This allocator's name, 1 more adviser, 2 more managers, 23 more commitments and 8 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 Georgia
Taft-Hartley plan, based in Savannah, Georgia, reporting $832M in assets, for 4,168 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $832M
- Funded ratio
- 105.1%
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Bnym-M Db Sl Lc Growth Sif3 commitments
- Bnym Mellon Db Bd Mkt Stk Index Fd3 commitments
- BNY Mellon Db Sl Sc Growth Sif3 commitments
- BNY Mellon16 commitments
- Jpmorgan Special Situations3 commitments
- Loomis Sayles Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 0.0%
- Other investments 4.0%
- Partnership/joint venture interests 27.9%
- Common/collective trusts 35.0%
- Registered investment companies 17.7%
- Common stock 11.6%
- Real estate (other than employer real property) 0.1%
- Segal Marco Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Sep 30, 2023 Form 5500
- Comerica Bank Custodianthrough Sep 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- BNY Mellon16 rows, latest Sep 30, 2025
- Jpmorgan Special Situations3 rows, latest Sep 30, 2025
- Loomis Sayles Trust Company3 rows, latest Sep 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- William Blair Investment Managementplan years 2024
- Lazard Asset Management LLCplan years
- NB Alternative Advisers, LLCplan years 2025
+7 more Schedule C managers
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- Sep 30, 2025Holding endedinference
- Sep 30, 2025Holding endedinference
- Sep 30, 2025Assets changed$79.0Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Neuberger Bermanaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith NB Alternative Advisers, LLCaskebsa.dol.gov
+8 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 | Bnym-M Db Sl Lc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $73.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Bnym Mellon Db Bd Mkt Stk Index Fdcollective trust | BNY Mellon | Pooled vehicles | $98.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | BNY Mellon Db Sl Sc Growth Sifcollective trust | BNY Mellon | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov |
+23 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 | 4,168 | Not disclosed | Not disclosed | n/a | $832M | $232M | Not disclosed | $831,786 |
| 2023 to Sep 30, 2024 | 3,892 | Not disclosed | Not disclosed | n/a | $753M | $220M | Not disclosed | $683,899 |
| 2022 to Sep 30, 2023 | 3,566 | Not disclosed | Not disclosed | n/a | $655M | $214M | Not disclosed | $456,162 |
- Gsa-Ila Manager's Fund codes 15 38 49 50 $684,060 PY2024
- Boston Partners Gloval Investors codes 28 51 52 $413,987 PY2024
- Loomis Sayles Trust Company codes 28 51 $201,663 PY2024
+70 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2025-09-30source
- Holding in a pooled vehicle ended2024-09-30source
- Holding in a pooled vehicle ended2025-09-30source
+10 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
+16 connections on the graph
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