This allocator's name, 2 more advisers, 3 more managers and 20 more commitments
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Taft-Hartley plan in Connecticut
Taft-Hartley plan, based in Hamden, Connecticut, reporting $759M in assets, for 5,112 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $759M
- Funded ratio
- 125.1%
- Fund commitments
- 8
- Managers
- 3
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- BLK Msci Eafe Eq Idx Non-Lend3 commitments
- Emerging Markets Index Non-Lendable3 commitments
- Pimco Collective Investment Trust3 commitments
- Blackrock Institutional Trust Company, N.A.8 commitments
- Pimco3 commitments
- Acadian Asset Management3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.3%
- Corporate debt instruments (other) 2.8%
- Corporate debt instruments (preferred) 0.8%
- U.S. Government securities 6.8%
- Partnership/joint venture interests 14.8%
- 103-12 investment entities 4.6%
- Common/collective trusts 54.5%
- Registered investment companies 1.5%
- Common stock 9.3%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough 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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- Blackrock Institutional Trust Company, N.A.8 rows, latest Dec 31, 2024
- Pimco3 rows, latest Dec 31, 2024
- Acadian Asset Management3 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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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Pimcoplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jan 1, 2024Assets changed$65.9Maskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Manager relationship endedinferencewith Massachusetts Mutual Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Assets changed$63.7Maskebsa.dol.gov
- Jan 1, 2023Assets changeddown $85.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell 1000 Grwth Non-Lendable Funcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $60.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BLK Msci Eafe Eq Idx Non-Lendcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $64.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Index Non-Lendablecollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $31.2M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 5,112 | Not disclosed | Not disclosed | n/a | $759M | $113M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,048 | Not disclosed | Not disclosed | n/a | $694M | $101M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,962 | Not disclosed | Not disclosed | n/a | $630M | $105M | Not disclosed | Not disclosed |
- Loomis Sayles Trust Company codes 28 51 $337,334 PY2024
- Acadian Asset Management LLC codes 28 51 $252,603 PY2024
- LSV Asset Management codes 28 51 $251,922 PY2024
+60 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2023-12-31source
- Manager relationship ended2023-12-31source
- Total assets changed2023-01-01source
+2 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
+15 connections on the graph
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