DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager and 9 more commitments

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· Harmony, Pennsylvania

Taft-Hartley plan, based in Harmony, Pennsylvania, reporting $154M in assets, for 1,272 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: $154M
Funded ratio: 114.2%
Fund commitments: 4

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

Commitments (4)Allocation policy Consultants

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, Total assets changed.

Capital path

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

Taft-Hartley plan in Pennsylvania

Funds committed to

Employee Real Estate Construction T3 commitments
Prudential Core Conserv Fund3 commitments
U.S. Property Separate Account3 commitments

All 4

Managers

Ameriserve3 commitments
Prudential Trust Co.3 commitments
Principal3 commitments

All 4

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

Taft-Hartley plan

Assets

$154M

Total assets, Dec 31, 2024 reported

Funded

114.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 1.4%
Other investments 8.1%
Common/collective trusts 12.8%
Pooled separate accounts 3.9%
Registered investment companies 73.2%

Consultants and advisers

4 firms

Segal Marco Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
Segal Macro Advisor Investment adviser (plan)through Dec 31, 2022 Form 5500
Acrisure Actuarythrough Dec 31, 2024 Form 5500

+1 more consultant or adviser 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

4 managers on the commitment tape

From the plan’s own commitment disclosures

Ameriserve3 rows, latest Dec 31, 2024
Prudential Trust Co.3 rows, latest Dec 31, 2024
Principal3 rows, latest Dec 31, 2024

+1 more manager 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)

Prudential Trust Co.plan years 2022
Chevy Chaseplan years 2022
Western Asset Managementplan years 2022

What changed

5 events

Dec 31, 2024Assets changed
$14.9Maskebsa.dol.gov
Jan 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$16.3Maskebsa.dol.gov
Dec 31, 2023Assets changed
$16.1Maskebsa.dol.gov
Jan 1, 2023Assets changed
down $24.1Maskebsa.dol.gov

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

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Employee Real Estate Construction Tcollective trust	Ameriserve	Real estate	$2.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Prudential Core Conserv Fundcollective trust	Prudential Trust Co.	Pooled vehicles	$16.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	U.S. Property Separate Accountseparate account	Principal	Real estate	$6.1M held	Disclosed holding	askebsa.dol.gov

+9 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.

Size and funding

30 readings

Total assets

$154M Dec 31, 2024 reported Form 5500

$139M (2023-12) · $123M (2022-12)

Plan assets

$139M Jan 1, 2024 reported Form 5500

$123M (2023-01) · $147M (2022-01)

Net assets

$154M Dec 31, 2024 reported Form 5500

$139M (2023-12) · $123M (2022-12)

Funded ratio

114.2% Jan 1, 2024 reported Form 5500

109.9% (2023-01) · 110.2% (2022-01)

Participants

1,272 Jan 1, 2024 reported Form 5500

1,190 (2023-01) · 1,234 (2022-01)

Contributions

$6.8M Dec 31, 2024 reported Form 5500

$5.7M (2023-12) · $6.2M (2022-12)

Benefits paid

$8.9M Dec 31, 2024 reported Form 5500

$8.0M (2023-12) · $8.1M (2022-12)

Net investment income

$14.8M Dec 31, 2024 reported Form 5500

$16.3M (2023-12) · -$24.1M (2022-12)

Investment management fees

$112,441 Dec 31, 2024 reported Form 5500

$111,287 (2023-12) · $76,488 (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	1,272	Not disclosed	Not disclosed	n/a	$154M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,190	Not disclosed	Not disclosed	n/a	$139M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,234	Not disclosed	Not disclosed	n/a	$123M	Not disclosed	Not disclosed	Not disclosed

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

CDS Administrators codes 13 $111,100 PY2024
Cowden Associates codes 11 $48,413 PY2024
Western Asset Management Company codes 28 $42,716 PY2024

+38 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.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

5 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Total assets changed
2023-01-01source
Total assets changed
2024-01-01source

+2 more changes on this record's ledger

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

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

+8 connections on the graph

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