This allocator's name, 5 more managers, 22 more commitments and 6 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 Maryland
Taft-Hartley plan, based in Sparks, Maryland, reporting $203M in assets, for 2,881 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $203M
- Funded ratio
- 91.5%
- Fund commitments
- 10
- Managers
- 2
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- Hardman Johnston Int'l Equity Group3 commitments
- Multi-Employer Property Trust3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Northern Trust Investments, Inc.4 commitments
- Hardman Johnston Global Advisors3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 12.7%
- U.S. Government securities 5.8%
- Partnership/joint venture interests 31.0%
- 103-12 investment entities 4.9%
- Common/collective trusts 18.1%
- Pooled separate accounts 8.2%
- Common stock 15.9%
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Hardman Johnston Global Advisorsplan years 2022
- Lazard Asset Management LLCplan years
- Principalplan years 2022
+9 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Chartwell Investment Partnersaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+6 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 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $6.1M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 2,881 | Not disclosed | Not disclosed | n/a | $203M | $63.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,830 | Not disclosed | Not disclosed | n/a | $194M | $59.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,803 | Not disclosed | Not disclosed | n/a | $186M | $64.4M | Not disclosed | Not disclosed |
- Associated Administrators LLC codes 13 50 $193,365 PY2024
- Chartwell Investment Partners codes $154,894 PY2024
- Wedge Capital Mgmt codes 28 51 $142,659 PY2024
+68 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+8 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
+17 connections on the graph
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