This allocator's name, 1 more manager and 5 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 Pennsylvania

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $86.3M in assets, for 708 participants.

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

Assets
$86.3M
Funded ratio
82.5%
Fund commitments
4
Managers
2
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Commitments (4)Allocation policyManagers
As of · 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 Pennsylvania
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$86.3M
Total assets, Aug 31, 2025 reported
Funded
82.5%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
4
2 managers on Schedule C
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Non-interest-bearing cash 1.1%
  • Other investments 32.5%
  • Common/collective trusts 39.0%
  • Pooled separate accounts 7.3%
  • Registered investment companies 7.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager 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)

+3 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
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Wtc-Ctf International Opportunitiescollective trustWellingtonPooled vehicles$9.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov

+5 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
20 readings
Total assets
$86.3M Aug 31, 2025 reported Form 5500
$79.7M (2024-08)
Plan assets
$74.3M Sep 1, 2024 reported Form 5500
$70.4M (2023-09)
Net assets
$79.4M Aug 31, 2025 reported Form 5500
$74.3M (2024-08)
Funded ratio
82.5% Sep 1, 2024 reported Form 5500
81.3% (2023-09)
Participants
708 Sep 1, 2024 reported Form 5500
727 (2023-09)
Contributions
$4.4M Aug 31, 2025 reported Form 5500
$3.6M (2024-08)
Benefits paid
$5.4M Aug 31, 2025 reported Form 5500
$5.5M (2024-08)
Net investment income
$5.2M Aug 31, 2025 reported Form 5500
$3.9M (2024-08)
Investment management fees
$312,700 Aug 31, 2025 reported Form 5500
$338,728 (2024-08)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 2025708Not disclosedNot disclosedn/a$86.3MNot disclosedNot disclosedNot disclosed
2023 to Aug 31, 2024727Not disclosedNot disclosedn/a$79.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Proskauer Rose LLP codes 29 50 $143,422 PY2024
  • Pryor Cashman LLP codes 29 50 $127,836 PY2024
  • The Segal Company Inc codes 11 50 $111,075 PY2024

+31 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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

2 dated events on the change ledger, latest first
  • Manager relationship started
    2024-12-31source
  • Manager relationship started
    2024-12-31source

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

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