This allocator's name, 2 more advisers, 4 more managers, 49 more commitments and 5 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 Massachusetts
Taft-Hartley plan, based in Southwick, Massachusetts, reporting $270M in assets, for 1,672 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $270M
- Funded ratio
- 108.2%
- Fund commitments
- 15
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- NCS Group Trust - Global Fund4 commitments
- Ssga S&p Midcap 400 R Index Nl Fund4 commitments
- State Street Msci Eafe Index Non-Le4 commitments
- State Street Global Advisors Trust Company20 commitments
- HarbourVest12 commitments
- Ameriprise Trust Company4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.6%
- U.S. Government securities 0.1%
- Other investments 0.8%
- Partnership/joint venture interests 29.5%
- 103-12 investment entities 11.8%
- Common/collective trusts 40.8%
- Registered investment companies 4.6%
- Common stock 9.3%
- Preferred stock 0.1%
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2025 Form 5500
- Segal Actuarythrough Dec 31, 2025 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2025 Form 5500
+2 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.
- State Street Global Advisors Trust Company20 rows, latest Dec 31, 2025
- HarbourVest12 rows, latest Dec 31, 2025
- Ameriprise Trust Company4 rows, latest Dec 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.
- HarbourVestplan years
- Schroderplan years
- Ameriprise Trust Companyplan years
+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.
- Dec 31, 2025Assets changed$54.9Maskebsa.dol.gov
- Jan 1, 2025Funded status changed6 pointsaskebsa.dol.gov
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
+5 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 Dec 31, 2025 | Columbia Tr US High Yld Bond Fd Inscollective trust | Ameriprise Trust Company | Fixed income | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | NCS Group Trust - Global Fund103 12 ie | Walter Scott Ncs | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Ssga S&p Midcap 400 R Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov |
+49 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,672 | Not disclosed | Not disclosed | n/a | $270M | $79.9M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 1,604 | Not disclosed | Not disclosed | n/a | $215M | $49.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,618 | Not disclosed | Not disclosed | n/a | $203M | $51.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,699 | Not disclosed | Not disclosed | n/a | $184M | $46.5M | Not disclosed | $0 |
- Meketa Investment Group Inc. codes 27 50 $136,700 PY2025
- The Segal Co. (eastern States) Inc. codes 11 50 $113,877 PY2025
- Schultheis & Panettieri, LLP codes 10 50 $72,100 PY2025
+81 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 6 traced paths of capital across the graphs.
DFX traced 6 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+7 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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.