This allocator's name, 1 more manager, 6 more commitments and 2 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 California
Taft-Hartley plan, based in SAN Francisco, California, reporting $107M in assets, for 448 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $107M
- Funded ratio
- 87.2%
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Msci Acwi Ex-Us Imi Nl Fd3 commitments
- Russell 3000 Index Non-Lendable Fun3 commitments
- Western Asset US Core Bond, LLC2 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Blackrock3 commitments
- Western Asset Mgmt Company, LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Other investments 0.0%
- Common/collective trusts 69.2%
- Registered investment companies 17.3%
- Real estate (other than employer real property) 13.5%
- Alan Biller and Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Jun 30, 2023 Form 5500
- Blackrock Institutional Trust Company, N.A.3 rows, latest Jun 30, 2025
- Blackrock3 rows, latest Jun 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Jun 30, 2024
+1 more manager 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.
- Blackrock Institutional Trust Company, N.A.plan years
- Western Asset Mgmt Company, LLCplan years
- Blackrock Insti. Trust Company, N.Aplan years
+3 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.
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Assets changed$12.0Maskebsa.dol.gov
- Jul 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$10.5Maskebsa.dol.gov
+2 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 Jun 30, 2025 | Blackrock Msci Acwi Ex-Us Imi Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $46.3M held | Disclosed holding | askebsa.dol.gov |
+6 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 Jun 30, 2025 | 448 | Not disclosed | Not disclosed | n/a | $107M | Not disclosed | Not disclosed | $14.4M |
| 2023 to Jun 30, 2024 | 435 | Not disclosed | Not disclosed | n/a | $94.7M | Not disclosed | Not disclosed | $14.5M |
| 2022 to Jun 30, 2023 | 435 | Not disclosed | Not disclosed | n/a | $84.1M | Not disclosed | Not disclosed | $16.4M |
- Bush Gottlieb, a Law Corporation codes 29 $130,902 PY2024
- Seyfarth Shaw LLP codes 29 $76,130 PY2024
- Alan D. Biller & Associates codes 27 $65,320 PY2024
+45 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 4 traced paths of capital across the graphs.
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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Funded status changed2023-07-01source
+4 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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.