This allocator's name, 6 more advisers, 3 more managers, 17 more commitments and 4 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 Illinois
Taft-Hartley plan, based in Downers Grove, Illinois, reporting $607M in assets, for 3,318 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $607M
- Funded ratio
- 104.2%
- Fund commitments
- 7
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Victory Trivalent International Sma3 commitments
- Legal & General Msci Acwi Ex US Cit3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Legal and General6 commitments
- Victory Capital Management Inc.3 commitments
- ABS Allegiance Real Estate3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 7.9%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 9.9%
- U.S. Government securities 7.8%
- Other investments 0.6%
- Partnership/joint venture interests 11.3%
- Common/collective trusts 18.0%
- Pooled separate accounts 2.0%
- Registered investment companies 8.1%
- Common stock 30.7%
- Real estate (other than employer real property) 2.4%
- Spot Migration General consultantthrough Jun 30, 2025 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2024 Form 5500
- Windy City Networks General consultantthrough Jun 30, 2024 Form 5500
+6 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.
- Legal and General6 rows, latest Jun 30, 2025
- Victory Capital Management Inc.3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
+3 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.
- Victory Capital Management Inc.plan years
- Apogem Capital LLCplan years
- American Realty Advisorsplan years 2025
+13 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.
- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Windy City Networksaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Empistaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Spot Migrationaskebsa.dol.gov
+4 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Victory Trivalent International Smacollective trust | Victory Capital Management Inc. | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $13.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $10.7M held | Disclosed holding | askebsa.dol.gov |
+17 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 3,318 | Not disclosed | Not disclosed | n/a | $607M | $68.9M | Not disclosed | $14.3M |
| 2023 to Jun 30, 2024 | 3,242 | Not disclosed | Not disclosed | n/a | $566M | $62.6M | Not disclosed | $5.2M |
| 2022 to Jun 30, 2023 | 3,157 | Not disclosed | Not disclosed | n/a | $527M | $58.2M | Not disclosed | $4.5M |
- American Realty Advisors codes 28 $544,896 PY2024
- Morgan Stanley Smith Barney codes 27 50 72 $505,733 PY2024
- Sierra Investment Partners, Inc codes 28 51 $300,415 PY2024
+108 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
This record sits on 29 traced paths of capital across the graphs.
DFX traced 29 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
- Holding in a pooled vehicle ended2025-06-30source
- Consultant changed2023-12-31source
- Manager relationship ended2023-12-31source
+6 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
+26 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.