This allocator's name, 3 more advisers, 10 more managers, 54 more commitments and 11 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 Washington
Taft-Hartley plan, based in Seattle, Washington, reporting $844M in assets, for 7,479 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $844M
- Funded ratio
- 79.9%
- Fund commitments
- 23
- Managers
- 12
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Alcentra Multi-Strategy European Cr3 commitments
- Ftse Rafi US 1000 Index Nl Ctf3 commitments
- WA Multi-Asset Credit Portfolio LLC3 commitments
- Alcentra Ltd11 commitments
- Washington Capital Management, Inc.6 commitments
- BNY Mellon6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.1%
- Partnership/joint venture interests 29.3%
- 103-12 investment entities 23.2%
- Common/collective trusts 43.2%
- J.P. Morgan Investment Management Investment adviser (plan)through Sep 30, 2023 Form 5500
- Nepc, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- PNC Bank Custodianthrough Sep 30, 2025 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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- Alcentra Ltd11 rows, latest Sep 30, 2025
- Washington Capital Management, Inc.6 rows, latest Sep 30, 2025
- BNY Mellon6 rows, latest Sep 30, 2025
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Companyplan years
- Washington Capital Management, Inc.plan years 2023
- State Street Global Advisors Trustplan years
+15 more Schedule C managers
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- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding started
- Sep 30, 2025Holding started
+11 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 Sep 30, 2025 | Alcentra Multi-Strategy European Cr103 12 ie | Alcentra Ltd | Hedge / diversifiers | $864,426 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $30.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $3.9M held | Disclosed holding | askebsa.dol.gov |
+54 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 | 7,479 | Not disclosed | Not disclosed | n/a | $844M | $247M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 7,651 | Not disclosed | Not disclosed | n/a | $847M | $205M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 7,872 | Not disclosed | Not disclosed | n/a | $803M | $206M | Not disclosed | Not disclosed |
- Welfare & Pension Admin Service Inc codes 10 13 15 36 50 $1.0M PY2024
- BNY Mellon codes 28 51 52 $512,966 PY2024
- JP Morgan Investment Mgmt Inc. codes 27 28 50 51 $381,031 PY2024
+111 more service providers
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Provenance
This record sits on 17 traced paths of capital across the graphs.
DFX traced 17 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 started2025-09-30source
- Holding in a pooled vehicle ended2024-09-30source
- Holding in a pooled vehicle started2025-09-30source
+13 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
+28 connections on the graph
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