This allocator's name, 2 more advisers, 3 more managers and 15 more commitments
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Taft-Hartley plan in Ohio
Taft-Hartley plan, based in Vandalia, Ohio, reporting $1.2B in assets, for 8,310 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.2B
- Funded ratio
- 85.9%
- Fund commitments
- 6
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Jan 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Thornburg Global Equity Fund3 commitments
- Common All Country World Invst Mkt3 commitments
- Multi-Employer Property Trust3 commitments
- Thornburg Investment Management3 commitments
- Northern Trust Investments, Incorporated3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.5%
- Partnership/joint venture interests 13.5%
- Common/collective trusts 71.2%
- Registered investment companies 10.2%
- Common stock 1.9%
- Segal Marco Advisors Investment adviser (plan)through Jan 31, 2023 Form 5500
- Acrisure Actuarythrough Jan 31, 2025 Form 5500
- U.S. Bank Custodianthrough Jan 31, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Thornburg Investment Management3 rows, latest Jan 31, 2025
- Northern Trust Investments, Incorporated3 rows, latest Jan 31, 2025
- NEW Tower Trust Company3 rows, latest Jan 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Incorporatedplan years
- Thornburg Investment Managementplan years
- Cincinnati Insuranceplan years 2025
+5 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.
- Jan 31, 2025Assets changed$145Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Cincinnati Insuranceaskebsa.dol.gov
- Feb 1, 2024Funded status changed3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | Thornburg Global Equity Fundcollective trust | Thornburg Investment Management | Public equity | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Common All Country World Invst Mktcollective trust | Northern Trust Investments, Incorporated | Pooled vehicles | $118M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $54.5M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jan 31, 2025 | 8,310 | Not disclosed | Not disclosed | n/a | $1.2B | $156M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 8,113 | Not disclosed | Not disclosed | n/a | $1.0B | $139M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 8,111 | Not disclosed | Not disclosed | n/a | $952M | $136M | Not disclosed | Not disclosed |
- Idwc of Sw Oh Benefit Trust codes 14 50 $553,368 PY2024
- Segal Marco Advisors codes 27 50 $316,250 PY2024
- Fidelity Investment Asset Mgmt codes 28 51 $229,496 PY2024
+71 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Funded status changed2024-02-01source
- Manager relationship started2024-12-31source
- Total assets changed2025-01-31source
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
+14 connections on the graph
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