1, 2024 reported Form 5500
83.8% (2023-04) · 81.1% (2022-04)
Participants
2,398 Apr 1, 2024 reported Form 5500
2,330 (2023-04) · 934 (2022-04)
Contributions
$15.8M Mar 31, 2025 reported Form 5500
$13.7M (2024-03) · $12.1M (2023-03)
Benefits paid
$15.1M Mar 31, 2025 reported Form 5500
$15.1M (2024-03) · $15.1M (2023-03)
Net investment income
$11.3M Mar 31, 2025 reported Form 5500
$24.6M (2024-03) · -$16.0M (2023-03)
Investment management fees
$263,169 Mar 31, 2025 reported Form 5500
$254,559 (2024-03) · $237,285 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20252,398Not disclosedNot disclosedn/a$212M$51.0M$8.8M$4.2M
2023 to Mar 31, 20242,330Not disclosedNot disclosedn/a$200M$40.3M$8.4M$5.4M
2022 to Mar 31, 2023934Not disclosedNot disclosedn/a$176M$36.8M$8.0M$3.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+34 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.

Not yet on record: managers.

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-04-01source
  • Funded status changed
    2024-04-01source
  • Manager relationship started
    2023-12-31source

+4 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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+8 connections on the graph

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