This allocator's name, 1 more adviser, 5 more managers, 14 more commitments and 2 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 California
Taft-Hartley plan, based in Pleasanton, California, reporting $80.2M in assets, for 711 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $80.2M
- Funded ratio
- 90.1%
- Fund commitments
- 8
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Mar 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Washington Capital Joint Master Tru3 commitments
- Chevy Chase Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.6%
- Other investments 0.2%
- Partnership/joint venture interests 7.1%
- 103-12 investment entities 17.7%
- Common/collective trusts 20.0%
- Registered investment companies 51.6%
- Verus Advisory, Inc. Pension consultantthrough Mar 31, 2023 Form 5500
- Northwest Pension Services Actuarythrough Mar 31, 2025 Form 5500
- Nwps Actuarythrough Mar 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
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- Chevy Chase Trust Company3 rows, latest Mar 31, 2025
- ABS Allegiance Real Estate3 rows, latest Mar 31, 2025
- Washington Capital Management, Inc.3 rows, latest Mar 31, 2025
+5 more managers received commitments
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- Chevy Chase Trust Companyplan years
- Chevy Chaseplan years
- Aristotle Pacific Capital, LLCplan years 2025
+7 more Schedule C managers
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- Mar 31, 2025Holding started
- Mar 31, 2025Holding endedinference
- Mar 31, 2025Holding started
- Dec 31, 2024Manager relationship endedinferencewith Voya Investment Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Aristotle Pacific Capital, LLCaskebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Acadian Global Equity Fund103 12 ie | Acadian Asset Management | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Pacific Asset Management Bank Loan103 12 ie | Aristotle Pacific Capital, LLC | Private credit | $4.0M held | Disclosed holding | askebsa.dol.gov |
+14 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 Mar 31, 2025 | 711 | Not disclosed | Not disclosed | n/a | $80.2M | $5.7M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 710 | Not disclosed | Not disclosed | n/a | $76.2M | $5.7M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 710 | Not disclosed | Not disclosed | n/a | $69.2M | $4.6M | Not disclosed | Not disclosed |
- Verus Advisory, Inc. codes 17 27 50 $154,939 PY2024
- Benesys, Inc. codes 14 $98,003 PY2024
- Northwest Pension Services codes 11 $51,100 PY2024
+59 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 ended2024-03-31source
- Holding in a pooled vehicle started2025-03-31source
- Holding in a pooled vehicle ended2025-03-31source
+4 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
+16 connections on the graph
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