This allocator's name, 2 more advisers, 8 more commitments and 3 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 California
Taft-Hartley plan, based in LOS Angeles, California, reporting $172M in assets, for 1,921 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $172M
- Funded ratio
- 113.3%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Oct 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Comgest Global Ex US Equity Trust3 commitments
- Northern Trust Investments, Inc.4 commitments
- J.P. Morgan Chase3 commitments
- Amalgamated Bank of New York1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 19.5%
- Corporate debt instruments (preferred) 22.0%
- U.S. Government securities 2.1%
- Other investments 0.0%
- Other loans 0.3%
- Common/collective trusts 37.5%
- Registered investment companies 5.4%
- Common stock 11.0%
- Preferred stock 0.2%
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Amalgamated Bank Custodianthrough Oct 31, 2025 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2023 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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- Northern Trust Investments, Inc.4 rows, latest Oct 31, 2025
- J.P. Morgan Chase3 rows, latest Oct 31, 2025
- Amalgamated Bank of New York1 row, latest Oct 31, 2023
- Income Research & Mgmt. Inc.plan years 2024
- Virtus Partners Incplan years 2023
- Northern Trust Co.plan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Oct 31, 2025Holding started
- Oct 31, 2025Assets changed$16.2Maskebsa.dol.gov
- Nov 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
- Nov 1, 2024Assets changed$26.9Maskebsa.dol.gov
- Oct 31, 2024Holding endedinference
+3 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 Oct 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $7.9M held | Disclosed holding | askebsa.dol.gov |
+8 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 Oct 31, 2025 | 1,921 | Not disclosed | Not disclosed | n/a | $172M | $0 | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 2,200 | Not disclosed | Not disclosed | n/a | $156M | $0 | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 2,288 | Not disclosed | Not disclosed | n/a | $129M | Not disclosed | Not disclosed | Not disclosed |
- Benefit Plans, Inc codes 13 50 $199,663 PY2024
- Income Research + Management codes 28 50 $146,509 PY2024
- Spivak Lipton, LLP codes 29 50 $128,468 PY2024
+50 more service providers
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Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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 started2025-10-31source
- Holding in a pooled vehicle ended2024-10-31source
- Funded status changed2023-11-01source
+5 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
+10 connections on the graph
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