This allocator's name, 2 more advisers, 2 more managers, 9 more commitments and 5 more dated events
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Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $29.8M in assets, for 319 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $29.8M
- Funded ratio
- 89.9%
- Fund commitments
- 6
- Managers
- 7
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- Longview Ultra Construction Loan in3 commitments
- Blackrock Global Allocation Collect2 commitments
- Hardman Johnston Global Advisors3 commitments
- Northern Trust Investments, Incorporated2 commitments
- Amalgamated Bank2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.3%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 10.5%
- U.S. Government securities 5.5%
- Partnership/joint venture interests 34.3%
- 103-12 investment entities 5.0%
- Common/collective trusts 21.9%
- Common stock 17.2%
- Chevy Chase Trust Trusteethrough Apr 30, 2024 Form 5500
- RAE Consulting Actuarythrough Apr 30, 2023 Form 5500
- Wells Fargo Bank Custodianthrough Apr 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Hardman Johnston Global Advisors3 rows, latest Apr 30, 2025
- Northern Trust Investments, Incorporated2 rows, latest Apr 30, 2025
- Amalgamated Bank2 rows, latest Apr 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Hardman Johnston Global Advisorsplan years 2024
- Amalgamated Bankplan years
+7 more Schedule C managers
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- Apr 30, 2025Holding started
- Apr 30, 2025Holding started
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Chevy Chase Trustaskebsa.dol.gov
+5 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 Apr 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Russell 1000 Value Indexcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $704 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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 319 | Not disclosed | Not disclosed | n/a | $29.8M | $10.2M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 327 | Not disclosed | Not disclosed | n/a | $28.3M | $11.0M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 326 | Not disclosed | Not disclosed | n/a | $26.7M | $11.1M | Not disclosed | Not disclosed |
- Investment Performance Services LLC codes 28 51 $67,667 PY2024
- Boyd Watterson Asset Mgmt LLC codes 28 51 $66,438 PY2024
- RAE Group LLC codes 11 50 $49,500 PY2024
+50 more service providers
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Provenance
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 started2025-04-30source
- Holding in a pooled vehicle started2025-04-30source
- Holding in a pooled vehicle ended2025-04-30source
+7 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
+17 connections on the graph
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