This allocator's name, 6 more advisers, 3 more managers, 10 more commitments and 32 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 California
Taft-Hartley plan, based in LOS Angeles, California, for 24,299 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 116.5%
- Fund commitments
- 6
- Managers
- 13
Nothing material in the last 90 days. Last change: 31 Dec 2025, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- UBC Russell 3000 Index Trust3 commitments
- Longview Ultra Construction Loan in3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Invesco Trust Company3 commitments
- Amalgamated Bank3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 12.2%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.9%
- U.S. Government securities 3.6%
- Partnership/joint venture interests 17.6%
- Common/collective trusts 46.2%
- Common stock 0.0%
- Preferred stock 0.0%
- Alan Biller and Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
- Cheiron Actuarythrough Dec 31, 2025 Form 5500
- Dodge & Cox Custodianthrough Dec 31, 2025 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Company3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Amalgamated Bankplan years
- American Realty Advisorsplan years 2025
+20 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship endedinferencewith Greenbriar Equity Group LPaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith American Realty Advisorsaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith Blackstone Infrastructure Partnersaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Mesa Westaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Genstar Capitalaskebsa.dol.gov
+32 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 | UBC Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $463M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $20,536 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $63.2M held | Disclosed holding | askebsa.dol.gov |
+10 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 | 24,299 | Not disclosed | Not disclosed | n/a | $0 | $0 | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 9,456 | Not disclosed | Not disclosed | n/a | $1.2B | $208M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,731 | Not disclosed | Not disclosed | n/a | $777M | $138M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,599 | Not disclosed | Not disclosed | n/a | $370M | $106M | Not disclosed | Not disclosed |
- Southern Benefit Administrators Inc codes 14 50 $585,301 PY2025
- Blackstone Group codes 28 51 $515,713 PY2025
- Cheiron, Inc. codes 11 16 $221,736 PY2025
+106 more service providers
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Provenance
Not yet on record: assets.
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Funded status changed2023-01-01source
+34 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
+38 connections on the graph
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