This allocator's name and 7 more advisers

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Taft-Hartley plan in West Virginia

Taft-Hartley plan· South Charleston, West Virginia

Taft-Hartley plan, based in South Charleston, West Virginia, reporting $453M in assets, for 5,335 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$453M
Funded ratio
89.1%
Fund commitments
1
Managers
1
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Commitments (1)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in West Virginia
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$453M
Total assets, Dec 31, 2024 reported
Funded
89.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 0.9%
  • Corporate debt instruments (other) 2.7%
  • U.S. Government securities 6.1%
  • Other investments 26.2%
  • Registered investment companies 41.8%
  • Common stock 19.7%
Consultants and advisers
10 firms

+7 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Victory Trivalent International Smacollective trustVictory Capital Management Inc.Pooled vehicles$14.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Victory Trivalent International Smacollective trustVictory Capital Management Inc.Pooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$453M Dec 31, 2024 reported Form 5500
$420M (2023-12) · $386M (2022-12)
Plan assets
$419M Jan 1, 2024 reported Form 5500
$386M (2023-01) · $441M (2022-01)
Net assets
$453M Dec 31, 2024 reported Form 5500
$420M (2023-12) · $386M (2022-12)
Funded ratio
89.1% Jan 1, 2024 reported Form 5500
85.1% (2023-01) · 83.9% (2022-01)
Participants
5,335 Jan 1, 2024 reported Form 5500
5,199 (2023-01) · 5,166 (2022-01)
Contributions
$27.1M Dec 31, 2024 reported Form 5500
$29.2M (2023-12) · $26.9M (2022-12)
Benefits paid
$33.4M Dec 31, 2024 reported Form 5500
$32.9M (2023-12) · $32.6M (2022-12)
Net investment income
$32.9M Dec 31, 2024 reported Form 5500
$33.8M (2023-12) · -$55.0M (2022-12)
Investment management fees
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,335Not disclosedNot disclosedn/a$453MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20235,199Not disclosedNot disclosedn/a$420MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20225,166Not disclosedNot disclosedn/a$386MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+40 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Allocator commitments to a manager

DFX traced 1 path 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

2 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

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

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+14 connections on the graph

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