DFX Intelligence

This allocator's name, 3 more advisers, 15 more commitments and 8 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 California

Taft-Hartley plan· Livermore, California

Taft-Hartley plan, based in Livermore, California, reporting $1.6B in assets, for 12,868 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: $1.6B
Funded ratio: 57.9%
Fund commitments: 6
Managers: 4

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, Manager relationship ended.

Capital path

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

Taft-Hartley plan in California

Funds committed to

Victory Trivalent International Sma3 commitments
Legal & General S&p 400 Cit Fund3 commitments
Legal & General S&p 600 Cit Fund3 commitments

All 6

Managers

Legal and General12 commitments
Victory Capital Management Inc.3 commitments
Washington Capital Management, Inc.3 commitments

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

Taft-Hartley plan

Assets

$1.6B

Total assets, Dec 31, 2024 reported

Funded

57.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.3%
Non-interest-bearing cash 0.0%
Corporate debt instruments (other) 6.1%
Corporate debt instruments (preferred) 0.2%
U.S. Government securities 6.2%
Other investments 2.2%
Partnership/joint venture interests 16.6%
103-12 investment entities 5.4%
Common/collective trusts 27.1%
Registered investment companies 1.0%
Common stock 29.4%
Preferred stock 0.0%

Consultants and advisers

6 firms

US Bank Trusteethrough Dec 31, 2023 Form 5500
this allocator Actuarythrough Dec 31, 2023 Form 5500
Comerica Bank Custodianthrough Dec 31, 2022 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

3 managers on the commitment tape

From the plan’s own commitment disclosures

Legal and General12 rows, latest Dec 31, 2024
Victory Capital Management Inc.3 rows, latest Dec 31, 2024
Washington Capital Management, Inc.3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Victory Capital Management Inc.plan years
J.P. Morgan Chase & Coplan years 2024
US Bankplan years 2024

+15 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.

What changed

13 events

Dec 31, 2024Manager relationship endedinference
with Polen Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Delaware Investmentsaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with US Bankaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Chartwell Investment Partnersaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with J.P. Morgan Chase & Coaskebsa.dol.gov

+8 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 Dec 31, 2024	Victory Trivalent International Smacollective trust	Victory Capital Management Inc.	Pooled vehicles	$32.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legal & General S&p 400 Cit Fundcollective trust	Legal and General	Pooled vehicles	$21.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Legal & General S&p 600 Cit Fundcollective trust	Legal and General	Pooled vehicles	$52.3M 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

$1.6B Dec 31, 2024 reported Form 5500

$1.5B (2023-12) · $1.4B (2022-12)

Plan assets

$1.5B Jan 1, 2024 reported Form 5500

$1.4B (2023-01) · $1.6B (2022-01)

Net assets

$1.6B Dec 31, 2024 reported Form 5500

$1.5B (2023-12) · $1.4B (2022-12)

Funded ratio

57.9% Jan 1, 2024 reported Form 5500

53.6% (2023-01) · 62.6% (2022-01)

Participants

12,868 Jan 1, 2024 reported Form 5500

12,837 (2023-01) · 12,061 (2022-01)

Contributions

$137M Dec 31, 2024 reported Form 5500

$138M (2023-12) · $133M (2022-12)

Benefits paid

$193M Dec 31, 2024 reported Form 5500

$187M (2023-12) · $183M (2022-12)

Net investment income

$73.4M Dec 31, 2024 reported Form 5500

$130M (2023-12) · -$205M (2022-12)

Investment management fees

$2.6M Dec 31, 2024 reported Form 5500

$4.0M (2023-12) · $3.8M (2022-12)

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 Dec 31, 2024	12,868	Not disclosed	Not disclosed	n/a	$1.6B	$265M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	12,837	Not disclosed	Not disclosed	n/a	$1.5B	$256M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	12,061	Not disclosed	Not disclosed	n/a	$1.4B	$232M	Not disclosed	Not disclosed

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

Benesys, Inc. codes 13 50 $1.6M PY2024
Washington Capital Management, Inc codes 28 51 $852,757 PY2024
Graystone Consulting codes 28 51 $769,036 PY2024

+92 more service providers

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

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

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 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

13 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+10 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

+25 connections on the graph

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