DFX Intelligence

This allocator's name, 3 more advisers, 1 more manager, 11 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.

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

Taft-Hartley plan in Alaska

Taft-Hartley plan· Anchorage, Alaska

Taft-Hartley plan, based in Anchorage, Alaska, reporting $534M in assets, for 9,222 participants.

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

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $534M
Funded ratio: 61.8%
Fund commitments: 7
Managers: 4

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

Commitments (7)Allocation policy Consultants

As of 2025-06-30 · 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 Jun 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Alaska

Funds committed to

Jpmcb Core Bond Fund3 commitments
Seaport Long Duration Collective in3 commitments
Bnym Mellon Afl Cio Sl Broad Market2 commitments

All 7

Managers

JP Morgan Chase3 commitments
Global Trust Company3 commitments
BNY Mellon2 commitments

All 4

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

Taft-Hartley plan

Assets

$534M

Total assets, Jun 30, 2025 reported

Funded

61.8%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

4 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.5%
Non-interest-bearing cash 0.9%
Other investments 29.5%
Common/collective trusts 56.1%
Registered investment companies 9.2%

Consultants and advisers

6 firms

Nika Technologies, Inc. General consultantthrough Jun 30, 2025 Form 5500
Rael & Letson Pension consultantActuarythrough Jun 30, 2025 Form 5500
JP Morgan Investment adviser (plan)through Jun 30, 2024 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.

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

JP Morgan Chase3 rows, latest Jun 30, 2025
Global Trust Company3 rows, latest Jun 30, 2025
BNY Mellon2 rows, latest Jun 30, 2025

+1 more manager 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)

JP Morgan Chaseplan years
Russell Trust Companyplan years
Blackstoneplan years 2025

+6 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

14 events

Jun 30, 2025Holding endedinference
with Bnym Db Sl Acwi Ex-Us$56.6Maskebsa.dol.gov
Jun 30, 2025Holding endedinference
with Russell Trust Company$12.9Maskebsa.dol.gov
Jun 30, 2025Holding started
with BNY Mellon$61.4Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Rael & Letsonaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Pgim Real Estateaskebsa.dol.gov

+9 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.

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

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Jpmcb Core Bond Fundcollective trust	JP Morgan Chase	Fixed income	$50.8M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Bnym Mellon Afl-Cio Sl Broad Marketcollective trust	BNY Mellon	Pooled vehicles	$145M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust	BNY Mellon	Pooled vehicles	$61.4M held	Disclosed holding	askebsa.dol.gov

+11 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

30 readings

Total assets

$534M Jun 30, 2025 reported Form 5500

$516M (2024-06) · $500M (2023-06)

Plan assets

$511M Jul 1, 2024 reported Form 5500

$494M (2023-07) · $494M (2022-07)

Net assets

$534M Jun 30, 2025 reported Form 5500

$516M (2024-06) · $500M (2023-06)

Funded ratio

61.8% Jul 1, 2024 reported Form 5500

61.4% (2023-07) · 62.3% (2022-07)

Participants

9,222 Jul 1, 2024 reported Form 5500

8,838 (2023-07) · 8,830 (2022-07)

Contributions

$47.0M Jun 30, 2025 reported Form 5500

$46.2M (2024-06) · $40.6M (2023-06)

Benefits paid

$81.3M Jun 30, 2025 reported Form 5500

$81.1M (2024-06) · $80.7M (2023-06)

Net investment income

$18.1M Jun 30, 2025 reported Form 5500

$15.6M (2024-06) · -$2.2M (2023-06)

Investment management fees

$743,637 Jun 30, 2025 reported Form 5500

$667,400 (2024-06) · $827,845 (2023-06)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Jun 30, 2025	9,222	Not disclosed	Not disclosed	n/a	$534M	Not disclosed	Not disclosed	Not disclosed
2023 to Jun 30, 2024	8,838	Not disclosed	Not disclosed	n/a	$516M	Not disclosed	Not disclosed	Not disclosed
2022 to Jun 30, 2023	8,830	Not disclosed	Not disclosed	n/a	$500M	Not disclosed	Not disclosed	Not disclosed

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

this allocator codes 14 50 $659,186 PY2024
Rael & Letson codes 11 50 $404,386 PY2024
JP Morgan codes 27 50 $251,692 PY2024

+57 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 16 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 16 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

16 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2025-06-30source
Holding in a pooled vehicle ended
2025-06-30source
Holding in a pooled vehicle ended
2025-06-30source

+13 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

+18 connections on the graph

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