This allocator's name, 5 more advisers, 8 more managers, 28 more commitments and 4 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 Colorado
Taft-Hartley plan, based in Arvada, Colorado, reporting $1.3B in assets, for 67,110 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.3B
- Funded ratio
- 90.9%
- Fund commitments
- 12
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Bridgewater Pure Alpha Major Market3 commitments
- Brandywine Investment Trust3 commitments
- NCS Group Trust - Global Fund3 commitments
- Macquarie Group3 commitments
- Brandywine Global Investment Mgmt.3 commitments
- Walter Scott Ncs3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 3.9%
- U.S. Government securities 7.8%
- Other investments 7.5%
- Partnership/joint venture interests 14.1%
- 103-12 investment entities 14.8%
- Common/collective trusts 24.6%
- Registered investment companies 22.1%
- Common stock 2.8%
- Segal Marco Advisors Pension consultantthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2024 Form 5500
+5 more consultants and advisers advise this allocator
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- Macquarie Group3 rows, latest Dec 31, 2024
- Brandywine Global Investment Mgmt.3 rows, latest Dec 31, 2024
- Walter Scott Ncs3 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Partnersplan years
- RBC Global Asset Management Inc.plan years
- Alcentra Ltdplan years
+10 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bridgewater Pure Alpha Major Market103 12 ie | Macquarie Group | Pooled vehicles | $68.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Brandywine Investment Trust103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $44.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NCS Group Trust - Global Fund103 12 ie | Walter Scott Ncs | Pooled vehicles | $54.4M held | Disclosed holding | askebsa.dol.gov |
+28 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 67,110 | Not disclosed | Not disclosed | n/a | $1.3B | $182M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 67,373 | Not disclosed | Not disclosed | n/a | $1.3B | $219M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 66,210 | Not disclosed | Not disclosed | n/a | $1.2B | $251M | Not disclosed | Not disclosed |
- this allocator codes 13 36 49 $965,143 PY2024
- JP Morgan Investment Mgmt, Inc. codes 27 28 51 $758,636 PY2024
- The Segal Company, Inc codes 11 50 $499,498 PY2024
+90 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+6 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
+22 connections on the graph
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