This allocator's name, 4 more advisers, 7 more managers, 32 more commitments and 6 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 Pittsburgh, Pennsylvania, reporting $948M in assets, for 16,102 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $948M
- Funded ratio
- 69.5%
- Fund commitments
- 12
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Acrisure.
Capital path
who backs this record, through what, into what; each name opens its own path- Victory Trivalent International Sma3 commitments
- S&p 500 Pooled Index Fund L8113 commitments
- Afl-Cio Housing Investment Trust3 commitments
- Ameriserve6 commitments
- Victory Capital3 commitments
- Rhumbline Advisers Corp3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Corporate debt instruments (other) 4.5%
- Corporate debt instruments (preferred) 2.6%
- U.S. Government securities 9.7%
- Other investments 0.0%
- Partnership/joint venture interests 5.8%
- 103-12 investment entities 7.2%
- Common/collective trusts 57.7%
- Registered investment companies 10.3%
- Real estate (other than employer real property) 1.3%
- Acrisure General consultantthrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Nccmp Pension consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ameriserve6 rows, latest Dec 31, 2024
- Victory Capital3 rows, latest Dec 31, 2024
- Rhumbline Advisers Corp3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Victory Capitalplan years
- Intercontinental Real Estate Corp.plan years 2024
- Blackstone Tactical Opp Fund IV LPplan years 2024
+12 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship startedwith Ardian Sec Ix LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Chartwell Investment Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Blackstone Tactical Opp Fund IV LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Acrisureaskebsa.dol.gov
+6 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 Dec 31, 2024 | Victory Trivalent International Smacollective trust | Victory Capital | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S&p 500 Pooled Index Fund L811collective trust | Rhumbline Advisers Corp | Pooled vehicles | $55.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $135,574 held | Disclosed holding | askebsa.dol.gov |
+32 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 Dec 31, 2024 | 16,102 | Not disclosed | Not disclosed | n/a | $948M | $54.9M | Not disclosed | $12.1M |
| 2023 to Dec 31, 2023 | 16,834 | Not disclosed | Not disclosed | n/a | $883M | $49.9M | Not disclosed | $12.5M |
| 2022 to Dec 31, 2022 | 16,136 | Not disclosed | Not disclosed | n/a | $806M | $48.7M | Not disclosed | $13.8M |
- this allocator codes 14 50 $2.3M PY2024
- Silchester Intern'l Investors LLP codes 28 51 68 71 $534,438 PY2024
- J.P. Morgan Investment Management codes 27 28 50 51 $284,819 PY2024
+110 more service providers
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Provenance
This record sits on 25 traced paths of capital across the graphs.
DFX traced 25 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 ended2024-12-31source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+8 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
+23 connections on the graph
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