This allocator's name, 26 more advisers, 13 more managers, 48 more commitments and 31 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in California
Taft-Hartley plan, based in Burbank, California, reporting $5.3B in assets, for 69,196 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.3B
- Funded ratio
- 80.1%
- Fund commitments
- 21
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to The Segal Co (western States), Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Artisan Multiple Investment Trust3 commitments
- Prisa II Sa3 commitments
- Northern Trust Investments, Inc.10 commitments
- Prudential Insurance Company of Ame6 commitments
- Artisan Partners3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 2.3%
- U.S. Government securities 2.6%
- Other investments 12.6%
- Partnership/joint venture interests 22.8%
- 103-12 investment entities 10.6%
- Common/collective trusts 41.2%
- Pooled separate accounts 2.9%
- Registered investment companies 1.1%
- Real estate (other than employer real property) 1.2%
- Avanade Inc. General consultantthrough Dec 31, 2024 Form 5500
- NTH Generation Computing, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Radixbay, LLC. General consultantthrough Dec 31, 2024 Form 5500
+26 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.
- Northern Trust Investments, Inc.10 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Artisan Partners3 rows, latest Dec 31, 2024
+13 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.
- Earnest Partnersplan years
- Northern Trust Investments, Incorporatedplan years
- Artisan Partnersplan years
+16 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.
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith The Segal Co (western States), Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith National Investment Svcs of Ameraskebsa.dol.gov
+31 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $36.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Cft Blended Opportunisticollective trust | Wellington Trust Company, Na | Pooled vehicles | $39.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $219M held | Disclosed holding | askebsa.dol.gov |
+48 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 69,196 | Not disclosed | Not disclosed | n/a | $5.3B | $1.2B | Not disclosed | $63.3M |
| 2023 to Dec 31, 2023 | 69,149 | Not disclosed | Not disclosed | n/a | $4.9B | $962M | Not disclosed | $64.3M |
| 2022 to Dec 31, 2022 | 67,334 | Not disclosed | Not disclosed | n/a | $4.4B | $642M | Not disclosed | $84.2M |
- Bridgewater codes 28 51 52 $3.9M PY2024
- JP Morgan Asset Management Inc codes 27 28 50 51 52 $2.8M PY2024
- Hamilton Lane codes 28 51 52 $1.6M PY2024
+297 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
This record sits on 131 traced paths of capital across the graphs.
DFX traced 131 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+33 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
+50 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.