This allocator's name and 3 more advisers

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Taft-Hartley plan in Indiana

Taft-Hartley plan· Gary, Indiana

Taft-Hartley plan, based in Gary, Indiana, reporting $639M in assets, for 6,654 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$639M
Funded ratio
105.1%
Fund commitments
1
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (1)Allocation policyConsultants
As of · 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 started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Indiana
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$639M
Total assets, Jun 30, 2025 reported
Funded
105.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 12.9%
  • U.S. Government securities 16.7%
  • Other investments 0.1%
  • Partnership/joint venture interests 1.8%
  • Pooled separate accounts 7.3%
  • Registered investment companies 37.5%
  • Common stock 14.0%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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

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What changed
1 event
  • Dec 31, 2024Manager relationship started
    with PNC Capital Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$46.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$54.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$639M Jun 30, 2025 reported Form 5500
$603M (2024-06) · $582M (2023-06)
Plan assets
$599M Jul 1, 2024 reported Form 5500
$580M (2023-07) · $573M (2022-07)
Net assets
$637M Jun 30, 2025 reported Form 5500
$596M (2024-06) · $582M (2023-06)
Funded ratio
105.1% Jul 1, 2024 reported Form 5500
103.2% (2023-07) · 102.3% (2022-07)
Participants
6,654 Jul 1, 2024 reported Form 5500
6,588 (2023-07) · 6,492 (2022-07)
Contributions
$24.4M Jun 30, 2025 reported Form 5500
$24.5M (2024-06) · $23.2M (2023-06)
Benefits paid
$39.4M Jun 30, 2025 reported Form 5500
$38.9M (2024-06) · $37.7M (2023-06)
Net investment income
$40.9M Jun 30, 2025 reported Form 5500
$14.5M (2024-06) · $7.0M (2023-06)
Investment management fees
$1.6M Jun 30, 2025 reported Form 5500
$1.6M (2024-06) · $1.6M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20256,654Not disclosedNot disclosedn/a$639M$11.3MNot disclosedNot disclosed
2023 to Jun 30, 20246,588Not disclosedNot disclosedn/a$603M$10.9MNot disclosedNot disclosed
2022 to Jun 30, 20236,492Not disclosedNot disclosedn/a$582M$10.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+70 more service providers

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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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

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

1 dated event on the change ledger, latest first
  • Manager relationship started
    2024-12-31source

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

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+16 connections on the graph

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