DFX Intelligence

This allocator's name, 5 more advisers and 3 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 Oregon

Taft-Hartley plan· Tualatin, Oregon

Taft-Hartley plan, based in Tualatin, Oregon, reporting $74.3M in assets, for 1,891 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: $74.3M
Funded ratio: 74.9%
Fund commitments: 2

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

Commitments (2)Allocation policy Consultants

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, Changed investment consultant to The Segal Co (western States), Inc.

Capital path

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

Taft-Hartley plan in Oregon

Funds committed to

Jpmcb Strategic Property Fund3 commitments
Blackrock Total Return Bond Fund3 commitments

Managers

J.P. Morgan Chase3 commitments
Blackrock3 commitments

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

Taft-Hartley plan

Assets

$74.3M

Total assets, Dec 31, 2024 reported

Funded

74.9%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.3%
Non-interest-bearing cash 1.5%
Partnership/joint venture interests 11.8%
Common/collective trusts 24.9%
Registered investment companies 42.3%
Common stock 3.7%
Real estate (other than employer real property) 9.1%

Consultants and advisers

8 firms

J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2024 Form 5500
Alan Biller and Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
Wells Fargo Bank Custodianthrough Dec 31, 2024 Form 5500

+5 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

J.P. Morgan Chase3 rows, latest Dec 31, 2024
Blackrock3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Blackrockplan years 2023
J.P. Morgan Investment Managementplan years 2022

What changed

5 events

Dec 31, 2024Consultant changedinference
with The Segal Co (western States), Inc.askebsa.dol.gov
Jan 1, 2024Funded status changed
down 5 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Blackrockaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $15.6Maskebsa.dol.gov

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$7.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock Total Return Bond Fundcollective trust	Blackrock	Fixed income	$11.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$8.7M held	Disclosed holding	askebsa.dol.gov

+3 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

$74.3M Dec 31, 2024 reported Form 5500

$74.8M (2023-12) · $74.2M (2022-12)

Plan assets

$69.9M Jan 1, 2024 reported Form 5500

$69.3M (2023-01) · $84.9M (2022-01)

Net assets

$74.2M Dec 31, 2024 reported Form 5500

$74.6M (2023-12) · $74.1M (2022-12)

Funded ratio

74.9% Jan 1, 2024 reported Form 5500

79.4% (2023-01) · 82.1% (2022-01)

Participants

1,891 Jan 1, 2024 reported Form 5500

1,980 (2023-01) · 2,050 (2022-01)

Contributions

$1.7M Dec 31, 2024 reported Form 5500

$1.4M (2023-12) · $1.5M (2022-12)

Benefits paid

$7.3M Dec 31, 2024 reported Form 5500

$7.1M (2023-12) · $7.0M (2022-12)

Net investment income

-$406,594 Dec 31, 2024 reported Form 5500

$580,945 (2023-12) · -$11.6M (2022-12)

Investment management fees

$446,408 Dec 31, 2024 reported Form 5500

$283,098 (2023-12) · $231,856 (2022-12)

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 Dec 31, 2024	1,891	Not disclosed	Not disclosed	n/a	$74.3M	$8.8M	Not disclosed	$6.7M
2023 to Dec 31, 2023	1,980	Not disclosed	Not disclosed	n/a	$74.8M	$8.4M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,050	Not disclosed	Not disclosed	n/a	$74.2M	Not disclosed	Not disclosed	Not disclosed

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

J.P. Morgan Investment Management codes 27 28 50 51 $349,422 PY2024
The Segal Company (western States) codes 11 17 $130,160 PY2024
Zenith American Solutions codes 13 15 38 $86,791 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.

Not yet on record: managers.

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

5 dated events on the change ledger, latest first

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

+2 more changes 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

+11 connections on the graph

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