This allocator's name, 8 more commitments and 1 more dated event
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Taft-Hartley plan in Tennessee
Taft-Hartley plan, based in Goodlettsville, Tennessee, reporting $321M in assets, for 1,915 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $321M
- Funded ratio
- 112.5%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 31 Aug 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 22.7%
- Common/collective trusts 22.7%
- Registered investment companies 33.3%
- Common stock 19.2%
- Segal Marco Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- Truist Bank Custodianthrough Aug 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Aug 31, 2023 Form 5500
- Chevy Chase Trust Company3 rows, latest Aug 31, 2025
- NEW Tower Trust Company3 rows, latest Aug 31, 2025
- Hamilton Laneplan years 2024
- Boston Trust Walden Companyplan years 2023
- Loomis Saylesplan years 2023
+3 more Schedule C managers
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- Aug 31, 2025Assets changed$33.7Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Brown Advisoryaskebsa.dol.gov
- Sep 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$37.3Maskebsa.dol.gov
- Aug 31, 2024Holding started
+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 Aug 31, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC Bank | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $12.0M 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 Aug 31, 2025 | 1,915 | Not disclosed | Not disclosed | n/a | $321M | $73.0M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,855 | Not disclosed | Not disclosed | n/a | $288M | $66.3M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,807 | Not disclosed | Not disclosed | n/a | $250M | $58.2M | Not disclosed | Not disclosed |
- LSV Asset Management codes 28 51 $203,523 PY2024
- Loomis Sayles codes 28 51 $180,578 PY2024
- Southern Benefit Administrators codes 13 50 $168,807 PY2024
+46 more service providers
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Provenance
Not yet on record: managers.
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 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 started2024-08-31source
- Funded status changed2024-09-01source
- Manager relationship ended2024-12-31source
+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
+10 connections on the graph
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