DFX Intelligence

This allocator's name, 4 more commitments and 2 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 California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $136M in assets, for 1,883 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: $136M
Funded ratio: 88.6%
Fund commitments: 4
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)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, Changed investment consultant to Horizon Actuarial Services.

Capital path

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

Taft-Hartley plan in California

Funds committed to

Massmutual US Govt Mny Mkt R53 commitments
Westwood Global Invts Emerging Mrk2 commitments
Arrowstreet Global Equity Acwi Cit1 commitment

All 4

Managers

Westwood Global Investments2 commitments
Arrowstreet1 commitment
GQG Partners LLC1 commitment

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

Taft-Hartley plan

Assets

$136M

Total assets, Dec 31, 2024 reported

Funded

88.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.4%
Insurance company general account 4.2%
Other investments 8.2%
Partnership/joint venture interests 19.2%
Common/collective trusts 14.7%
Pooled separate accounts 0.2%
Registered investment companies 49.0%

Consultants and advisers

3 firms

Evoke Wealth, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
US Bank Trusteethrough Dec 31, 2022 Form 5500

People

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

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Westwood Global Investments2 rows, latest Dec 31, 2023
Arrowstreet1 row, latest Dec 31, 2024
GQG Partners LLC1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Arrowstreet Globalplan years
Arrowstreetplan years
GQG Partners LLCplan years

+2 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

7 events

Dec 31, 2024Holding started
with Arrowstreet Global Equity Acwi Cit$10.3Maskebsa.dol.gov
Dec 31, 2024Holding started
with GQG Partners Global Equity Fund Cit$9.7Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Westwood Global Invts Emerging Mrk$3.9Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Horizon Actuarial Servicesaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Hardman Johnston Global Advisorsaskebsa.dol.gov

+2 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

7 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Arrowstreet Global Equity Acwi Citcollective trust	Arrowstreet	Public equity	$10.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	GQG Partners Global Equity Fund Citcollective trust	GQG Partners LLC	Public equity	$9.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Massmutual US Govt Mny Mkt R5separate account	Massmutual	Pooled vehicles	$123,535 held	Disclosed holding	askebsa.dol.gov

+4 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

$136M Dec 31, 2024 reported Form 5500

$130M (2023-12) · $122M (2022-12)

Plan assets

$126M Jan 1, 2024 reported Form 5500

$119M (2023-01) · $139M (2022-01)

Net assets

$136M Dec 31, 2024 reported Form 5500

$130M (2023-12) · $122M (2022-12)

Funded ratio

88.6% Jan 1, 2024 reported Form 5500

87.4% (2023-01) · 89.9% (2022-01)

Participants

1,883 Jan 1, 2024 reported Form 5500

1,894 (2023-01) · 1,915 (2022-01)

Contributions

$5.0M Dec 31, 2024 reported Form 5500

$5.0M (2023-12) · $5.0M (2022-12)

Benefits paid

$12.7M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · $12.1M (2022-12)

Net investment income

$6.7M Dec 31, 2024 reported Form 5500

$7.7M (2023-12) · -$20.8M (2022-12)

Investment management fees

$225,000 Dec 31, 2024 reported Form 5500

$214,144 (2023-12) · $459,687 (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	1,883	Not disclosed	Not disclosed	n/a	$136M	$26.2M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,894	Not disclosed	Not disclosed	n/a	$130M	$33.2M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,915	Not disclosed	Not disclosed	n/a	$122M	$27.7M	Not disclosed	Not disclosed

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

Evoke Advisors codes 27 $225,000 PY2024
Horizon Actuarial Services, LLC codes 11 17 $182,135 PY2024
Empower Annuity Ins. Co. of America codes 64 $175,000 PY2024

+54 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 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source

+4 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.