This allocator's name, 3 more advisers, 11 more managers, 21 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Camp Springs, Maryland, reporting $2.1B in assets, for 16,490 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 148.3%
- Fund commitments
- 14
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Mackay Shields Collective Investmen3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Afl-Cio Housing Investment Trust3 commitments
- Mackay Shields3 commitments
- Great Gray Trust Company3 commitments
- Afl-Cio Housing Inv3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (preferred) 2.7%
- U.S. Government securities 14.8%
- Other investments 7.1%
- Common/collective trusts 34.1%
- Registered investment companies 12.3%
- Common stock 27.8%
- Real estate (other than employer real property) 0.9%
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 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.
- Mackay Shields3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Afl-Cio Housing Inv3 rows, latest Dec 31, 2024
+11 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.
- Goldman Sachs Asset Management, L.P.plan years
- Invesco Trust Companyplan years
- Mackay Shieldsplan years
+3 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.
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Holding endedinference
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $167M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $48.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $40.0M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 16,490 | Not disclosed | Not disclosed | n/a | $2.1B | Not disclosed | Not disclosed | $17.5M |
| 2023 to Dec 31, 2023 | 17,714 | Not disclosed | Not disclosed | n/a | $1.9B | Not disclosed | Not disclosed | $17.3M |
| 2022 to Dec 31, 2022 | 18,516 | Not disclosed | Not disclosed | n/a | $1.8B | Not disclosed | Not disclosed | $17.3M |
- this allocator codes 15 50 $4.9M PY2024
- Morgan Stanley Smith Barney LLC codes 27 33 50 71 72 $2.1M PY2024
- this allocator codes 15 50 64 $783,035 PY2024
+116 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
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+12 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.