This allocator's name, 3 more advisers, 4 more managers, 62 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 Landover, Maryland, reporting $4.8B in assets, for 32,582 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.8B
- Funded ratio
- 107.4%
- Fund commitments
- 24
- Managers
- 3
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- Comerica Short-Term Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Jpmcb Strategic Property Fund3 commitments
- JP Morgan Chase47 commitments
- Comerica Bank3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.1%
- U.S. Government securities 0.8%
- Partnership/joint venture interests 36.1%
- Common/collective trusts 60.7%
- Pooled separate accounts 0.6%
- Common stock 0.0%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- RSM US LLP General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chase47 rows, latest Dec 31, 2024
- Comerica Bank3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- JP Morgan Chaseplan years
- Snow Phipps, L.P.plan years 2024
+5 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Towerbrook Investors III LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Snow Phipps, L.P.askebsa.dol.gov
- Dec 31, 2023Holding started
+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 | Comerica Short-Term Fundcollective trust | Comerica Bank | Cash | $34.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $191M held | Disclosed holding | askebsa.dol.gov |
+62 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 | 32,582 | Not disclosed | Not disclosed | n/a | $4.8B | $1.7B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 31,463 | Not disclosed | Not disclosed | n/a | $4.5B | $1.6B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 31,821 | Not disclosed | Not disclosed | n/a | $4.3B | $1.5B | Not disclosed | Not disclosed |
- J.P. Morgan Investment Management codes 27 28 68 $21.0M PY2024
- Comerica codes 19 72 $373,328 PY2024
- ASB Capital Management LLC codes 28 $353,513 PY2024
+162 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 started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- 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
+15 connections on the graph
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