DFX Intelligence

This allocator's name, 2 more managers and 15 more commitments

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 Ohio

Taft-Hartley plan· Parma, Ohio

Taft-Hartley plan, based in Parma, Ohio, reporting $200M in assets, for 1,237 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $200M
Funded ratio: 84.0%
Fund commitments: 6
Managers: 3

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (6)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Ohio

Funds committed to

Principal U.S. Property Sa-Z3 commitments
Silchester Int'l Value Equity Trust3 commitments
Collective Russell 2000 Index Fund3 commitments

All 6

Managers

Northern Trust Investments, Inc.6 commitments
Principal3 commitments
Silchester International Investor3 commitments

All 5

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$200M

Total assets, Apr 30, 2025 reported

Funded

84.0%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.6%
Non-interest-bearing cash 0.8%
Corporate debt instruments (other) 8.4%
U.S. Government securities 6.2%
Other investments 0.0%
Other loans 0.2%
103-12 investment entities 12.2%
Common/collective trusts 34.0%
Pooled separate accounts 1.5%
Registered investment companies 8.0%
Common stock 13.8%
Real estate (other than employer real property) 6.2%

Consultants and advisers

3 firms

Mercer Investments LLC Investment adviser (plan)through Apr 30, 2023 Form 5500
Segal Actuarythrough Apr 30, 2023 Form 5500
KEY Bank National Association Custodianthrough Apr 30, 2023 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.6 rows, latest Apr 30, 2025
Principal3 rows, latest Apr 30, 2025
Silchester International Investor3 rows, latest Apr 30, 2025

+2 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.

From Schedule C (investment management, code 28)

Dwsplan years
Arbor Capital Managementplan years 2025
Kayne Anderson Rudnick Investmentplan years 2025

+6 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

4 events

Dec 31, 2024Manager relationship started
with Arbor Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Northern Trust Co.askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Tortoise Capital Advisors LLCaskebsa.dol.gov
May 1, 2023Funded status changed
down 4 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

18 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Apr 30, 2025	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$2.9M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Silchester Int'l Value Equity Trust103 12 ie	Silchester International Investor	Public equity	$24.4M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Collective Russell 2000 Index Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$8.5M held	Disclosed holding	askebsa.dol.gov

+15 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.

Size and funding

30 readings

Total assets

$200M Apr 30, 2025 reported Form 5500

$187M (2024-04) · $176M (2023-04)

Plan assets

$180M May 1, 2024 reported Form 5500

$169M (2023-05) · $172M (2022-05)

Net assets

$191M Apr 30, 2025 reported Form 5500

$180M (2024-04) · $168M (2023-04)

Funded ratio

84.0% May 1, 2024 reported Form 5500

85.1% (2023-05) · 89.5% (2022-05)

Participants

1,237 May 1, 2024 reported Form 5500

1,181 (2023-05) · 1,422 (2022-05)

Contributions

$9.2M Apr 30, 2025 reported Form 5500

$8.6M (2024-04) · $7.3M (2023-04)

Benefits paid

$14.4M Apr 30, 2025 reported Form 5500

$12.6M (2024-04) · $13.6M (2023-04)

Net investment income

$11.1M Apr 30, 2025 reported Form 5500

$11.9M (2024-04) · -$3.2M (2023-04)

Investment management fees

$1.0M Apr 30, 2025 reported Form 5500

$927,556 (2024-04) · $890,225 (2023-04)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Apr 30, 2025	1,237	Not disclosed	Not disclosed	n/a	$200M	Not disclosed	Not disclosed	$12.4M
2023 to Apr 30, 2024	1,181	Not disclosed	Not disclosed	n/a	$187M	Not disclosed	Not disclosed	Not disclosed
2022 to Apr 30, 2023	1,422	Not disclosed	Not disclosed	n/a	$176M	$0	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Silchester International Investors codes 28 $277,518 PY2024
Eagle Capital Management codes 28 $161,073 PY2024
Income Research & Management codes 28 $121,269 PY2024

+59 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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.

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Record history

4 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Manager relationship ended
2023-12-31source
Manager relationship started
2024-12-31source

+1 more change 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

+13 connections on the graph

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