DFX Intelligence

This allocator's name, 1 more adviser, 9 more commitments and 2 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 Pennsylvania

Taft-Hartley plan· Mcmurray, Pennsylvania

Taft-Hartley plan, based in Mcmurray, Pennsylvania, reporting $229M in assets, for 2,032 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $229M
Funded ratio: 115.0%
Fund commitments: 4
Managers: 3

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

Commitments (4)Allocation policy Managers

As of 2024-12-31 · 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 2024, Manager relationship started.

Capital path

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

Taft-Hartley plan in Pennsylvania

Funds committed to

Russell 1000 Growth Index Sl Fund3 commitments
ASB Allegiance Real Estate Fund3 commitments
Russell 1000 Value Index Sl Fund3 commitments

All 4

Managers

State Street Global Advisors Trust Company6 commitments
ABS Allegiance Real Estate3 commitments
Victory Capital Management Inc.3 commitments

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

Taft-Hartley plan

Assets

$229M

Total assets, Dec 31, 2024 reported

Funded

115.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.8%
Non-interest-bearing cash 0.5%
Corporate debt instruments (other) 12.6%
U.S. Government securities 5.1%
Partnership/joint venture interests 4.5%
Common/collective trusts 32.7%
Registered investment companies 21.4%
Common stock 21.0%

Consultants and advisers

4 firms

Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Acrisure Actuarythrough Dec 31, 2023 Form 5500
Cowden Associates Actuarythrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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

3 managers on the commitment tape

From the plan’s own commitment disclosures

State Street Global Advisors Trust Company6 rows, latest Dec 31, 2024
ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
Victory Capital Management Inc.3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Victory Capital Management Inc.plan years
CIM Investment Capitalplan years 2024
ASB Capital Management LLCplan years 2024

+9 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

7 events

Dec 31, 2024Manager relationship started
with Intercontinental Real Estate Corp.askebsa.dol.gov
Dec 31, 2024Assets changed
$22.5Maskebsa.dol.gov
Jan 1, 2024Assets changed
$23.4Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Intercontinental Real Estate Corp.askebsa.dol.gov
Dec 31, 2023Assets changed
$23.4Maskebsa.dol.gov

+2 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, 2024	Russell 1000 Growth Index Sl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$35.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$9.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Russell 1000 Value Index Sl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$24.0M 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.

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

Size and funding

30 readings

Total assets

$229M Dec 31, 2024 reported Form 5500

$207M (2023-12) · $183M (2022-12)

Plan assets

$206M Jan 1, 2024 reported Form 5500

$183M (2023-01) · $217M (2022-01)

Net assets

$228M Dec 31, 2024 reported Form 5500

$206M (2023-12) · $183M (2022-12)

Funded ratio

115.0% Jan 1, 2024 reported Form 5500

116.8% (2023-01) · 126.2% (2022-01)

Participants

2,032 Jan 1, 2024 reported Form 5500

2,157 (2023-01) · 2,143 (2022-01)

Contributions

$6.8M Dec 31, 2024 reported Form 5500

$6.5M (2023-12) · $7.8M (2022-12)

Benefits paid

$11.6M Dec 31, 2024 reported Form 5500

$11.0M (2023-12) · $10.0M (2022-12)

Net investment income

$22.2M Dec 31, 2024 reported Form 5500

$23.4M (2023-12) · -$34.7M (2022-12)

Investment management fees

$795,004 Dec 31, 2024 reported Form 5500

$685,501 (2023-12) · $735,246 (2022-12)

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 Dec 31, 2024	2,032	Not disclosed	Not disclosed	n/a	$229M	$10.2M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,157	Not disclosed	Not disclosed	n/a	$207M	$9.2M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,143	Not disclosed	Not disclosed	n/a	$183M	$9.4M	Not disclosed	Not disclosed

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

Benefit Fund Service Company codes 13 50 $216,243 PY2024
Metropolitan West Capital Mgmt. codes 28 50 51 $169,338 PY2024
Fiera Capital, Inc. codes 28 50 51 $159,423 PY2024

+62 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 4 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a 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.

Checking your plan…

Record history

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Manager relationship ended
2023-12-31source
Manager relationship started
2024-12-31source

+4 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

+17 connections on the graph

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