DFX Intelligence

This allocator's name, 2 more advisers, 5 more commitments and 4 more dated events

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Canfield, Ohio

Taft-Hartley plan, based in Canfield, Ohio, reporting $93.3M in assets, for 786 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $93.3M
Funded ratio: 101.0%
Fund commitments: 3
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (3)Allocation policy Managers

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Ohio

Funds committed to

Principal U.S. Property Sa-Z3 commitments
Multi-Employer Property Trust3 commitments
Western Asset US Core Plus LLC2 commitments

Managers

Principal3 commitments
NEW Tower Trust Company3 commitments
Western Asset2 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$93.3M

Total assets, Jun 30, 2025 reported

Funded

101.0%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Non-interest-bearing cash 3.4%
Corporate debt instruments (other) 4.1%
U.S. Government securities 9.3%
Partnership/joint venture interests 2.3%
Common/collective trusts 2.3%
Pooled separate accounts 3.8%
Registered investment companies 73.7%

Consultants and advisers

5 firms

Segal Marco Advisors Investment adviser (plan)Pension consultantthrough Jun 30, 2024 Form 5500
Comerica Bank Custodianthrough Jun 30, 2024 Form 5500
Western Asset Management Custodianthrough Jun 30, 2023 Form 5500

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Principal3 rows, latest Jun 30, 2025
NEW Tower Trust Company3 rows, latest Jun 30, 2025
Western Asset2 rows, latest Jun 30, 2024

From Schedule C (investment management, code 28)

Western Assetplan years
Merganser Capital Managementplan years 2025
Western Asset Managementplan years 2024

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

9 events

Jun 30, 2025Holding endedinference
with Western Asset US Core Plus LLC$11.9Maskebsa.dol.gov
Jun 30, 2025Assets changed
$10.1Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Merganser Capital Managementaskebsa.dol.gov
Jul 1, 2024Funded status changed
7 pointsaskebsa.dol.gov
Jul 1, 2024Assets changed
$9.7Maskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

8 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2024	Western Asset US Core Plus LLC103 12 ie	Western Asset	Fixed income	$11.9M held	Disclosed holding	askebsa.dol.gov

+5 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

30 readings

Total assets

$93.3M Jun 30, 2025 reported Form 5500

$83.2M (2024-06) · $73.5M (2023-06)

Plan assets

$83.1M Jul 1, 2024 reported Form 5500

$73.4M (2023-07) · $64.8M (2022-07)

Net assets

$93.2M Jun 30, 2025 reported Form 5500

$83.1M (2024-06) · $73.4M (2023-06)

Funded ratio

101.0% Jul 1, 2024 reported Form 5500

94.3% (2023-07) · 89.3% (2022-07)

Participants

786 Jul 1, 2024 reported Form 5500

774 (2023-07) · 809 (2022-07)

Contributions

$6.8M Jun 30, 2025 reported Form 5500

$6.9M (2024-06) · $8.4M (2023-06)

Benefits paid

$5.5M Jun 30, 2025 reported Form 5500

$5.4M (2024-06) · $5.1M (2023-06)

Net investment income

$10.1M Jun 30, 2025 reported Form 5500

$9.7M (2024-06) · $8.6M (2023-06)

Investment management fees

$38,000 Jun 30, 2025 reported Form 5500

$38,000 (2024-06) · $78,559 (2023-06)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jun 30, 2025	786	Not disclosed	Not disclosed	n/a	$93.3M	$2.1M	Not disclosed	Not disclosed
2023 to Jun 30, 2024	774	Not disclosed	Not disclosed	n/a	$83.2M	$2.1M	Not disclosed	Not disclosed
2022 to Jun 30, 2023	809	Not disclosed	Not disclosed	n/a	$73.5M	$2.3M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Benesys codes 13 15 $81,041 PY2024
Cuni, Rust, & Strenk codes 11 $61,500 PY2024
Johnson & Krol, LLC codes 29 $40,448 PY2024

+35 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-06-30source
Funded status changed
2023-07-01source
Funded status changed
2024-07-01source

+6 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

+11 connections on the graph

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