This allocator's name, 4 more advisers, 2 more managers and 11 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 California
Taft-Hartley plan, based in Dublin, California, reporting $2.1B in assets, for 23,270 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.1B
- Funded ratio
- 42.7%
- Fund commitments
- 7
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Value Index2 commitments
- Longview Largecap 1000 Growth Index2 commitments
- Private Advisors Hedged Equity Fun2 commitments
- Amalgamated Bank4 commitments
- Legal and General4 commitments
- West Tower Group LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 39.7%
- Corporate debt instruments (preferred) 5.2%
- U.S. Government securities 11.8%
- Other investments 0.0%
- Partnership/joint venture interests 2.7%
- 103-12 investment entities 0.6%
- Common/collective trusts 11.0%
- Pooled separate accounts 1.2%
- Common stock 18.7%
- Real estate (other than employer real property) 3.6%
- Charles Besocke General consultantthrough Dec 31, 2023 Form 5500
- Abel Noser Solutions LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank4 rows, latest Dec 31, 2024
- Legal and General4 rows, latest Dec 31, 2024
- West Tower Group LLC2 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- West Tower Group LLCplan years 2023
- Victory Capital Management Inc.plan years
+8 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, 2024Manager relationship startedwith Silvercrest Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Mackay Shieldsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith West Tower Group LLCaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $68.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Private Advisors Hedged Equity Fun103 12 ie | West Tower Group LLC | Hedge / diversifiers | $13.5M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 23,270 | Not disclosed | Not disclosed | n/a | $2.1B | $57.6M | Not disclosed | $76.4M |
| 2023 to Dec 31, 2023 | 24,242 | Not disclosed | Not disclosed | n/a | $2.1B | $53.2M | Not disclosed | $76.4M |
- Foundry Partners LLC codes 28 50 51 $1.5M PY2024
- Health Services & Benefit Administr codes 12 13 15 50 $1.4M PY2024
- Mcmorgan & Company codes 28 51 $1.2M PY2024
+53 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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
- Manager relationship started2024-12-31source
- Manager relationship started2024-12-31source
- Manager relationship ended2024-12-31source
+1 more change 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
+20 connections on the graph
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