This allocator's name, 4 more advisers, 4 more managers, 21 more commitments and 2 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 Utah
Taft-Hartley plan, based in Murray, Utah, reporting $367M in assets, for 21,849 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $367M
- Funded ratio
- 75.4%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Russell 3000 Index Fund3 commitments
- NCS Group Trust - Global Fund3 commitments
- Artisan Partners6 commitments
- Prudential Insurance Company of Ame3 commitments
- Blackrock Institutional Trust Co,na3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 3.4%
- 103-12 investment entities 10.7%
- Common/collective trusts 37.6%
- Pooled separate accounts 3.0%
- Registered investment companies 34.2%
- Common stock 5.1%
- Meketa Investment Group Inc. Pension consultantthrough Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Artisan Partners6 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na3 rows, latest Dec 31, 2024
+4 more managers received commitments
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- Artisan Partnersplan years
- DFA - the Small Cap Subtrustplan years 2024
- Ullico Investment Advisorsplan years 2023
+12 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Manager relationship startedwith Ullico Investment Advisorsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Meketa Investment Group Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Artisan Global Value Trustaskebsa.dol.gov
+2 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 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fundcollective trust | Blackrock Institutional Trust Co,na | Pooled vehicles | $24.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NCS Group Trust - Global Fund103 12 ie | Walter Scott Ncs | Pooled vehicles | $39.2M held | Disclosed holding | askebsa.dol.gov |
+21 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 | 21,849 | Not disclosed | Not disclosed | n/a | $367M | $12.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 23,053 | Not disclosed | Not disclosed | n/a | $355M | $21.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 22,395 | Not disclosed | Not disclosed | n/a | $333M | $20.3M | Not disclosed | Not disclosed |
- Southwest Service Administrators codes 14 $765,288 PY2024
- Horizon Actuarial Services, LLC codes 11 16 $417,217 PY2024
- JP Morgan Investment Management Inc codes 27 28 $346,429 PY2024
+84 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2024-12-31source
- Funded status changed2023-01-01source
+4 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
+23 connections on the graph
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