This allocator's name, 4 more advisers, 4 more managers, 18 more commitments and 30 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 California
Taft-Hartley plan, based in Oakland, California, reporting $6.6B in assets, for 50,363 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $6.6B
- Funded ratio
- 89.0%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- EB Temporary Investment3 commitments
- UBC Russell 3000 Index Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 0.0%
- Other investments 10.8%
- Other loans 0.6%
- Partnership/joint venture interests 11.9%
- 103-12 investment entities 3.1%
- Common/collective trusts 68.4%
- Registered investment companies 3.8%
- Real estate (other than employer real property) 0.3%
- Opus Investment Advisors, LLC Investment adviser (plan)through Aug 31, 2025 Form 5500
- The Segal Co (western States), Inc. General consultantActuarythrough Aug 31, 2024 Form 5500
- Alan Biller and Associates Investment adviser (plan)through Aug 31, 2023 Form 5500
+4 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.
- Amalgamated Bank3 rows, latest Aug 31, 2025
- BNY Mellon3 rows, latest Aug 31, 2025
- Invesco Trust Company3 rows, latest Aug 31, 2025
+4 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.
- Amalgamated Bankplan years
- JP Morgan Chaseplan years
- Blackstone Real Estate Debt Securitplan years 2025
+30 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.
- Dec 31, 2024Manager relationship startedwith Blackstone Real Estate Debt Securitaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Post Advisory Groupaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith The Yucaipa Companiesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Camden Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith The Bank of New York Mellon Trst Coaskebsa.dol.gov
+30 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 Aug 31, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $2,652 held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $49.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | UBC Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $3.5B held | Disclosed holding | askebsa.dol.gov |
+18 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 Aug 31, 2025 | 50,363 | Not disclosed | Not disclosed | n/a | $6.6B | $784M | Not disclosed | $19.1M |
| 2023 to Aug 31, 2024 | 50,959 | Not disclosed | Not disclosed | n/a | $6.0B | $447M | Not disclosed | $20.2M |
| 2022 to Aug 31, 2023 | 50,808 | Not disclosed | Not disclosed | n/a | $5.3B | $373M | Not disclosed | $20.5M |
- C.F.A.O codes 14 50 $6.4M PY2024
- Washington Capital codes 28 51 $2.0M PY2024
- BNY Mellon codes 19 28 50 51 $1.5M PY2024
+96 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 20 traced paths of capital across the graphs.
DFX traced 20 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
- Funded status changed2024-09-01source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+32 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
+42 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.