This allocator's name, 6 more advisers, 9 more managers, 45 more commitments and 1 more dated event
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 Pasadena, California, reporting $3.8B in assets, for 38,296 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $3.8B
- Funded ratio
- 88.9%
- Fund commitments
- 17
- Managers
- 7
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Crescent Capital Trust II3 commitments
- Wacap-O Trans Infra Cap Ptrs Feeder3 commitments
- Wtc-Ctf Opportunistic Fixed Income3 commitments
- Alcentra Ltd11 commitments
- Washington Capital Management, Inc.6 commitments
- Crescent Capital3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 10.2%
- 103-12 investment entities 16.8%
- Common/collective trusts 32.2%
- Registered investment companies 6.9%
- Real estate (other than employer real property) 31.7%
- The Segal Co (western States), Inc. Pension consultantthrough Jun 30, 2023 Form 5500
- Nepc, LLC Pension consultantthrough Jun 30, 2023 Form 5500
- Life Status 360 LLC General consultantthrough Jun 30, 2023 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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- Alcentra Ltd11 rows, latest Jun 30, 2025
- Washington Capital Management, Inc.6 rows, latest Jun 30, 2025
- Crescent Capital3 rows, latest Jun 30, 2025
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mcmorgan & Company, LLCplan years
- Wellington Trust Company, Naplan years
- Crescent Capitalplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Pembertonaskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Consultant changedinferencewith Life Status 360 LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Pembertonaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $34.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wacap-O Trans Infra Cap Ptrs Feeder103 12 ie | Washington Capital Management, Inc. | Infrastructure | $38.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Wtc-Ctf Opportunistic Fixed Incomecollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $148M held | Disclosed holding | askebsa.dol.gov |
+45 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 Jun 30, 2025 | 38,296 | Not disclosed | Not disclosed | n/a | $3.8B | $383M | Not disclosed | $1.2B |
| 2023 to Jun 30, 2024 | 38,149 | Not disclosed | Not disclosed | n/a | $3.5B | $295M | Not disclosed | $1.2B |
| 2022 to Jun 30, 2023 | 38,133 | Not disclosed | Not disclosed | n/a | $3.3B | $97.4M | Not disclosed | $1.2B |
- this allocator codes 14 $7.4M PY2024
- Washington Capital Management, Inc codes 51 $6.5M PY2024
- BNY Mellon Investment Adviser, Inc. codes 51 $1.9M PY2024
+107 more service providers
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Provenance
This record sits on 22 traced paths of capital across the graphs.
DFX traced 22 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 ended2025-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Funded status changed2023-07-01source
+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
+23 connections on the graph
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