This allocator's name, 6 more advisers, 3 more managers, 17 more commitments and 6 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.
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Taft-Hartley plan in Georgia
Taft-Hartley plan, based in Atlanta, Georgia, reporting $5.6B in assets, for 365,494 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.6B
- Funded ratio
- 90.8%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Aberdeen Emerging Markets Equity Fd3 commitments
- Jpmcb Strategic Property Fund3 commitments
- William Blair Emerging Markets Grow3 commitments
- William Blair Investment Management6 commitments
- Aberdeen3 commitments
- J.P. Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 0.8%
- U.S. Government securities 2.6%
- Partnership/joint venture interests 63.4%
- 103-12 investment entities 11.5%
- Common/collective trusts 4.5%
- Registered investment companies 1.8%
- Common stock 8.7%
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Center Square Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Albourne America LLC General consultantthrough Dec 31, 2022 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- William Blair Investment Management6 rows, latest Dec 31, 2024
- Aberdeen3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 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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- Boston Trust Walden Companyplan years
- Voriana Feeder Scspplan years 2024
- ISQ Global Infrastructure Fund IIIplan years 2024
+29 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Nisa Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Manager relationship startedwith Kepos Carbon Transition Fund Ltdaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Arcmont Asset Managementaskebsa.dol.gov
+6 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 | Boston Trust Walden Small Cap Citcollective trust | Boston Trust Walden Company | Public equity | $51.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Aberdeen Emerging Markets Equity Fd103 12 ie | Aberdeen | Public equity | $98.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $64.6M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 365,494 | Not disclosed | Not disclosed | n/a | $5.6B | $3.6B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 368,281 | Not disclosed | Not disclosed | n/a | $5.5B | $3.3B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 355,109 | Not disclosed | Not disclosed | n/a | $5.4B | $3.3B | Not disclosed | Not disclosed |
- Kepos Alpha Master Fund LP codes 28 51 $5.3M PY2024
- this allocator codes 13 $4.7M PY2024
- Walter Scott & Partners Limited codes 28 51 $1.7M PY2024
+131 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 30 traced paths of capital across the graphs.
DFX traced 30 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
- Manager relationship started2023-12-31source
- Manager relationship started2023-12-31source
+8 more changes 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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