This allocator's name, 2 more advisers, 3 more managers and 16 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 Alameda, California, reporting $5.4B in assets, for 44,864 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.4B
- Funded ratio
- 84.2%
- Fund commitments
- 7
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Goldentree Multi-Sector Fund Offsho3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Washington Capital Management, Inc.5 commitments
- Amalgamated Bank3 commitments
- Goldentree Asset Management3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 9.0%
- Corporate debt instruments (preferred) 0.6%
- U.S. Government securities 3.0%
- Other investments 10.0%
- Partnership/joint venture interests 23.3%
- 103-12 investment entities 4.3%
- Common/collective trusts 5.7%
- Registered investment companies 6.4%
- Common stock 35.3%
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2024 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Washington Capital Management, Inc.5 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Goldentree Asset Management3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Goldentree Asset Managementplan years
- Washington Capital Management, Inc.plan years 2022
- Amalgamated Bankplan years 2022
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Holding endedinference
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Jan 1, 2023Assets changeddown $685Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $220,393 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wacap - O Direct Lending Fund Unlev103 12 ie | Washington Capital Management, Inc. | Private credit | $33.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Goldentree Multi-Sector Fund Offshocollective trust | Goldentree Asset Management | Pooled vehicles | $166M held | Disclosed holding | askebsa.dol.gov |
+16 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 | 44,864 | Not disclosed | Not disclosed | n/a | $5.4B | $1.3B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 44,447 | Not disclosed | Not disclosed | n/a | $5.1B | $1.1B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 43,707 | Not disclosed | Not disclosed | n/a | $4.8B | $898M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 50 $4.5M PY2024
- Washington Capital Management Inc. codes 28 51 $2.2M PY2024
- Multi-Plan Services Agency, Inc codes 10 13 15 50 $1.9M PY2024
+74 more service providers
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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 started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2024-01-01source
+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
+17 connections on the graph
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