DFX Intelligence

This allocator's name, 2 more advisers, 2 more managers and 7 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 Massachusetts

Taft-Hartley plan· Charlestown, Massachusetts

Taft-Hartley plan, based in Charlestown, Massachusetts, reporting $111M in assets, for 504 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $111M
Funded ratio: 101.1%
Fund commitments: 6
Managers: 8

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Managers

As of 2025-09-30 · the latest dated event for this allocator; each figure carries its own filing or report date

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

Taft-Hartley plan in Massachusetts

Funds committed to

GQG Partners Global Equity Fund Cit2 commitments
Crescent Capital Trust II (levered)2 commitments
Aristotle Collective Investment Tru2 commitments

All 6

Managers

GQG Partners LLC2 commitments
Crescent Capital2 commitments
Amalgamated Bank of New York2 commitments

All 5

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$111M

Total assets, Sep 30, 2025 reported

Funded

101.1%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

8 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.5%
Non-interest-bearing cash 0.6%
Corporate debt instruments (other) 0.6%
U.S. Government securities 1.8%
Other investments 31.3%
Common/collective trusts 27.6%
Registered investment companies 23.4%
Common stock 13.2%

Consultants and advisers

5 firms

Amalgamated Bank of New York Custodianthrough Sep 30, 2025 Form 5500
Bpas Actuarial and Pension Services Actuarythrough Sep 30, 2025 Form 5500
Cbiz Ris Actuarythrough Sep 30, 2024 Form 5500

+2 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

GQG Partners LLC2 rows, latest Sep 30, 2025
Crescent Capital2 rows, latest Sep 30, 2025
Amalgamated Bank of New York2 rows, latest Sep 30, 2025

+2 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Aristotleplan years
GQG Partners LLCplan years
Axiom Investors, LLCplan years

+5 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.

What changed

3 events

Sep 30, 2025Holding started
with Amalgamated Bank of New York$5.6Maskebsa.dol.gov
Sep 30, 2025Holding endedinference
with Amalgamated Bank of New York$5.4Maskebsa.dol.gov
Oct 1, 2024Assets changed
$12.8Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

10 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	GQG Partners Global Equity Fund Citcollective trust	GQG Partners LLC	Public equity	$12.2M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Crescent Capital Trust II (levered)collective trust	Crescent Capital	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Longview Core Bond Fundcollective trust	Amalgamated Bank of New York	Fixed income	$5.6M held	Disclosed holding	askebsa.dol.gov

+7 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.

Size and funding

20 readings

Total assets

$111M Sep 30, 2025 reported Form 5500

$108M (2024-09)

Plan assets

$108M Oct 1, 2024 reported Form 5500

$94.9M (2023-10)

Net assets

$111M Sep 30, 2025 reported Form 5500

$108M (2024-09)

Funded ratio

101.1% Oct 1, 2024 reported Form 5500

102.5% (2023-10)

Participants

504 Oct 1, 2024 reported Form 5500

504 (2023-10)

Contributions

$3.5M Sep 30, 2025 reported Form 5500

$3.6M (2024-09)

Benefits paid

$8.4M Sep 30, 2025 reported Form 5500

$7.8M (2024-09)

Net investment income

$3.1M Sep 30, 2025 reported Form 5500

$12.8M (2024-09)

Investment management fees

$196,888 Sep 30, 2025 reported Form 5500

$220,902 (2024-09)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	504	Not disclosed	Not disclosed	n/a	$111M	Not disclosed	Not disclosed	Not disclosed
2023 to Sep 30, 2024	504	Not disclosed	Not disclosed	n/a	$108M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

this allocator codes 13 $177,189 PY2024
Richard Brennan codes 30 $105,872 PY2024
NEW England Pension Consultants codes 28 $90,000 PY2024

+35 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 7 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 7 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-09-30source
Holding in a pooled vehicle ended
2025-09-30source
Total assets changed
2024-10-01source

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.