DFX Intelligence

This allocator's name, 3 more advisers, 3 more managers, 15 more commitments and 3 more dated events

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Taft-Hartley plan in Maryland

Taft-Hartley plan· Hagerstown, Maryland

Taft-Hartley plan, based in Hagerstown, Maryland, reporting $223M in assets, for 1,572 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $223M
Funded ratio: 93.7%
Fund commitments: 6
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Managers

As of 2024-12-31 · 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, Changed investment consultant to RAE Group LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Maryland

Funds committed to

Principal U.S. Property Sa-Z3 commitments
Parametric Defensive Equity Fund3 commitments
Multi-Employer Property Trust3 commitments

All 6

Managers

Principal3 commitments
Parametric Portfolio Associates3 commitments
NEW Tower Trust Company3 commitments

All 6

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$223M

Total assets, Jun 30, 2025 reported

Funded

93.7%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Non-interest-bearing cash 0.2%
Partnership/joint venture interests 6.2%
103-12 investment entities 4.3%
Common/collective trusts 53.8%
Pooled separate accounts 2.7%
Registered investment companies 21.1%
Common stock 10.0%

Consultants and advisers

6 firms

RAE Group LLC General consultantActuarythrough Jun 30, 2023 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
RAE Consulting Actuarythrough Jun 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

6 managers on the commitment tape

From the plan’s own commitment disclosures

Principal3 rows, latest Jun 30, 2025
Parametric Portfolio Associates3 rows, latest Jun 30, 2025
NEW Tower Trust Company3 rows, latest Jun 30, 2025

+3 more managers received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Parametric Portfolio Associatesplan years
Earnest Partnersplan years
Blackstone Partnersplan years 2025

+7 more Schedule C managers

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

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What changed

8 events

Dec 31, 2024Consultant changedinference
with RAE Group LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Blackstone Partnersaskebsa.dol.gov
Jul 1, 2024Assets changed
$20.0Maskebsa.dol.gov
Jun 30, 2024Assets changed
$20.1Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Brown Advisory LLCaskebsa.dol.gov

+3 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$6.1M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Parametric Defensive Equity Fund103 12 ie	Parametric Portfolio Associates	Public equity	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$4.8M 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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Size and funding

30 readings

Total assets

$223M Jun 30, 2025 reported Form 5500

$207M (2024-06) · $187M (2023-06)

Plan assets

$206M Jul 1, 2024 reported Form 5500

$186M (2023-07) · $174M (2022-07)

Net assets

$223M Jun 30, 2025 reported Form 5500

$207M (2024-06) · $187M (2023-06)

Funded ratio

93.7% Jul 1, 2024 reported Form 5500

94.4% (2023-07) · 88.7% (2022-07)

Participants

1,572 Jul 1, 2024 reported Form 5500

1,735 (2023-07) · 1,697 (2022-07)

Contributions

$13.6M Jun 30, 2025 reported Form 5500

$13.8M (2024-06) · $15.0M (2023-06)

Benefits paid

$19.1M Jun 30, 2025 reported Form 5500

$17.5M (2024-06) · $17.3M (2023-06)

Net investment income

$16.6M Jun 30, 2025 reported Form 5500

$19.9M (2024-06) · $12.6M (2023-06)

Investment management fees

$776,054 Jun 30, 2025 reported Form 5500

$829,118 (2024-06) · $1.1M (2023-06)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jun 30, 2025	1,572	Not disclosed	Not disclosed	n/a	$223M	$13.7M	Not disclosed	Not disclosed
2023 to Jun 30, 2024	1,735	Not disclosed	Not disclosed	n/a	$207M	$13.8M	Not disclosed	Not disclosed
2022 to Jun 30, 2023	1,697	Not disclosed	Not disclosed	n/a	$187M	$12.9M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Benesys, Inc. codes 13 50 $176,059 PY2024
Boston Partners Global Investors codes 28 51 $173,006 PY2024
Loomis Sayles Trust Company, LLC codes 28 51 $116,655 PY2024

+63 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 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

8 dated events on the change ledger, latest first

Funded status changed
2023-07-01source
Manager relationship ended
2023-12-31source
Manager relationship ended
2023-12-31source

+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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