This allocator's name, 11 more managers and 22 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 Missouri
Taft-Hartley plan, based in Kansas City, Missouri, reporting $1.1B in assets, for 14,615 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.1B
- Funded ratio
- 108.9%
- Fund commitments
- 14
- Managers
- 13
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- MFS Emerging Markets Debt Fund2 commitments
- Mackay Shields Collective Investmen2 commitments
- Afl-Cio Housing Investment Trust2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 7.0%
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 0.1%
- U.S. Government securities 0.5%
- Partnership/joint venture interests 15.6%
- 103-12 investment entities 13.1%
- Common/collective trusts 33.6%
- Pooled separate accounts 6.3%
- Registered investment companies 6.1%
- Common stock 15.5%
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- Mfs2 rows, latest Dec 31, 2024
- Mackay Shields2 rows, latest Dec 31, 2024
- Afl-Cio Housing Inv2 rows, latest Dec 31, 2024
+11 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mesirow Institutional Inv Mgmtplan years
- GQG Partners LLCplan years
- Mackay Shieldsplan years
+30 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Assets changed$146Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | MFS Emerging Markets Debt Fundcollective trust | Mfs | Private credit | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $62.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Housing Investment Trustcollective trust | Afl-Cio Housing Inv | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov |
+22 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 Dec 31, 2024 | 14,615 | Not disclosed | Not disclosed | n/a | $1.1B | $164M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 14,285 | Not disclosed | Not disclosed | n/a | $905M | $146M | Not disclosed | Not disclosed |
- Wilson Mcshane Corp codes 13 15 49 50 $574,404 PY2024
- Aristotle codes 28 50 $402,332 PY2024
- Lsv codes 28 50 $320,602 PY2024
+96 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 10 traced paths of capital across the graphs.
DFX traced 10 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle 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
+42 connections on the graph
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