This allocator's name, 3 more advisers, 1 more manager, 6 more commitments and 5 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 Pennsylvania
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $188M in assets, for 2,273 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $188M
- Funded ratio
- 99.9%
- Fund commitments
- 5
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index2 commitments
- Loomis Sayles World Bond Trust2 commitments
- Loomis Sayles Trust Company3 commitments
- Hardman Johnston Global Advisors3 commitments
- BNY Mellon2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Other investments 14.6%
- Partnership/joint venture interests 38.1%
- 103-12 investment entities 9.0%
- Common/collective trusts 20.3%
- Common stock 15.4%
- Investment Performance Services Investment adviser (plan)through Sep 30, 2023 Form 5500
- Principal Spectrum Asset Management Custodianthrough Sep 30, 2025 Form 5500
- Northern Trust Co. Custodianthrough Sep 30, 2025 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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- Loomis Sayles Trust Company3 rows, latest Sep 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Sep 30, 2025
- BNY Mellon2 rows, latest Sep 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Hardman Johnston Global Advisorsplan years 2023
- Aristotle Pacific Capital, LLCplan years 2025
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Boyd Watterson Asset Managementaskebsa.dol.gov
+5 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 Sep 30, 2025 | Nhit Interm Duration Fixed Incomecollective trust | Loomis Sayles Trust Company | Fixed income | $13.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Common Russell 1000 Growth Indexcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $16.9M held | Disclosed holding | askebsa.dol.gov |
+6 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 Sep 30, 2025 | 2,273 | Not disclosed | Not disclosed | n/a | $188M | $71.8M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,318 | Not disclosed | Not disclosed | n/a | $180M | $59.3M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,354 | Not disclosed | Not disclosed | n/a | $169M | $56.5M | Not disclosed | Not disclosed |
- Boyd Waterson Assets Management LLC codes $199,130 PY2024
- Portfolio Advisors, LLC codes 28 50 72 $154,608 PY2024
- Hardman Johnston Globl Advisors codes 28 51 $116,249 PY2024
+98 more service providers
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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
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle started2025-09-30source
- Holding in a pooled vehicle ended2025-09-30source
+7 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
+24 connections on the graph
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