This allocator's name, 6 more advisers, 1 more manager, 9 more commitments and 9 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 California
Taft-Hartley plan, based in Pasadena, California, reporting $3.5B in assets, for 21,805 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $3.5B
- Funded ratio
- 110.2%
- Fund commitments
- 6
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 May 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Arrowstreet International Equity3 commitments
- Bnym Mellon Db Sl Stock Index Fund3 commitments
- EB Temporary Investment3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 2.1%
- Corporate debt instruments (preferred) 1.3%
- U.S. Government securities 4.2%
- Other investments 15.5%
- Partnership/joint venture interests 11.5%
- 103-12 investment entities 12.3%
- Common/collective trusts 21.8%
- Registered investment companies 13.2%
- Common stock 15.9%
- Preferred stock 0.0%
- Newmark Partners LP General consultantthrough May 31, 2024 Form 5500
- Vergent LLC General consultantthrough May 31, 2024 Form 5500
- RV Kuhns & Associates Investment adviser (plan)through May 31, 2023 Form 5500
+6 more consultants and advisers advise this allocator
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- BNY Mellon6 rows, latest May 31, 2025
- Arrow Street Capital3 rows, latest May 31, 2025
- Schroder2 rows, latest May 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Schroderplan years
+12 more Schedule C managers
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- May 31, 2025Holding endedinference
- May 31, 2025Holding started
- May 31, 2025Holding started
- Dec 31, 2024Consultant changedinferencewith Newmark Partners LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Schroder Investment Management Nortaskebsa.dol.gov
+9 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 May 31, 2025 | Russ 2500 Alpha Trust Tilts Fd Clcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $131M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $435M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Bnym Mellon Db Sl Stock Index Fundcollective trust | BNY Mellon | Public equity | $134M held | Disclosed holding | askebsa.dol.gov |
+9 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 May 31, 2025 | 21,805 | Not disclosed | Not disclosed | n/a | $3.5B | $404M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 21,784 | Not disclosed | Not disclosed | n/a | $3.3B | $371M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 21,378 | Not disclosed | Not disclosed | n/a | $3.0B | $313M | Not disclosed | Not disclosed |
- this allocator codes 13 50 $2.8M PY2024
- Arrowstreet Capital codes 28 50 51 $2.4M PY2024
- Blackrock Financial Management codes 28 51 $848,753 PY2024
+134 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 started2024-05-31source
- Holding in a pooled vehicle ended2025-05-31source
- Holding in a pooled vehicle started2025-05-31source
+11 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
+25 connections on the graph
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