This allocator's name, 3 more advisers, 5 more managers and 19 more commitments
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Taft-Hartley plan in South Carolina
Taft-Hartley plan, based in Charleston, South Carolina, reporting $520M in assets, for 2,388 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $520M
- Funded ratio
- 125.1%
- Fund commitments
- 8
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Ullico Infrastructure Tax Exempt Fu3 commitments
- Victory Trivalent International Sma3 commitments
- Longview Ultra Construction Loan in3 commitments
- Ullico Investment Advisors3 commitments
- Victory Capital Management Inc.3 commitments
- Amalgamated Bank3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 11.5%
- Corporate debt instruments (preferred) 2.4%
- U.S. Government securities 3.7%
- Other investments 0.1%
- Other loans 0.5%
- Partnership/joint venture interests 12.2%
- 103-12 investment entities 4.8%
- Common/collective trusts 12.1%
- Pooled separate accounts 5.0%
- Registered investment companies 0.6%
- Common stock 38.7%
- Preferred stock 0.0%
- Innovative Software Solutions, Inc. General consultantthrough Sep 30, 2023 Form 5500
- Beacon Communications General consultantthrough Sep 30, 2023 Form 5500
- Investment Performance Services Investment adviser (plan)through Sep 30, 2023 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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- Ullico Investment Advisors3 rows, latest Sep 30, 2025
- Victory Capital Management Inc.3 rows, latest Sep 30, 2025
- Amalgamated Bank3 rows, latest Sep 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Victory Capital Management Inc.plan years
- Blackrock Institutional Trust Company, N.A.plan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 30, 2025Holding endedinference
- Oct 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Oct 1, 2024Assets changed$45.2Maskebsa.dol.gov
- Sep 30, 2024Holding started
- Dec 31, 2023Manager relationship startedwith Ullico Investment Advisors, Inc.askebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $24.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Victory Trivalent International Smacollective trust | Victory Capital Management Inc. | Pooled vehicles | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $2,684 held | Disclosed holding | askebsa.dol.gov |
+19 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 Sep 30, 2025 | 2,388 | Not disclosed | Not disclosed | n/a | $520M | $63.5M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,653 | Not disclosed | Not disclosed | n/a | $482M | $52.9M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,766 | Not disclosed | Not disclosed | n/a | $440M | $52.9M | Not disclosed | Not disclosed |
- Ullico Investment Advisors Inc codes 28 51 $461,261 PY2024
- The Segal (southeast States) Inc codes 11 50 $278,947 PY2024
- Newton Investment Management codes 28 51 52 68 $251,451 PY2024
+99 more service providers
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 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 started2024-09-30source
- Holding in a pooled vehicle ended2025-09-30source
- Funded status changed2024-10-01source
+2 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
+18 connections on the graph
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