This allocator's name, 6 more advisers, 14 more managers, 71 more commitments and 10 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 Massachusetts
Taft-Hartley plan, based in Wilmington, Massachusetts, reporting $3.8B in assets, for 23,926 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $3.8B
- Funded ratio
- 103.1%
- Fund commitments
- 29
- Managers
- 8
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- Msci Emerging Markets Free Fund3 commitments
- Short-Term Investment Fund3 commitments
- US Tips Fund3 commitments
- Blackrock Institutional Trust Company, N.A.17 commitments
- Harbourvest Partners LP14 commitments
- Blackrock6 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.6%
- Corporate debt instruments (other) 2.7%
- Corporate debt instruments (preferred) 0.3%
- U.S. Government securities 4.2%
- Other investments 0.7%
- Other loans 0.6%
- Partnership/joint venture interests 43.8%
- 103-12 investment entities 9.0%
- Common/collective trusts 16.8%
- Registered investment companies 3.5%
- Common stock 9.9%
- Preferred stock 0.1%
- Real estate (other than employer real property) 3.7%
- PWC Management Consulting Co Ltd Investment adviser (plan)through Dec 31, 2023 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Proxyvote Plus, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+6 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.17 rows, latest Dec 31, 2024
- Harbourvest Partners LP14 rows, latest Dec 31, 2024
- Blackrock6 rows, latest Dec 31, 2024
+14 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
- Harbourvest Partners LPplan years
- Blackrock Institutional Trust Company, N.A.plan years
+16 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Aberdeen Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Victory Capital Managementaskebsa.dol.gov
+10 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 | Msci Emerging Markets Free Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Cash | $41,190 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US Tips Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $85.7M held | Disclosed holding | askebsa.dol.gov |
+71 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 | 23,926 | Not disclosed | Not disclosed | n/a | $3.8B | $1.7B | Not disclosed | $140M |
| 2023 to Dec 31, 2023 | 23,395 | Not disclosed | Not disclosed | n/a | $3.7B | $1.6B | Not disclosed | $180M |
| 2022 to Dec 31, 2022 | 23,286 | Not disclosed | Not disclosed | n/a | $3.6B | $1.6B | Not disclosed | $194M |
- Meketa Investment Group Inc. codes 27 50 $1.0M PY2024
- Washington Capital Management Inc. codes 28 51 $689,421 PY2024
- Artisan Partners Lmtd Partnership codes 28 51 52 68 $562,230 PY2024
+157 more service providers
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 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 ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+12 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
+30 connections on the graph
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