This allocator's name, 5 more managers and 24 more commitments
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Taft-Hartley plan in Ohio
Taft-Hartley plan, based in Cleveland, Ohio, reporting $420M in assets, for 3,822 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $420M
- Funded ratio
- 72.8%
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Medium Cap Index Fund3 commitments
- Comerica Small Cap Index Fund3 commitments
- ASB Labor Equity Index Fund3 commitments
- Comerica Bank6 commitments
- Chevy Chase Trust Company3 commitments
- Neuberger Berman Investment Advisers LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.8%
- Other investments 9.3%
- 103-12 investment entities 2.9%
- Common/collective trusts 82.9%
- Common stock 2.0%
- Real estate (other than employer real property) 1.0%
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2024 Form 5500
- PNC Institutional Investments Custodianthrough Apr 30, 2025 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
- Comerica Bank6 rows, latest Apr 30, 2025
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- Neuberger Berman Investment Advisers LLC3 rows, latest Apr 30, 2025
+5 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.
- Comerica Bankplan years 2023, 2024
- Neuberger Bermanplan years
- Neuberger Berman Trust Company, Naplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Manager relationship startedwith PNC Institutional Investmentsaskebsa.dol.gov
- Apr 30, 2024Holding started
- Apr 30, 2024Holding endedinference
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Comerica Medium Cap Index Fundcollective trust | Comerica Bank | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Comerica Small Cap Index Fundcollective trust | Comerica Bank | Public equity | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $140M held | Disclosed holding | askebsa.dol.gov |
+24 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 3,822 | Not disclosed | Not disclosed | n/a | $420M | Not disclosed | Not disclosed | $4.3M |
| 2023 to Apr 30, 2024 | 3,788 | Not disclosed | Not disclosed | n/a | $405M | Not disclosed | Not disclosed | $4.1M |
| 2022 to Apr 30, 2023 | 3,754 | Not disclosed | Not disclosed | n/a | $381M | Not disclosed | Not disclosed | $4.7M |
- Segal Marco Advisors codes 27 $215,000 PY2024
- this allocator codes 13 $180,958 PY2024
- Loomis Sayles Trust Company codes 28 $119,399 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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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 started2024-04-30source
- Holding in a pooled vehicle ended2024-04-30source
- Manager relationship started2024-12-31source
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
every published relationship on the graph
+19 connections on the graph
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