This allocator's name, 3 more advisers, 8 more managers, 29 more commitments and 20 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 $297M in assets, for 2,871 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $297M
- Funded ratio
- 94.5%
- Fund commitments
- 17
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Acrisure.
Capital path
who backs this record, through what, into what; each name opens its own path- Hrbrvst Viii-Mezz & Distressed Debt3 commitments
- Harbourvest Part Viii Cayman Buyout3 commitments
- Erect Funds3 commitments
- Harbourvest Partners LP9 commitments
- State Street Global Advisors Trust4 commitments
- Ameriserve3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Other investments 2.1%
- Partnership/joint venture interests 22.9%
- 103-12 investment entities 0.1%
- Common/collective trusts 55.4%
- Registered investment companies 17.4%
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2023 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Association Custodianthrough Dec 31, 2024 Form 5500
+3 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.
- Harbourvest Partners LP9 rows, latest Dec 31, 2024
- State Street Global Advisors Trust4 rows, latest Dec 31, 2024
- Ameriserve3 rows, latest Dec 31, 2024
+8 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.
- State Street Bank & Trust Companyplan years
- Loomis Saylesplan years
- Wellington Trust Company, Naplan years
+23 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, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith John Hancock Mutual Life INS.CO.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Rhumbline Advisers Corpaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Acrisureaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Global Renewable Power Infra Ivb LPaskebsa.dol.gov
+20 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, 2024 | Hrbrvst Viii-Mezz & Distressed Debt103 12 ie | Harbourvest Partners LP | Private credit | $8,152 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Part Viii Cayman Buyout103 12 ie | Harbourvest Partners LP | Private equity | $27,299 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $81.4M held | Disclosed holding | askebsa.dol.gov |
+29 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 | 2,871 | Not disclosed | Not disclosed | n/a | $297M | $68.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,920 | Not disclosed | Not disclosed | n/a | $281M | $68.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,013 | Not disclosed | Not disclosed | n/a | $264M | $67.6M | Not disclosed | Not disclosed |
- Jessica Schneider codes 30 $149,031 PY2024
- Loomis Sayles Trust Company codes 28 51 52 $120,033 PY2024
- Andrea Kruszewski codes 30 $107,736 PY2024
+139 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 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.
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 ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+22 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
+33 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.