This allocator's name, 2 more advisers and 1 more commitment

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Taft-Hartley plan in Missouri

Taft-Hartley plan· Kansas City, Missouri

Taft-Hartley plan, based in Kansas City, Missouri, reporting $147M in assets, for 1,741 participants.

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

Assets
$147M
Funded ratio
71.5%
Fund commitments
2
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (2)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: 30 Sep 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Missouri
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$147M
Total assets, Sep 30, 2025 reported
Funded
71.5%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
2
2 managers on Schedule C
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 2.4%
  • Partnership/joint venture interests 10.7%
  • Common/collective trusts 15.2%
  • Registered investment companies 70.9%
Consultants and advisers
5 firms

+2 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nhit Credit Asset Trustcollective trustLoomis Sayles Trust CompanyPrivate credit$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$16.4M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
20 readings
Total assets
$147M Sep 30, 2025 reported Form 5500
$114M (2023-09)
Plan assets
$133M Oct 1, 2024 reported Form 5500
$108M (2022-10)
Net assets
$147M Sep 30, 2025 reported Form 5500
$114M (2023-09)
Funded ratio
71.5% Oct 1, 2024 reported Form 5500
67.1% (2022-10)
Participants
1,741 Oct 1, 2024 reported Form 5500
1,765 (2022-10)
Contributions
$10.6M Sep 30, 2025 reported Form 5500
$9.5M (2023-09)
Benefits paid
$12.2M Sep 30, 2025 reported Form 5500
$12.2M (2023-09)
Net investment income
$13.3M Sep 30, 2025 reported Form 5500
$6.1M (2023-09)
Investment management fees
$698,125 Sep 30, 2025 reported Form 5500
$375,277 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,741Not disclosedNot disclosedn/a$147M$15.8MNot disclosedNot disclosed
2022 to Sep 30, 20231,765Not disclosedNot disclosedn/a$114M$13.9MNot disclosedNot disclosed
2022 to Sep 30, 20231,765Not disclosedNot disclosedn/a$114M$13.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wilson-Mcshane codes 10 12 50 $295,221 PY2024
  • Arnold, Newbold, Sollars & Hollins codes 29 50 $134,666 PY2024
  • Construction Benefits Audit Corp codes 10 50 $112,118 PY2024

+37 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 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-10-01source
  • Total assets changed
    2024-10-01source
  • Total assets changed
    2025-09-30source

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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+10 connections on the graph

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