This allocator's name, 3 more advisers and 1 more commitment

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Taft-Hartley plan in California

Taft-Hartley plan· SAN Francisco, California

Taft-Hartley plan, based in SAN Francisco, California, reporting $169M in assets, for 1,819 participants.

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

Assets
$169M
Funded ratio
104.2%
Fund commitments
2
Managers
6
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Commitments (2)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in California
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$169M
Total assets, Dec 31, 2024 reported
Funded
104.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
6 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Corporate debt instruments (other) 3.9%
  • U.S. Government securities 11.2%
  • Other investments 16.8%
  • Partnership/joint venture interests 7.8%
  • Common/collective trusts 23.6%
  • Registered investment companies 14.8%
  • Common stock 20.3%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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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
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Blackrock Msci US Equity Index Noncollective trustBlackrock Institutional Trust Company, N.A.Public equity$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Global Emerging Mkts Discovercollective trustJP Morgan Chase BankPooled vehicles$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci US Equity Index Noncollective trustBlackrock Institutional Trust Company, N.A.Public equity$18.4M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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.

Size and funding
20 readings
Total assets
$169M Dec 31, 2024 reported Form 5500
$163M (2023-12)
Plan assets
$159M Jan 1, 2024 reported Form 5500
$150M (2023-01)
Net assets
$164M Dec 31, 2024 reported Form 5500
$159M (2023-12)
Funded ratio
104.2% Jan 1, 2024 reported Form 5500
102.9% (2023-01)
Participants
1,819 Jan 1, 2024 reported Form 5500
1,852 (2023-01)
Contributions
$563,000 Dec 31, 2024 reported Form 5500
$517,000 (2023-12)
Benefits paid
$12.9M Dec 31, 2024 reported Form 5500
$12.6M (2023-12)
Net investment income
$5.0M Dec 31, 2024 reported Form 5500
$8.8M (2023-12)
Investment management fees
$391,813 Dec 31, 2024 reported Form 5500
$360,033 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,819Not disclosedNot disclosedn/a$169M$13.1MNot disclosedNot disclosed
2023 to Dec 31, 20231,852Not disclosedNot disclosedn/a$163M$13.7MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+24 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.
Capital chain

This record sits on 6 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 6 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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›Connections

every published relationship on the graph

+13 connections on the graph

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