This allocator's name, 5 more advisers, 8 more managers, 28 more commitments and 30 more dated events
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Taft-Hartley plan in Illinois
Taft-Hartley plan, based in Hillside, Illinois, reporting $130M in assets, for 11,544 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $130M
- Funded ratio
- 109.5%
- Fund commitments
- 14
- Managers
- 14
Nothing material in the last 90 days. Last change: 31 Dec 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- ASB Allegiance Real Estate Fund4 commitments
- Multi-Employer Property Trust4 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- ABS Allegiance Real Estate4 commitments
- NEW Tower Trust Company4 commitments
- National Investment Svcs of Amer4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Other investments 9.6%
- Partnership/joint venture interests 10.1%
- 103-12 investment entities 0.4%
- Common/collective trusts 22.0%
- Registered investment companies 53.9%
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Everactive Solutions, Inc General consultantthrough Dec 31, 2025 Form 5500
- Investment Performance Services Investment adviser (plan)through Dec 31, 2025 Form 5500
+5 more consultants and advisers advise this allocator
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- ABS Allegiance Real Estate4 rows, latest Dec 31, 2025
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
- National Investment Svcs of Amer4 rows, latest Dec 31, 2025
+8 more managers received commitments
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- LSV Asset Managementplan years 2025
- National Investment Svcs of Amerplan years 2025
- Hardman Johnston Global Advisorsplan years 2025
+21 more Schedule C managers
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- Dec 31, 2025Holding started
- Dec 31, 2025Holding started
- Dec 31, 2025Holding endedinference
- Dec 31, 2025Holding started
- Dec 31, 2025Holding endedinference
+30 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $1.0M held | Disclosed holding | askebsa.dol.gov |
+28 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 11,544 | Not disclosed | Not disclosed | n/a | $130M | $13.1M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 11,349 | Not disclosed | Not disclosed | n/a | $123M | $17.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,386 | Not disclosed | Not disclosed | n/a | $127M | $31.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,431 | Not disclosed | Not disclosed | n/a | $132M | $26.4M | Not disclosed | Not disclosed |
- Chevy Chase Trust codes 21 28 51 $148,254 PY2025
- Automatic Data Processing codes 49 $142,272 PY2025
- Bridgeway Benefit Technologies LLC codes 16 $99,605 PY2025
+130 more service providers
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Provenance
This record sits on 21 traced paths of capital across the graphs.
DFX traced 21 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 started2025-12-31source
- Holding in a pooled vehicle started2025-12-31source
- Holding in a pooled vehicle started2024-12-31source
+32 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
+39 connections on the graph
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