This allocator's name, 2 more advisers, 8 more managers and 23 more commitments
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Taft-Hartley plan in Louisiana
Taft-Hartley plan, based in Metairie, Louisiana, reporting $90.5M in assets, for 1,957 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $90.5M
- Funded ratio
- 97.3%
- Fund commitments
- 10
- Managers
- 7
Nothing material in the last 90 days. Last change: 1 Jul 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Global Allocation Collect3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Earnest Partners3 commitments
- ABS Allegiance Real Estate3 commitments
- JP Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 1.6%
- Corporate debt instruments (other) 0.4%
- U.S. Government securities 5.5%
- Other investments 4.1%
- Partnership/joint venture interests 5.1%
- Common/collective trusts 58.5%
- Pooled separate accounts 1.9%
- Common stock 14.8%
- Real estate (other than employer real property) 6.4%
- Investment Performance Services General consultantthrough Jun 30, 2023 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Jun 30, 2023 Form 5500
- Osborne Carriero & Associates Actuarythrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
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- Earnest Partners3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
+8 more managers received commitments
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- Hardman Johnston Global Advisorsplan years 2023
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+12 more Schedule C managers
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- Jul 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jun 30, 2024Holding started
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding started
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Blackrock Global Allocation Collectcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Groupcollective trust | Hardman Johnston Global Advisors | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov |
+23 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 Jun 30, 2025 | 1,957 | Not disclosed | Not disclosed | n/a | $90.5M | $4.6M | Not disclosed | $5.8M |
| 2023 to Jun 30, 2024 | 1,987 | Not disclosed | Not disclosed | n/a | $84.8M | $4.0M | Not disclosed | $5.3M |
| 2022 to Jun 30, 2023 | 1,993 | Not disclosed | Not disclosed | n/a | $79.7M | $3.4M | Not disclosed | $4.8M |
- Wedge Capital Management LLP codes 51 68 $86,082 PY2024
- Investment Performance Services codes 16 $78,377 PY2024
- Weaver and Tidwell, LLP codes 10 $60,900 PY2024
+68 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 started2024-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle started2024-06-30source
+1 more change 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
+22 connections on the graph
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