This allocator's name, 1 more adviser, 1 more manager, 14 more commitments and 13 more dated events
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Taft-Hartley plan in Oklahoma
Taft-Hartley plan, based in Tulsa, Oklahoma, reporting $1.9B in assets, for 7,849 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 117.4%
- Fund commitments
- 5
- Managers
- 15
Nothing material in the last 90 days. Last change: 31 Dec 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Fiam Grp Trst Core Plus Commingled4 commitments
- ASB Allegiance Real Estate Fund4 commitments
- Msci Acwi Imi Index Nl Fund4 commitments
- State Street Global Advisors Trust8 commitments
- Fidelity Institutional Asset Mgmt4 commitments
- ABS Allegiance Real Estate4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.9%
- Corporate debt instruments (preferred) 3.0%
- U.S. Government securities 4.2%
- Other investments 0.0%
- Partnership/joint venture interests 3.9%
- Common/collective trusts 75.3%
- Registered investment companies 8.4%
- Real estate (other than employer real property) 2.1%
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- The Trust Company of Oklahoma Custodianthrough Dec 31, 2025 Form 5500
- ASB Capital Trusteethrough Dec 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
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- State Street Global Advisors Trust8 rows, latest Dec 31, 2025
- Fidelity Institutional Asset Mgmt4 rows, latest Dec 31, 2025
- ABS Allegiance Real Estate4 rows, latest Dec 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Vanguard Fiduciary Trust Companyplan years
- Oaktreeplan years 2025
- Morgan Stanleyplan years 2025
+13 more Schedule C managers
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- Dec 31, 2025Holding started
- Dec 31, 2025Assets changed$188Maskebsa.dol.gov
- Jan 1, 2025Funded status changeddown 2 pointsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Kohlberg Te Investorsaskebsa.dol.gov
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
+13 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, 2025 | Fiam Grp Trst Core Plus Commingledcollective trust | Fidelity Institutional Asset Mgmt | Fixed income | $140M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Msci Acwi Imi Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $188M held | Disclosed holding | askebsa.dol.gov |
+14 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 7,849 | Not disclosed | Not disclosed | n/a | $1.9B | $73.6M | Not disclosed | $40.0M |
| 2024 to Dec 31, 2024 | 7,980 | Not disclosed | Not disclosed | n/a | $1.7B | $80.4M | Not disclosed | $39.0M |
| 2023 to Dec 31, 2023 | 7,694 | Not disclosed | Not disclosed | n/a | $1.6B | $84.1M | Not disclosed | $39.3M |
| 2022 to Dec 31, 2022 | 8,059 | Not disclosed | Not disclosed | n/a | $1.4B | $82.2M | Not disclosed | $41.7M |
- this allocator codes 30 50 $2.2M PY2025
- Prime Property Fund codes 28 51 $1.9M PY2025
- Segal Marco Advisors codes 27 50 $323,454 PY2025
+148 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 started2025-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+15 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
+22 connections on the graph
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