DFX Intelligence

This allocator's name, 1 more adviser, 2 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.

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Taft-Hartley plan in California

Taft-Hartley plan· Dublin, California

Taft-Hartley plan, based in Dublin, California, reporting $226M in assets, for 1,531 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $226M
Funded ratio: 118.5%
Fund commitments: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy

As of 2025-10-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in California

Funds committed to

Multi-Employer Property Trust3 commitments
Panagora Group Trust Risk Parity2 commitments

Managers

NEW Tower Trust Company3 commitments
Panagora Investment Manager2 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$226M

Total assets, Oct 31, 2025 reported

Funded

118.5%

Nov 1, 2024

Private markets target

no policy read

policy Oct 31, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Oct 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.3%
Non-interest-bearing cash 0.7%
Corporate debt instruments (other) 3.0%
U.S. Government securities 4.8%
Partnership/joint venture interests 8.4%
Common/collective trusts 6.5%
Registered investment companies 75.3%

Consultants and advisers

4 firms

Alan Biller and Associates Investment adviser (plan)through Oct 31, 2023 Form 5500
The Segal Co (western States), Inc. Actuarythrough Oct 31, 2023 Form 5500
Amalgamated Bank of New York Custodianthrough Oct 31, 2023 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

NEW Tower Trust Company3 rows, latest Oct 31, 2025
Panagora Investment Manager2 rows, latest Oct 31, 2024

From Schedule C (investment management, code 28)

Mcmorgan & Company, LLCplan years 2023
Panagora Asset Management, Inc.plan years 2023

What changed

6 events

Oct 31, 2025Holding endedinference
with Panagora Investment Manager$8.5Maskebsa.dol.gov
Oct 31, 2025Assets changed
$22.0Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Panagora Asset Management, Inc.askebsa.dol.gov
Nov 1, 2024Funded status changed
4 pointsaskebsa.dol.gov
Nov 1, 2024Assets changed
$32.1Maskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

5 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Oct 31, 2025	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$14.6M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Panagora Group Trust Risk Parity103 12 ie	Panagora Investment Manager	Hedge / diversifiers	$8.5M held	Disclosed holding	askebsa.dol.gov
as of Oct 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$15.2M held	Disclosed holding	askebsa.dol.gov

+2 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

30 readings

Total assets

$226M Oct 31, 2025 reported Form 5500

$204M (2024-10) · $176M (2023-10)

Plan assets

$202M Nov 1, 2024 reported Form 5500

$170M (2023-11) · $171M (2022-11)

Net assets

$225M Oct 31, 2025 reported Form 5500

$204M (2024-10) · $175M (2023-10)

Funded ratio

118.5% Nov 1, 2024 reported Form 5500

114.6% (2023-11) · 115.3% (2022-11)

Participants

1,531 Nov 1, 2024 reported Form 5500

1,663 (2023-11) · 1,733 (2022-11)

Contributions

$4.5M Oct 31, 2025 reported Form 5500

$4.5M (2024-10) · $8.3M (2023-10)

Benefits paid

$12.8M Oct 31, 2025 reported Form 5500

$12.5M (2024-10) · $12.2M (2023-10)

Net investment income

$21.6M Oct 31, 2025 reported Form 5500

$28.0M (2024-10) · $2.7M (2023-10)

Investment management fees

$139,948 Oct 31, 2025 reported Form 5500

$159,413 (2024-10) · $130,751 (2023-10)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Oct 31, 2025	1,531	Not disclosed	Not disclosed	n/a	$226M	$19.1M	Not disclosed	Not disclosed
2023 to Oct 31, 2024	1,663	Not disclosed	Not disclosed	n/a	$204M	$8.2M	Not disclosed	Not disclosed
2022 to Oct 31, 2023	1,733	Not disclosed	Not disclosed	n/a	$176M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Health Services & Benefit Administr codes 14 50 $178,318 PY2024
Alan Biller and Associates codes 27 50 $93,333 PY2024
The Segal Company codes 11 17 50 $80,228 PY2024

+31 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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.

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Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-10-31source
Funded status changed
2024-11-01source
Manager relationship ended
2024-12-31source

+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

+7 connections on the graph

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