This allocator's name, 12 more advisers, 6 more managers, 37 more commitments and 21 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 District of Columbia
Taft-Hartley plan, based in Washington, District of Columbia, reporting $2.1B in assets, for 76,992 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 79.0%
- Fund commitments
- 12
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to WCP Special Core.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator4 commitments
- Multi-Employer Property Trust4 commitments
- Afl-Cio Building Investment Trust4 commitments
- William Blair Investment Management7 commitments
- NEW Tower Trust Company4 commitments
- Great Gray Trust Company4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.9%
- Insurance company general account 3.3%
- Other investments 15.0%
- Partnership/joint venture interests 14.1%
- 103-12 investment entities 14.1%
- Common/collective trusts 43.5%
- Pooled separate accounts 0.9%
- Registered investment companies 5.4%
- Common stock 2.2%
- Alan Biller and Associates Pension consultantthrough Dec 31, 2025 Form 5500
- Tier 1 Consultants LLC General consultantthrough Dec 31, 2025 Form 5500
- Relx, Inc. General consultantthrough Dec 31, 2025 Form 5500
+12 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- William Blair Investment Management7 rows, latest Dec 31, 2025
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
- Great Gray Trust Company4 rows, latest Dec 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Neuberger Bermanplan years
- Neuberger Berman Investment Advisers LLCplan years
- Union Labor Life Insurance Companyplan years 2025
+8 more Schedule C managers
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- Dec 31, 2025Holding started
- Dec 31, 2025Holding endedinference
- Dec 31, 2025Holding endedinference
- Dec 31, 2025Consultant changedinferencewith WCP Special Coreaskebsa.dol.gov
- Dec 31, 2025Consultant changedinference
+21 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, 2025 | this allocatorcollective trust | Comerica Bank | Public equity | $682M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $20.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $27.3M held | Disclosed holding | askebsa.dol.gov |
+37 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 76,992 | Not disclosed | Not disclosed | n/a | $2.1B | $295M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 77,244 | Not disclosed | Not disclosed | n/a | $1.9B | $342M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 77,327 | Not disclosed | Not disclosed | n/a | $1.8B | $251M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 77,529 | Not disclosed | Not disclosed | n/a | $1.6B | $218M | Not disclosed | Not disclosed |
- Int'l Union of Bac codes 15 50 $4.5M PY2025
- Alan D. Biller & Associates, Inc. codes 17 27 50 $748,500 PY2025
- Cheiron, Inc codes 11 50 $343,946 PY2025
+297 more service providers
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Provenance
This record sits on 56 traced paths of capital across the graphs.
DFX traced 56 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 started2024-12-31source
- Holding in a pooled vehicle started2025-12-31source
- Holding in a pooled vehicle started2023-12-31source
+23 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
+31 connections on the graph
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