This allocator's name, 1 more adviser, 4 more managers, 16 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Oregon
Taft-Hartley plan, based in Tualatin, Oregon, reporting $206M in assets, for 6,106 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $206M
- Funded ratio
- 73.4%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Rael & Letson.
Capital path
who backs this record, through what, into what; each name opens its own path- GQG Partners International Equity3 commitments
- Harbourvest Partners X LP3 commitments
- Jpmcb Strategic Property Fund3 commitments
- GQG Partners LLC3 commitments
- J.P. Morgan Chase3 commitments
- State Street Global Advisors Trust3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 0.0%
- Partnership/joint venture interests 9.3%
- 103-12 investment entities 10.3%
- Common/collective trusts 13.6%
- Registered investment companies 65.6%
- Meketa Investment Group Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500
- Rael & Letson Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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.
- GQG Partners LLC3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
+4 more managers 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.
- Abrdn Inc.plan years
- Harbourvest Partners LPplan years
- GQG Partners LLCplan years
+4 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.
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Rael & Letsonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Ullico Investment Advisorsaskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 2 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | GQG Partners International Equitycollective trust | GQG Partners LLC | Public equity | $9.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Bond Fund LLC103 12 ie | Abrdn Inc. | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Partners X LP103 12 ie | Harbourvest Partners LP | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+16 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,106 | Not disclosed | Not disclosed | n/a | $206M | $19.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,980 | Not disclosed | Not disclosed | n/a | $198M | $16.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,037 | Not disclosed | Not disclosed | n/a | $194M | $18.2M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 15 36 38 $381,840 PY2024
- Jpmorgan Chase Bank, National Assoc codes 24 28 51 $175,084 PY2024
- Meketa Investment Group, Inc codes 17 27 50 $150,000 PY2024
+52 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
This record sits on 13 traced paths of capital across the graphs.
DFX traced 13 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
+3 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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.