This allocator's name
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Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $153M in assets, for 1,666 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $153M
- Funded ratio
- 88.6%
- Fund commitments
- 1
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- this allocator3 commitments
- Chevy Chase Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 14.4%
- U.S. Government securities 10.4%
- Common/collective trusts 26.2%
- Registered investment companies 45.5%
- PNC Bank, National Association Custodianthrough Jun 30, 2024 Form 5500
- Cuni, Rust & Strenk Actuarythrough Jun 30, 2023 Form 5500
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Chevy Chase Trust Companyplan years
- Chevy Chaseplan years
- Bairdplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jun 30, 2025Assets changed$14.5Maskebsa.dol.gov
- Jul 1, 2024Assets changed$14.3Maskebsa.dol.gov
- Jun 30, 2024Assets changed$14.1Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $40.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $33.8M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,666 | Not disclosed | Not disclosed | n/a | $153M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,597 | Not disclosed | Not disclosed | n/a | $139M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,537 | Not disclosed | Not disclosed | n/a | $125M | Not disclosed | Not disclosed | Not disclosed |
- Zenith American Solutions codes 12 50 $128,289 PY2024
- Robert Baird codes 28 51 $102,114 PY2024
- Cuni, Rust & Strenk codes 11 50 $79,700 PY2024
+30 more service providers
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Record history
- Total assets changed2024-07-01source
- Total assets changed2024-06-30source
- Total assets changed2025-06-30source
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
+7 connections on the graph
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