DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Producer-Writers Guild of America Pension Plan

Taft-Hartley planBurbank, CA
Assets
$4.7B
Total assets, Dec 31, 2024 reported
Funded
89.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
36
1 managers on Schedule C
Plan sponsor: Board of Directors Producer-Writers Guild of America Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 0.4%
  • Corporate debt instruments (other) 5.6%
  • Corporate debt instruments (preferred) 0.1%
  • U.S. Government securities 12.8%
  • Other investments 3.0%
  • Partnership/joint venture interests 38.1%
  • Common/collective trusts 27.2%
  • Registered investment companies 5.9%
  • Common stock 5.1%
Consultants and advisers
39 firms
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
From Schedule C (investment management, code 28)
Commitments
36 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$144M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$152M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$77.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$56.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024QSI Indexcollective trustState Street Bank and TrustPooled vehicles$362M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$179M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$174M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$40.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$37.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$147M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$122M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$68.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$58.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023QSI Indexcollective trustState Street Bank and TrustPooled vehicles$370M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$176M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$160M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$41.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$49.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Collective Russell 2000 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$138M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$96.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Collective Eafe IndePooled vehicles$58.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$68.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022QSI Indexcollective trustState Street Bank and TrustPooled vehicles$393M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$45.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Treasury Inflation-Prcollective trustNorthern Trust Collective Eafe IndeFixed income$169M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$144M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NCS Group Trust - Global Fundcollective trustWalter Scott NcsPooled vehicles$34.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.7B Dec 31, 2024 reported Form 5500
$4.5B (2023-12) · $4.3B (2022-12)
Plan assets
$4.3B Jan 1, 2024 reported Form 5500
$4.1B (2023-01) · $4.5B (2022-01)
Net assets
$4.4B Dec 31, 2024 reported Form 5500
$4.3B (2023-12) · $4.1B (2022-12)
Funded ratio
89.6% Jan 1, 2024 reported Form 5500
89.1% (2023-01) · 88.2% (2022-01)
Participants
20,053 Jan 1, 2024 reported Form 5500
20,801 (2023-01) · 20,211 (2022-01)
Contributions
$179M Dec 31, 2024 reported Form 5500
$139M (2023-12) · $203M (2022-12)
Benefits paid
$218M Dec 31, 2024 reported Form 5500
$206M (2023-12) · $200M (2022-12)
Net investment income
$151M Dec 31, 2024 reported Form 5500
$203M (2023-12) · $-409M (2022-12)
Investment management fees
$9.0M Dec 31, 2024 reported Form 5500
$8.3M (2023-12) · $7.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202420,053n/an/an/a$4.7B$1.8Bn/an/a
2023 to Dec 31, 202320,801n/an/an/a$4.5B$1.7Bn/an/a
2022 to Dec 31, 202220,211n/an/an/a$4.3B$1.7Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • JP Morgan codes 27 28 51 52 $1.1M PY2024
  • Meketa Investment Group, Inc. codes 27 28 50 $1.0M PY2024
  • Driehaus codes 28 51 52 $855,850 PY2024
  • Nigro Karlin Segal & Feldstein codes 10 50 $750,000 PY2024
  • Metropolitan West Asset Management codes 28 51 $727,999 PY2024
  • Robeco Boston Partners codes 28 51 $683,512 PY2024
  • Mcmorgan and Company codes 28 51 $571,285 PY2024
  • ONE River Dynamic Convexity Sp codes 28 51 $403,744 PY2024
  • Employee 1008 codes 30 50 $353,560 PY2024
  • Systematic Financial Group codes 28 51 $327,458 PY2024
  • Withumsmith+brown PC codes 10 50 $319,711 PY2024
  • Walter Scott codes 28 51 $312,157 PY2024
  • Rice Hall James & Associates codes 28 51 $290,123 PY2024
  • Kraw Law Group codes 29 50 $270,475 PY2024
  • Switch Ltd codes 49 50 $265,726 PY2024
  • NTT America Inc. codes 16 50 $250,633 PY2024
  • The Northern Trust Company codes 19 28 50 $232,500 PY2024
  • Proskauer Rose LLP codes 29 50 $210,297 PY2024
  • Brown & Brown of Ma, LLC codes 23 50 $207,612 PY2024
  • Employee 1013 codes 30 50 $201,226 PY2024
  • Twotail Alpha Offshore Fund Ltd codes 28 51 $198,660 PY2024
  • Vitech Systems Group, Inc codes 12 50 $177,697 PY2024
  • Acadian Asset Management codes 28 51 $169,242 PY2024
  • Milliman, Inc. codes 11 50 $167,255 PY2024
  • Employee 1010 codes 30 50 $162,716 PY2024
  • Employee 4359 codes 30 50 $157,682 PY2024
  • Logicalis Inc codes 16 50 $143,657 PY2024
  • NTT America Solutions, Inc codes 49 50 $130,391 PY2024
  • State Street Global Advisors Qsi in codes 28 51 $118,995 PY2024
  • Sidepath, Inc. codes 49 50 $116,142 PY2024
  • Employee 7415 codes 30 50 $111,713 PY2024
  • Employee 1017 codes 30 50 $109,954 PY2024
  • Employee 1495 codes 30 50 $108,372 PY2024
  • Chubb codes 23 50 $93,747 PY2024
  • Employee 4935 codes 30 50 $91,063 PY2024
  • The House of Printing, Inc codes 36 50 $88,431 PY2024
  • Gartner Inc codes 16 50 $87,975 PY2024
  • Teknita LLC codes 16 50 $86,306 PY2024
  • Employee 4305 codes 30 50 $85,667 PY2024
  • Employee 393 codes 30 50 $84,368 PY2024
  • Employee 3830 codes 30 50 $84,193 PY2024
  • Employee 3428 codes 30 50 $84,153 PY2024
  • Employee 6743 codes 30 50 $83,803 PY2024
  • Employee 5147 codes 30 50 $83,794 PY2024
  • Employee 4344 codes 30 50 $82,715 PY2024
  • Payden & Rygel codes 28 51 $82,386 PY2024
