This allocator's name, 2 more advisers, 2 more managers, 11 more commitments and 2 more dated events
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Taft-Hartley plan in Hawaii
Taft-Hartley plan, based in Honolulu, Hawaii, reporting $763M in assets, for 7,636 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $763M
- Funded ratio
- 111.2%
- Fund commitments
- 5
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Jul 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- TCW Multiple Investment Trust3 commitments
- US Real Estate Investment Fund3 commitments
- ASB Labor Equity Index Fund3 commitments
- Tcw3 commitments
- Intercontinental Real Estate Corp.3 commitments
- Chevy Chase Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 15.4%
- 103-12 investment entities 3.0%
- Common/collective trusts 36.3%
- Registered investment companies 38.9%
- Common stock 3.4%
- Segal Marco Advisors Investment adviser (plan)through Jul 31, 2023 Form 5500
- Honolulu Actuarial Consultants Actuarythrough Jul 31, 2023 Form 5500
- Rael & Letson Actuarythrough Jul 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
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- Tcw3 rows, latest Jul 31, 2025
- Intercontinental Real Estate Corp.3 rows, latest Jul 31, 2025
- Chevy Chase Trust Company3 rows, latest Jul 31, 2025
+2 more managers received commitments
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- Tcwplan years
- Western Asset Mgmt Company, LLCplan years
- plan years 2025
+4 more Schedule C managers
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- Jul 31, 2025Holding endedinference
- Dec 31, 2024Manager relationship started
- Aug 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Aug 1, 2024Assets changed$77.1Maskebsa.dol.gov
- Jul 31, 2024Assets changed$76.8Maskebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | TCW Multiple Investment Trustcollective trust | Tcw | Pooled vehicles | $75.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | US Real Estate Investment Fund103 12 ie | Intercontinental Real Estate Corp. | Real estate | $23.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $159M held | Disclosed holding | askebsa.dol.gov |
+11 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 Jul 31, 2025 | 7,636 | Not disclosed | Not disclosed | n/a | $763M | $117M | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 14,132 | Not disclosed | Not disclosed | n/a | $705M | $108M | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 13,793 | Not disclosed | Not disclosed | n/a | $628M | $107M | Not disclosed | Not disclosed |
- Benefit Risk Management Services codes 10 13 $733,089 PY2024
- Pzena Investment Management LLC codes 28 $335,118 PY2024
- First Hawaiian Bank codes 19 28 $230,945 PY2024
+53 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 ended2025-07-31source
- Funded status changed2023-08-01source
- Funded status changed2024-08-01source
+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
+13 connections on the graph
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