DFX Intelligence

This allocator's name, 2 more advisers, 2 more managers, 11 more commitments and 1 more dated event

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Taft-Hartley plan in Indiana

Taft-Hartley plan· Indianapolis, Indiana

Taft-Hartley plan, based in Indianapolis, Indiana, reporting $725M in assets, for 2,092 participants.

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

As of 2025-02-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $725M
Funded ratio: 50.8%
Fund commitments: 5
Managers: 2

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Commitments (5)Allocation policy Managers

As of 2025-02-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Feb 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Indiana

Funds committed to

Prudential Core Bond Fund3 commitments
Wtc-Ctf International Opportunities3 commitments
Brandywine Global Investment Manage3 commitments

All 5

Managers

Prudential Trust Co.3 commitments
Wellington3 commitments
Brandywine Global Investment Mgmt.3 commitments

All 5

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$725M

Total assets, Feb 1, 2025 reported

Funded

50.8%

Feb 2, 2024

Private markets target

no policy read

policy Feb 1, 2025

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Feb 1, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.3%
Corporate debt instruments (other) 0.9%
U.S. Government securities 1.3%
Other investments 0.0%
Partnership/joint venture interests 11.9%
103-12 investment entities 32.6%
Common/collective trusts 28.7%
Registered investment companies 3.1%
Common stock 20.0%
Preferred stock 0.0%

Consultants and advisers

5 firms

Mercer Health & Benefits Adm. LLC General consultantthrough Feb 1, 2023 Form 5500
Segal Marco Advisors Investment adviser (plan)through Feb 1, 2023 Form 5500
U.S. Bank, N.A. Custodianthrough Feb 1, 2023 Form 5500

+2 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

5 managers on the commitment tape

From the plan’s own commitment disclosures

Prudential Trust Co.3 rows, latest Feb 1, 2025
Wellington3 rows, latest Feb 1, 2025
Brandywine Global Investment Mgmt.3 rows, latest Feb 1, 2025

+2 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.

From Schedule C (investment management, code 28)

+7 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.

What changed

6 events

Feb 1, 2025Holding endedinference
with Wtc-Ctf Opportunistic Invest Alloca$60.4Maskebsa.dol.gov
Feb 1, 2025Assets changed
$115Maskebsa.dol.gov
Feb 2, 2024Assets changed
$67.9Maskebsa.dol.gov
Feb 1, 2024Assets changed
$70.1Maskebsa.dol.gov
Feb 2, 2023Funded status changed
down 7 pointsaskebsa.dol.gov

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Feb 1, 2025	Prudential Core Bond Fundcollective trust	Prudential Trust Co.	Fixed income	$106M held	Disclosed holding	askebsa.dol.gov
as of Feb 1, 2025	Wtc-Ctf International Opportunitiescollective trust	Wellington	Pooled vehicles	$102M held	Disclosed holding	askebsa.dol.gov
as of Feb 1, 2025	Brandywine Global Investment Manage103 12 ie	Brandywine Global Investment Mgmt.	Pooled vehicles	$55.8M held	Disclosed holding	askebsa.dol.gov

+11 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.

Size and funding

30 readings

Total assets

$725M Feb 1, 2025 reported Form 5500

$610M (2024-02) · $540M (2023-02)

Plan assets

$605M Feb 2, 2024 reported Form 5500

$537M (2023-02) · $605M (2022-02)

Net assets

$715M Feb 1, 2025 reported Form 5500

$603M (2024-02) · $536M (2023-02)

Funded ratio

50.8% Feb 2, 2024 reported Form 5500

49.2% (2023-02) · 56.0% (2022-02)

Participants

2,092 Feb 2, 2024 reported Form 5500

1,976 (2023-02) · 1,943 (2022-02)

Contributions

$101M Feb 1, 2025 reported Form 5500

$95.9M (2024-02) · $20.6M (2023-02)

Benefits paid

$57.7M Feb 1, 2025 reported Form 5500

$54.2M (2024-02) · $41.5M (2023-02)

Net investment income

$112M Feb 1, 2025 reported Form 5500

$67.5M (2024-02) · -$59.7M (2023-02)

Investment management fees

$2.2M Feb 1, 2025 reported Form 5500

$2.2M (2024-02) · $2.0M (2023-02)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Feb 1, 2025	2,092	Not disclosed	Not disclosed	n/a	$725M	$86.3M	Not disclosed	Not disclosed
2023 to Feb 1, 2024	1,976	Not disclosed	Not disclosed	n/a	$610M	$85.1M	Not disclosed	Not disclosed
2022 to Feb 1, 2023	1,943	Not disclosed	Not disclosed	n/a	$540M	$85.4M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

The Segal Co. (eastern States) Inc. codes 11 50 $1.2M PY2024
Wellington Management Company, LLP codes 28 51 52 $838,709 PY2024
Roberts & Holland codes 29 50 $679,985 PY2024

+63 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 10 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 10 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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Record history

6 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2025-02-01source
Funded status changed
2023-02-02source
Total assets changed
2023-02-02source

+3 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

+16 connections on the graph

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