This allocator's name, 3 more advisers, 1 more manager and 18 more commitments
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 LOS Angeles, California, reporting $232M in assets, for 2,126 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $232M
- Funded ratio
- 73.9%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jan 2023, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Artisan Multiple Investment Trust3 commitments
- NT Collective Treasury Inflation-Pr3 commitments
- State Street S&p Global Largemidcap3 commitments
- Northern Trust Investments, Inc.9 commitments
- Artisan Partners3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.4%
- Other investments 3.1%
- Partnership/joint venture interests 27.4%
- Common/collective trusts 46.6%
- Registered investment companies 17.9%
- Common stock 2.1%
- Meketa Investment Group Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500
- US Bank Trusteethrough Dec 31, 2023 Form 5500
+3 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.
- Northern Trust Investments, Inc.9 rows, latest Dec 31, 2024
- Artisan Partners3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- GQG Partners LLCplan years
- Artisan Partnersplan years
- Loomis Saylesplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jan 1, 2023Assets changeddown $42.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Treasury Inflation-Prcollective trust | Northern Trust Investments, Inc. | Fixed income | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,126 | Not disclosed | Not disclosed | n/a | $232M | $63.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,156 | Not disclosed | Not disclosed | n/a | $228M | $70.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,253 | Not disclosed | Not disclosed | n/a | $219M | $65.7M | Not disclosed | Not disclosed |
- Benefit Programs Administration codes 13 15 50 $296,319 PY2024
- The Northern Trust Co. codes 19 28 50 $179,674 PY2024
- Meketa Investment Group codes 17 27 50 $125,451 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Total assets changed2023-01-01source
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
+14 connections on the graph
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