  • Employee 2669 codes 30 50 $80,894 PY2024
  • Employee 4348 codes 30 50 $80,241 PY2024
  • Prophix Software Inc codes 49 50 $79,969 PY2024
  • Employee 4230 codes 30 50 $79,693 PY2024
  • Employee 514 codes 30 50 $78,748 PY2024
  • Employee 2700 codes 30 50 $76,987 PY2024
  • Technology Management Concepts codes 16 50 $76,710 PY2024
  • Employee 4244 codes 30 50 $76,406 PY2024
  • Opus Investment Advisors, LLC codes 27 50 $75,000 PY2024
  • Employee 1842 codes 30 50 $74,913 PY2024
  • Innovest Systems LLC codes 49 50 $74,866 PY2024
  • Employee 8265 codes 30 50 $74,250 PY2024
  • Employee 9824 codes 30 50 $73,653 PY2024
  • Employee 9823 codes 30 50 $71,865 PY2024
  • Employee 4202 codes 30 50 $71,333 PY2024
  • Employee 6682 codes 30 50 $68,850 PY2024
  • Employee 6256 codes 30 50 $68,116 PY2024
  • Employee 9234 codes 30 50 $66,688 PY2024
  • Employee 6859 codes 30 50 $65,354 PY2024
  • Employee 5221 codes 30 50 $63,965 PY2024
  • Oracle America, Inc. codes 16 50 $61,475 PY2024
  • Employee 3336 codes 30 50 $61,401 PY2024
  • Employee 2388 codes 30 50 $60,721 PY2024
  • Employee 3941 codes 30 50 $56,918 PY2024
  • Northern Trust Global Investments M codes 28 50 51 $54,613 PY2024
  • Employee 8237 codes 30 50 $54,498 PY2024
  • Employee 9947 codes 30 50 $54,498 PY2024
  • Employee 9032 codes 30 50 $53,971 PY2024
  • The Hartford codes 22 50 $52,685 PY2024
  • Employee 5175 codes 30 50 $51,196 PY2024
  • Employee 7542 codes 30 50 $50,390 PY2024
  • Employee 4272 codes 30 50 $49,426 PY2024
  • At&t codes 50 99 $48,658 PY2024
  • Northern Trust Global Investments R codes 28 50 51 $47,715 PY2024
What changed
32 events
  • Dec 31, 2024Consultant changedinference
    Convergeone Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Convergeone Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    NTT America Inc. appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with NTT America Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Teknita LLC appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Teknita LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Fortra LLC no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Fortra LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Zixcorp Systems Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Zixcorp Systems Incaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Systematic Financial Group appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Logicalis Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Logicalis Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Segal Consulting appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with The Segal Co (western States), Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    BG Consulting appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with BG Consultingaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Tentek Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Tentek Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    The Burgiss Group LLC no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Burgiss Group LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Executive Blueprint Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Executive Blueprint Incaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Trace3 no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Trace3askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Nexlogica LLC no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Nexlogica LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Communico Ltd no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Communico Ltdaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Accounting Principals appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Accounting Principalsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    NTT America Solutions Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with NTT America Solutions Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Goldman Sachs Asset Management LP no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Goldman Sachs Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Okta Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Okta Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Communico Ltd appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Communico Ltdaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Thoughtspot, Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Thoughtspot, Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    One River Dynamic Convexity Sp appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with ONE River Dynamic Convexity Spaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Fortra LLC appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Fortra LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    ABM Industry Group no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with ABM Industry Groupaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    NFP Retirement Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Wealthspire Retirement Advisoryaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Vitech Systems Group Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Vitech Systems Sub LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Tentek Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Tentek Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    The Burgiss Group LLC appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Burgiss Group LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Executive Blueprint Inc appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Executive Blueprint Incaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Trace3 appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Trace3askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Diligent Corporation appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Diligent Corporationaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Twotail Alpha Offshore Fund Ltd appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Twotail Alpha Offshore Fund Ltdaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952216351-001
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.