DFX Intelligence

This allocator's name, 3 more advisers, 3 more managers, 30 more commitments and 7 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 Pennsylvania

Taft-Hartley plan· Scranton, Pennsylvania

Taft-Hartley plan, based in Scranton, Pennsylvania, reporting $1.6B in assets, for 45,587 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.6B
Funded ratio: 46.2%
Fund commitments: 11
Managers: 11

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Commitments (11)Allocation policy Managers

As of 2024-12-31 · 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: 31 Dec 2024, Manager relationship started.

Capital path

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

Taft-Hartley plan in Pennsylvania

Funds committed to

Diversified Internatinal Equity Fd3 commitments
Jpmcb Core Bond Fund3 commitments
Principal U.S. Property Sa-Z3 commitments

All 11

Managers

Prudential Insurance Company of Ame15 commitments
Principal6 commitments
Principal Global Investors LLC3 commitments

All 6

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

Taft-Hartley plan

Assets

$1.6B

Total assets, Dec 31, 2024 reported

Funded

46.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

11 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 36.8%
U.S. Government securities 13.3%
Other investments 0.1%
Partnership/joint venture interests 0.3%
Common/collective trusts 12.3%
Pooled separate accounts 35.6%

Consultants and advisers

6 firms

Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
PNC Bank Custodianthrough Dec 31, 2024 Form 5500
Segal Actuarythrough Dec 31, 2022 Form 5500

+3 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

6 managers on the commitment tape

From the plan’s own commitment disclosures

Prudential Insurance Company of Ame15 rows, latest Dec 31, 2024
Principal6 rows, latest Dec 31, 2024
Principal Global Investors LLC3 rows, latest Dec 31, 2024

+3 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)

Principal Global Investors LLCplan years 2024
JP Morgan Chaseplan years
JP Morgan Investment Management, inplan years 2024

+10 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

12 events

Dec 31, 2024Manager relationship started
with Principal Global Investors LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loomis Saylesaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
Dec 31, 2024Manager relationship started
with Principalaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Jpmorgan Special Situationsaskebsa.dol.gov

+7 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.

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

Commitments

33 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Diversified Internatinal Equity Fdcollective trust	Principal Global Investors LLC	Hedge / diversifiers	$51.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Jpmcb Core Bond Fundcollective trust	JP Morgan Chase	Fixed income	$126M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$23.3M held	Disclosed holding	askebsa.dol.gov

+30 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

30 readings

Total assets

$1.6B Dec 31, 2024 reported Form 5500

$1.6B (2023-12) · $646M (2022-12)

Plan assets

$686M Jan 1, 2024 reported Form 5500

$647M (2023-01) · $841M (2022-01)

Net assets

$1.6B Dec 31, 2024 reported Form 5500

$1.6B (2023-12) · $646M (2022-12)

Funded ratio

46.2% Jan 1, 2024 reported Form 5500

40.0% (2023-01) · 50.5% (2022-01)

Participants

45,587 Jan 1, 2024 reported Form 5500

46,863 (2023-01) · 48,254 (2022-01)

Contributions

$8.9M Dec 31, 2024 reported Form 5500

$9.5M (2023-12) · $9.7M (2022-12)

Benefits paid

$92.1M Dec 31, 2024 reported Form 5500

$91.1M (2023-12) · $90.4M (2022-12)

Net investment income

$25.3M Dec 31, 2024 reported Form 5500

$922M (2023-12) · -$194M (2022-12)

Investment management fees

$3.2M Dec 31, 2024 reported Form 5500

$378,196 (2023-12) · $252,160 (2022-12)

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 Dec 31, 2024	45,587	Not disclosed	Not disclosed	n/a	$1.6B	$4.5M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	46,863	Not disclosed	Not disclosed	n/a	$1.6B	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	48,254	Not disclosed	Not disclosed	n/a	$646M	Not disclosed	Not disclosed	Not disclosed

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

Empower Annuity Insurance Company codes 13 50 $2.5M PY2024
Loomis, Sayles & Company, LP codes 28 50 $588,919 PY2024
Baird Advisors codes 28 50 $515,825 PY2024

+78 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

12 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+9 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

+21 connections on the graph

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