This allocator's name, 4 more advisers, 6 more managers, 25 more commitments and 9 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 $1.7B in assets, for 62,697 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.7B
- Funded ratio
- 97.9%
- Fund commitments
- 10
- Managers
- 15
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Qashqade Ag.
Capital path
who backs this record, through what, into what; each name opens its own path- Ssga Russell 1000 Index Nl Fund4 commitments
- Ssga Russell 3000 Index Nl Fund4 commitments
- Jpmcb Strategic Property Fund4 commitments
- State Street Global Advisors Trust4 commitments
- State Street Global Advisors Trust Company4 commitments
- J.P. Morgan Chase4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 3.2%
- U.S. Government securities 2.9%
- Partnership/joint venture interests 41.2%
- Common/collective trusts 27.6%
- Registered investment companies 3.1%
- Common stock 19.6%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Standard Valuation Pension consultantthrough Dec 31, 2025 Form 5500
- Qashqade Ag General consultantthrough Dec 31, 2024 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust4 rows, latest Dec 31, 2025
- State Street Global Advisors Trust Company4 rows, latest Dec 31, 2025
- J.P. Morgan Chase4 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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- State Street Bank & Trust Companyplan years
- Pinestone Asset Management Inc.plan years
- Invesco Trust Companyplan years 2022
+15 more Schedule C managers
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- Dec 31, 2025Holding started
- Dec 31, 2025Holding started
- Dec 31, 2025Manager relationship endedinferencewith Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Walter Scott & Partners Ltdaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Qashqade Agaskebsa.dol.gov
+9 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 | Ssga Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $89.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Ssga Msci Eafe Index Nl Fundcollective trust | State Street Bank & Trust Company | Pooled vehicles | $25.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Brigade Opp Cr Citcollective trust | SEI Trust Company | Pooled vehicles | $50.2M held | Disclosed holding | askebsa.dol.gov |
+25 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 | 62,697 | Not disclosed | Not disclosed | n/a | $1.7B | $683M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 62,570 | Not disclosed | Not disclosed | n/a | $1.5B | $613M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 62,493 | Not disclosed | Not disclosed | n/a | $1.4B | $572M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 62,837 | Not disclosed | Not disclosed | n/a | $1.4B | $520M | Not disclosed | Not disclosed |
- this allocator codes 13 50 $4.3M PY2025
- Loomis Sayles & Company codes 28 51 $636,323 PY2025
- Janus Capital Management Inc codes 28 51 68 $557,593 PY2025
+121 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 ended2024-12-31source
- Holding in a pooled vehicle started2025-12-31source
- Holding in a pooled vehicle started2023-12-31source
+11 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
+30 connections on the graph
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