DFX Intelligence

This allocator's name, 5 more advisers, 9 more managers, 9 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.

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Taft-Hartley plan in Nevada

Taft-Hartley plan· LAS Vegas, Nevada

Taft-Hartley plan, based in LAS Vegas, Nevada, for 109,276 participants.

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

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Funded ratio: 90.3%
Fund commitments: 12
Managers: 5

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

Commitments (12)Allocation policy Managers

As of 2023-12-31 · 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: 31 Dec 2023, Changed investment consultant to Common Good Technologies Consulting.

Capital path

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

Taft-Hartley plan in Nevada

Funds committed to

Jpmcb Strategic Property Fund1 commitment
Loomis Sayles Multisector Full Disc1 commitment
Multi-Employer Property Trust1 commitment

All 12

Managers

J.P. Morgan Chase1 commitment
Loomis Sayles1 commitment
NEW Tower Trust Company1 commitment

All 12

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

Taft-Hartley plan

Assets

not established

Total assets, Dec 31, 2023 reported

Funded

90.3%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2022

Commitments

5 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2022

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 0.6%
Other investments 25.1%
103-12 investment entities 12.4%
Common/collective trusts 24.4%
Pooled separate accounts 1.8%
Registered investment companies 26.1%
Common stock 2.9%
Real estate (other than employer real property) 4.8%

Consultants and advisers

8 firms

Leanne Bough General consultantthrough Dec 31, 2023 Form 5500
Common Good Technologies Consulting General consultantthrough Dec 31, 2023 Form 5500
Segal Marco Consulting General consultantthrough Dec 31, 2022 Form 5500

+5 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

12 managers on the commitment tape

From the plan’s own commitment disclosures

J.P. Morgan Chase1 row, latest Dec 31, 2022
Loomis Sayles1 row, latest Dec 31, 2022
NEW Tower Trust Company1 row, latest Dec 31, 2022

+9 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.

From Schedule C (investment management, code 28)

Blackrockplan years
Hardman Johnston Global Advisorsplan years
Western Asset Mgmt Company, LLCplan years 2022

+15 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

11 events

Dec 31, 2023Manager relationship endedinference
with Hamilton Laneaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Common Good Technologies Consultingaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with LSV Asset Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Intech Investment Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Columbia Threadneedleaskebsa.dol.gov

+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.

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

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2022	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$83.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Loomis Sayles Multisector Full Disccollective trust	Loomis Sayles	Pooled vehicles	$79.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$124M 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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Size and funding

20 readings

Total assets

$0 Dec 31, 2023 reported Form 5500

$2.5B (2022-12)

Plan assets

$2.5B Jan 1, 2023 reported Form 5500

$3.0B (2022-01)

Net assets

$0 Dec 31, 2023 reported Form 5500

$2.5B (2022-12)

Funded ratio

90.3% Jan 1, 2023 reported Form 5500

93.4% (2022-01)

Participants

109,276 Jan 1, 2023 reported Form 5500

102,740 (2022-01)

Contributions

$148M Dec 31, 2023 reported Form 5500

$132M (2022-12)

Benefits paid

$212M Dec 31, 2023 reported Form 5500

$216M (2022-12)

Net investment income

$119M Dec 31, 2023 reported Form 5500

-$436M (2022-12)

Investment management fees

$4.5M Dec 31, 2023 reported Form 5500

$6.3M (2022-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 31, 2023	109,276	Not disclosed	Not disclosed	n/a	$0	Not disclosed	Not disclosed	$0
2022 to Dec 31, 2022	102,740	Not disclosed	Not disclosed	n/a	$2.5B	Not disclosed	Not disclosed	$122M

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

Zenith American Solutions codes 13 $3.2M PY2023
ORG Portfolio Management, LLC codes 16 $1.5M PY2023
Seyfarth & Shaw Attorneys, LLP codes 29 $1.3M PY2023

+77 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: assets.

Capital chain

This record sits on 25 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 25 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

11 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source
Manager relationship ended
2023-12-31source

+8 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

+29 connections on the graph

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