This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· Pleasanton, California

Taft-Hartley plan, based in Pleasanton, California, reporting $263M in assets, for 2,499 participants.

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

Assets
$263M
Funded ratio
129.4%
Open searchesAllocation policy
As of · 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 Jan 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$263M
Total assets, Dec 31, 2024 reported
Funded
129.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (preferred) 12.8%
  • U.S. Government securities 18.9%
  • Common stock 65.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
4 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$263M Dec 31, 2024 reported Form 5500
$245M (2023-12) · $214M (2022-12)
Plan assets
$244M Jan 1, 2024 reported Form 5500
$214M (2023-01) · $267M (2022-01)
Net assets
$263M Dec 31, 2024 reported Form 5500
$244M (2023-12) · $214M (2022-12)
Funded ratio
129.4% Jan 1, 2024 reported Form 5500
128.3% (2023-01) · 137.2% (2022-01)
Participants
2,499 Jan 1, 2024 reported Form 5500
2,149 (2023-01) · 2,273 (2022-01)
Contributions
$6.8M Dec 31, 2024 reported Form 5500
$6.1M (2023-12) · $6.1M (2022-12)
Benefits paid
$12.4M Dec 31, 2024 reported Form 5500
$11.1M (2023-12) · $10.7M (2022-12)
Net investment income
$19.0M Dec 31, 2024 reported Form 5500
$29.8M (2023-12) · -$53.2M (2022-12)
Investment management fees
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,499Not disclosedNot disclosedn/a$263MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20232,149Not disclosedNot disclosedn/a$245MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20222,273Not disclosedNot disclosedn/a$214MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+42 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 15, 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.

Not yet on record: fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source
  • Total assets changed
    2024-01-01source

+1 more change 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

+9 connections on the graph

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