This allocator's name, 1 more manager and 9 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 Oregon

Taft-Hartley plan· Portland, Oregon

Taft-Hartley plan, based in Portland, Oregon, reporting $216M in assets, for 1,004 participants.

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

Assets
$216M
Funded ratio
108.7%
Fund commitments
4
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Commitments (4)Allocation policy
As of · 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: 1 Aug 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Oregon
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$216M
Total assets, Jul 31, 2025 reported
Funded
108.7%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
4
none on the tape
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.5%
  • Partnership/joint venture interests 9.0%
  • 103-12 investment entities 11.3%
  • Common/collective trusts 40.2%
  • Registered investment companies 38.6%
Consultants and advisers
3 firms
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

+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)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$17.5M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.7M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$81.1M heldDisclosed holdingaskebsa.dol.gov

+9 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
$216M Jul 31, 2025 reported Form 5500
$199M (2024-07) · $183M (2023-07)
Plan assets
$199M Aug 1, 2024 reported Form 5500
$183M (2023-08) · $174M (2022-08)
Net assets
$216M Jul 31, 2025 reported Form 5500
$199M (2024-07) · $183M (2023-07)
Funded ratio
108.7% Aug 1, 2024 reported Form 5500
106.2% (2023-08) · 110.7% (2022-08)
Participants
1,004 Aug 1, 2024 reported Form 5500
1,031 (2023-08) · 1,030 (2022-08)
Contributions
$7.6M Jul 31, 2025 reported Form 5500
$8.1M (2024-07) · $9.0M (2023-07)
Benefits paid
$10.3M Jul 31, 2025 reported Form 5500
$9.8M (2024-07) · $9.5M (2023-07)
Net investment income
$16.8M Jul 31, 2025 reported Form 5500
$15.7M (2024-07) · $9.3M (2023-07)
Investment management fees
$531,736 Jul 31, 2025 reported Form 5500
$599,509 (2024-07) · $591,857 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 20251,004Not disclosedNot disclosedn/a$216M$19.4MNot disclosedNot disclosed
2023 to Jul 31, 20241,031Not disclosedNot disclosedn/a$199M$20.6MNot disclosedNot disclosed
2022 to Jul 31, 20231,030Not disclosedNot disclosedn/a$183M$21.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+41 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.

Not yet on record: managers.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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
  • Funded status changed
    2023-08-01source
  • Funded status changed
    2024-08-01source
  • Manager relationship started
    2023-12-31source

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

+7 connections on the graph

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