This allocator's name, 2 more advisers, 1 more manager, 8 more commitments and 2 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 Indiana
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $138M in assets, for 1,059 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $138M
- Funded ratio
- 105.3%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Nov 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Longview Broad Market 3000 Index Fu3 commitments
- William Blair International Leaders3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- Amalgamated Bank3 commitments
- William Blair Investment Management3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 2.4%
- Other investments 18.6%
- Partnership/joint venture interests 12.2%
- Common/collective trusts 35.8%
- Pooled separate accounts 2.2%
- Registered investment companies 24.0%
- J.P. Morgan Investment Management Investment adviser (plan)through Nov 30, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Nov 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Nov 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors, Inc.3 rows, latest Nov 30, 2025
- Amalgamated Bank3 rows, latest Nov 30, 2025
- William Blair Investment Management3 rows, latest Nov 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- Afl-Cio Housing Investment Trustplan years 2025
- American Coreplan years 2023
+5 more Schedule C managers
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- Nov 30, 2025Holding endedinference
- Nov 30, 2025Assets changed$17.3Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Afl-Cio Housing Investment Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Western Asset US Core Plus LLCaskebsa.dol.gov
- Dec 1, 2024Assets changed$17.0Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $44.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2025 | William Blair International Leaderscollective trust | William Blair Investment Management | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+8 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 Nov 30, 2025 | 1,059 | Not disclosed | Not disclosed | n/a | $138M | $16.7M | Not disclosed | Not disclosed |
| 2023 to Nov 30, 2024 | 870 | Not disclosed | Not disclosed | n/a | $120M | $13.9M | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 816 | Not disclosed | Not disclosed | n/a | $103M | $12.7M | Not disclosed | Not disclosed |
- The Segal Company codes 11 53 $198,198 PY2024
- Grosvenor codes 28 51 52 $99,231 PY2024
- Zenith American Solutions codes 13 $82,037 PY2024
+65 more service providers
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 ended2025-11-30source
- Manager relationship started2023-12-31source
- Manager relationship ended2024-12-31source
+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
every published relationship on the graph
+14 connections on the graph
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