This allocator's name, 7 more advisers, 5 more managers, 30 more commitments and 5 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 New York
Taft-Hartley plan, based in NEW York, New York, for 22,061 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 101.6%
- Fund commitments
- 12
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2025, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- US Aggregate Bond Index Nl Fund3 commitments
- Columbia Threadneedle US Hy Bond3 commitments
- Bnym Mellon Afl-Cio Sl Broad Market3 commitments
- State Street Global Advisors Trust Company12 commitments
- BNY Mellon5 commitments
- Ameriprise Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 20.5%
- Common/collective trusts 62.6%
- Registered investment companies 14.4%
- Meketa Investment Group Inc. Investment adviser (plan)through Jul 1, 2025 Form 5500
- State Street Global Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
- Paragon Communications General consultantthrough Dec 31, 2022 Form 5500
+7 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 Trust Company12 rows, latest Dec 31, 2024
- BNY Mellon5 rows, latest Dec 31, 2024
- Ameriprise Trust Company3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Ameriprise Trust Companyplan years
- GQG Partners LLCplan years
- Metlifeplan years
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship endedinferencewith State Street Global Advisorsaskebsa.dol.gov
- Jul 1, 2025Assets changeddown $300Maskebsa.dol.gov
- Jan 1, 2024Assets changed$28.2Maskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+5 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 | US Aggregate Bond Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $18.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Columbia Threadneedle US Hy Bondcollective trust | Ameriprise Trust Company | Fixed income | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $77.8M held | Disclosed holding | askebsa.dol.gov |
+30 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 Jul 1, 2025 | 22,061 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 21,789 | Not disclosed | Not disclosed | n/a | $300M | $61.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 21,247 | Not disclosed | Not disclosed | n/a | $276M | $51.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 20,605 | Not disclosed | Not disclosed | n/a | $248M | $51.6M | Not disclosed | Not disclosed |
- this allocator codes 10 14 50 $315,855 PY2025
- Bredhoff & Kaiser P.L.L.C. codes 29 50 $105,930 PY2025
- Meketa Investment Group Inc codes 27 50 $97,500 PY2025
+107 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: assets.
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2023-12-31source
- Funded status changed2023-01-01source
+7 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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