This allocator's name and 5 more commitments

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Taft-Hartley plan in Kansas

Taft-Hartley plan· Topeka, Kansas

Taft-Hartley plan, based in Topeka, Kansas, reporting $101M in assets, for 1,170 participants.

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

Assets
$101M
Funded ratio
58.1%
Fund commitments
5
Managers
2
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Commitments (5)Allocation policyManagers
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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Kansas
Funds committed to
All 5
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$101M
Total assets, Dec 31, 2024 reported
Funded
58.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
5
2 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 1.9%
  • U.S. Government securities 20.8%
  • Other investments 15.9%
  • Common/collective trusts 17.0%
  • Registered investment companies 40.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Voya Senior Loan Trust Fundcollective trustVoya Investment Trust Co.Private credit$3.2M heldDisclosed holdingaskebsa.dol.gov

+5 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
20 readings
Total assets
$101M Dec 31, 2024 reported Form 5500
$69.6M (2022-12)
Plan assets
$72.2M Jan 1, 2024 reported Form 5500
$78.7M (2022-01)
Net assets
$101M Dec 31, 2024 reported Form 5500
$69.5M (2022-12)
Funded ratio
58.1% Jan 1, 2024 reported Form 5500
59.0% (2022-01)
Participants
1,170 Jan 1, 2024 reported Form 5500
1,109 (2022-01)
Contributions
$6.2M Dec 31, 2024 reported Form 5500
$4.4M (2022-12)
Benefits paid
$8.6M Dec 31, 2024 reported Form 5500
$8.1M (2022-12)
Net investment income
$29.0M Dec 31, 2024 reported Form 5500
-$9.1M (2022-12)
Investment management fees
$149,920 Dec 31, 2024 reported Form 5500
$178,558 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,170Not disclosedNot disclosedn/a$101MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,109Not disclosedNot disclosedn/a$69.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+30 more service providers

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

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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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source
  • 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

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+9 connections on the graph

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