This allocator's name, 1 more adviser, 8 more commitments and 1 more dated event
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, based in SAN Diego, California, reporting $558M in assets, for 4,314 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $558M
- Funded ratio
- 87.5%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 1 Oct 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Washington Capital Joint Master Tru3 commitments
- Forth Washington High Yld Investors3 commitments
- NEW Tower Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
- US Bank2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.0%
- Corporate debt instruments (other) 5.1%
- U.S. Government securities 6.0%
- Other investments 26.5%
- 103-12 investment entities 11.1%
- Common/collective trusts 27.9%
- Registered investment companies 0.0%
- Common stock 19.8%
- Investment Performance Services Pension consultantthrough Sep 30, 2023 Form 5500
- Northwest Pension Services Actuarythrough Sep 30, 2025 Form 5500
- Nwps Actuarythrough Sep 30, 2023 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.
- NEW Tower Trust Company3 rows, latest Sep 30, 2025
- Washington Capital Management, Inc.3 rows, latest Sep 30, 2025
- US Bank2 rows, latest Sep 30, 2025
- Todd Investment Advisorsplan years 2023
- Ullico Investment Advisors, Inc.plan years 2023
- Clean Techplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Oct 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$79.0Maskebsa.dol.gov
- Sep 30, 2024Holding started
- Sep 30, 2024Assets changed$79.0Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Stoneridge Pmg Advisors, LLCaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $33.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Timessquare Capital Management, LLCcollective trust | US Bank | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov |
+8 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 Sep 30, 2025 | 4,314 | Not disclosed | Not disclosed | n/a | $558M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 4,129 | Not disclosed | Not disclosed | n/a | $512M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,142 | Not disclosed | Not disclosed | n/a | $433M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 14 $942,581 PY2024
- Washington Capital Management, Inc. codes 28 $513,102 PY2024
- Todd Investment Advisors codes 28 $369,056 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 started2024-09-30source
- Funded status changed2024-10-01source
- Manager relationship ended2023-12-31source
+3 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
+13 connections on the graph
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