This allocator's name, 2 more managers, 12 more commitments and 5 more dated events
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Taft-Hartley plan in Indiana
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $520M in assets, for 4,349 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $520M
- Funded ratio
- 96.6%
- Fund commitments
- 6
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Segall Bryant & Hamill Intl Sm Cap3 commitments
- this allocator3 commitments
- Loomis Sayles Core Fixed Income Fd3 commitments
- Segall Bryant & Hamill LLC3 commitments
- Chevy Chase Trust Company3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.4%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 2.2%
- Other investments 0.3%
- Partnership/joint venture interests 7.5%
- Common/collective trusts 28.2%
- Registered investment companies 14.7%
- Common stock 35.7%
- Mariner (andco) Investment adviser (plan)through Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank Custodianthrough Jun 30, 2023 Form 5500
- Segall Bryant & Hamill LLC3 rows, latest Jun 30, 2025
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Loomis Sayles3 rows, latest Jun 30, 2025
+2 more managers received commitments
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- Segall Bryant & Hamill LLCplan years 2023
- Chevy Chase Trust Companyplan years
- Allspringplan years
+11 more Schedule C managers
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- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Assets changed$54.5Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Garcia Hamilton & Associates, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith National Investment Svcs of Ameraskebsa.dol.gov
+5 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 Jun 30, 2025 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $53.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Lyrical Asset Management Master Colcollective trust | Lyrical US Value Equity Cit | Pooled vehicles | $42.0M held | Disclosed holding | askebsa.dol.gov |
+12 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 Jun 30, 2025 | 4,349 | Not disclosed | Not disclosed | n/a | $520M | $39.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 3,997 | Not disclosed | Not disclosed | n/a | $466M | $24.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 3,841 | Not disclosed | Not disclosed | n/a | $409M | $24.8M | Not disclosed | Not disclosed |
- Sierra Investment Partners, Inc codes 28 50 $329,984 PY2024
- Deroy & Devereaux codes 51 68 $254,335 PY2024
- Farr Miller & Washington codes 28 51 68 $251,417 PY2024
+70 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Manager relationship ended2023-12-31source
+7 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
+19 connections on the graph
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