This allocator's name, 2 more advisers, 3 more managers, 16 more commitments and 12 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 Minnesota
Taft-Hartley plan, based in Bloomington, Minnesota, reporting $2.4B in assets, for 33,219 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.4B
- Funded ratio
- 91.3%
- Fund commitments
- 8
- Managers
- 10
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Wtc-Ctf Smid Cap Research Equity3 commitments
- Causeway Collective Investment Trus3 commitments
- Allspring St Investment Fund S13 commitments
- Wellington Trust Company, Na5 commitments
- Causeway Capital Mgmt3 commitments
- Allspring3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 0.0%
- U.S. Government securities 0.0%
- Other investments 31.9%
- Partnership/joint venture interests 26.7%
- Common/collective trusts 27.3%
- Registered investment companies 13.9%
- Mercer Investment adviser (plan)through Dec 31, 2022 Form 5500
- USI Consulting Group Discretionary trusteethrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 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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- Wellington Trust Company, Na5 rows, latest Dec 31, 2024
- Causeway Capital Mgmt3 rows, latest Dec 31, 2024
- Allspring3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Causeway Capital Mgmtplan years
- Acadianplan years
- Boston Partners Global Equity Fundplan years
+15 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Crestline Specialty L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Pacific Investmt Management Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith GSO Capital Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Blackstoneaskebsa.dol.gov
+12 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 Dec 31, 2024 | Acadian Collective Investment Trustcollective trust | Acadian | Pooled vehicles | $41.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Smid Cap Research Equitycollective trust | Wellington Trust Company, Na | Public equity | $89.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Boston Partners Global Equity Fundcollective trust | Boston Partners Global Equity Fund | Public equity | $73.4M held | Disclosed holding | askebsa.dol.gov |
+16 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 Dec 31, 2024 | 33,219 | Not disclosed | Not disclosed | n/a | $2.4B | $636M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 31,717 | Not disclosed | Not disclosed | n/a | $2.2B | $607M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 30,681 | Not disclosed | Not disclosed | n/a | $1.9B | $462M | Not disclosed | Not disclosed |
- Wellington Trust codes 28 51 52 $2.7M PY2024
- Audax Management Company codes 28 51 52 $1.0M PY2024
- Rreef America LLC codes 28 51 52 $671,753 PY2024
+67 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+14 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
+24 connections on the graph
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