This allocator's name, 9 more advisers, 5 more managers, 26 more commitments and 9 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $929M in assets, for 4,769 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $929M
- Funded ratio
- 142.0%
- Fund commitments
- 8
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to IFM Global Infrastructure (US) LP.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust4 commitments
- this allocator4 commitments
- Loomis Sayles Core Fixed Income Tru4 commitments
- NEW Tower Trust Company4 commitments
- ABS Allegiance Real Estate4 commitments
- Loomis Sayles Trust Company4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 10.5%
- Corporate debt instruments (preferred) 1.7%
- Other investments 0.0%
- Partnership/joint venture interests 9.0%
- Common/collective trusts 52.6%
- Registered investment companies 15.6%
- Common stock 10.1%
- IFM Global Infrastructure (US) LP Investment adviser (plan)through Dec 31, 2025 Form 5500
- Pgim Inc Investment adviser (plan)through Dec 31, 2025 Form 5500
- Newtower Trust Company Investment adviser (plan)through Dec 31, 2025 Form 5500
+9 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.
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
- ABS Allegiance Real Estate4 rows, latest Dec 31, 2025
- Loomis Sayles Trust Company4 rows, latest Dec 31, 2025
+5 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.
- Comerica Bankplan years 2025
- this allocatorplan years 2025
- Manning & Napier Advisors, LLCplan years 2025
- Dec 31, 2025Holding started
- Dec 31, 2025Manager relationship endedinferencewith Comerica Bankaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith IFM Global Infrastructure (US) LPaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Newtower Trust Companyaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith International Real Estate Corporatiaskebsa.dol.gov
+9 more dated events
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, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $42.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | this allocatorcollective trust | ABS Allegiance Real Estate | Public equity | $268M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Loomis Sayles Core Fixed Income Trucollective trust | Loomis Sayles Trust Company | Fixed income | $35.2M held | Disclosed holding | askebsa.dol.gov |
+26 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 4,769 | Not disclosed | Not disclosed | n/a | $929M | $83.6M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 4,966 | Not disclosed | Not disclosed | n/a | $823M | $77.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,886 | Not disclosed | Not disclosed | n/a | $735M | $77.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,778 | Not disclosed | Not disclosed | n/a | $652M | $57.2M | Not disclosed | Not disclosed |
- Central Data Services codes 13 50 $636,381 PY2025
- IFM Global Infrastructure (US) LP codes 27 50 51 $546,093 PY2025
- QMA LLC - Pnc codes 27 50 51 $444,879 PY2025
+92 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 15 traced paths of capital across the graphs.
DFX traced 15 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 started2025-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+11 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
+20 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.