This allocator's name, 7 more advisers, 8 more managers, 44 more commitments and 4 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.
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Taft-Hartley plan in Alaska
Taft-Hartley plan, based in Anchorage, Alaska, reporting $2.1B in assets, for 11,184 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 94.9%
- Fund commitments
- 17
- Managers
- 7
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Aukema.
Capital path
who backs this record, through what, into what; each name opens its own path- US Debt Index Nl Fund3 commitments
- this allocator3 commitments
- ALL Weather Portfolio Limited3 commitments
- Adams Street Partners, LLC21 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 2.1%
- U.S. Government securities 0.8%
- Other investments 15.4%
- Partnership/joint venture interests 24.8%
- 103-12 investment entities 18.6%
- Common/collective trusts 16.0%
- Registered investment companies 6.2%
- Common stock 8.3%
- Preferred stock 0.2%
- Real estate (other than employer real property) 2.9%
- RV Kuhns & Associates Investment adviser (plan)General consultantthrough Dec 31, 2023 Form 5500
- Aukema General consultantthrough Dec 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+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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- Adams Street Partners, LLC21 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.3 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+8 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- T. Rowe Price Trust Companyplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Invesco Trust Companyplan years
+17 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Legg Mason, Inc and Subsidiariesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Aukemaaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+4 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, 2024 | US Debt Index Nl Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Private credit | $77.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | this allocator103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $109M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ALL Weather Portfolio Limited103 12 ie | Bridgewater | Pooled vehicles | $195M held | Disclosed holding | askebsa.dol.gov |
+44 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 11,184 | Not disclosed | Not disclosed | n/a | $2.1B | $515M | $0 | $60.5M |
| 2023 to Dec 31, 2023 | 11,038 | Not disclosed | Not disclosed | n/a | $2.0B | $510M | $0 | $64.3M |
| 2022 to Dec 31, 2022 | 10,777 | Not disclosed | Not disclosed | n/a | $2.1B | $423M | $0 | $74.6M |
- Bridgewater Associates codes 28 50 $7.5M PY2024
- Washington Capital Management codes 50 51 $675,415 PY2024
- Schroder Investment Mgmnt Na Inc codes 28 50 $642,369 PY2024
+192 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 26 traced paths of capital across the graphs.
DFX traced 26 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 ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+6 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
+32 connections on the graph
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