This allocator's name, 2 more advisers, 5 more managers and 19 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 Minnesota
Taft-Hartley plan, based in Brooklyn Park, Minnesota, reporting $447M in assets, for 5,126 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $447M
- Funded ratio
- 118.6%
- Fund commitments
- 8
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Loomis Sayles Global Cit3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Loomis Sayles3 commitments
- Chevy Chase Trust Company3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.8%
- U.S. Government securities 7.8%
- Other investments 6.6%
- Partnership/joint venture interests 17.0%
- 103-12 investment entities 6.7%
- Common/collective trusts 30.4%
- Registered investment companies 2.0%
- Common stock 23.4%
- Segal Marco Advisors Investment adviser (plan)through Apr 30, 2023 Form 5500
- Marathon Asset Management, LP Custodianthrough Apr 30, 2025 Form 5500
- Union Bank and Trust Custodianthrough Apr 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.
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- Loomis Sayles3 rows, latest Apr 30, 2025
- Chevy Chase Trust Company3 rows, latest Apr 30, 2025
- Great Gray Trust Company3 rows, latest Apr 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Hamilton Laneplan years 2024
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Apr 30, 2025Holding started
- Dec 31, 2023Manager relationship startedwith Union Bank and Trustaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Marathon Asset Management, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Hamilton Laneaskebsa.dol.gov
- May 1, 2023Funded status changed5 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Loomis Sayles Global Citcollective trust | Loomis Sayles | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $47.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $10.5M 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 Apr 30, 2025 | 5,126 | Not disclosed | Not disclosed | n/a | $447M | $76.0M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 5,020 | Not disclosed | Not disclosed | n/a | $417M | $73.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 4,956 | Not disclosed | Not disclosed | n/a | $386M | $66.1M | Not disclosed | Not disclosed |
- this allocator codes 13 50 $380,247 PY2024
- Boston Trust Walden Company codes 28 51 68 $211,511 PY2024
- Wedge Capital Management LLP codes 28 51 68 $166,196 PY2024
+75 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 started2025-04-30source
- Funded status changed2023-05-01source
- Manager relationship started2023-12-31source
+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
+19 connections on the graph
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