Producer-Writers Guild of America Pension Plan
Taft-Hartley plan, based in Burbank, California, reporting $4.7B in assets, for 20,053 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Convergeone Inc no longer appears on Producer-Writers Guild of America Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
36 more advisers, 4 more managers, 33 more commitments and 27 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 $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund3 commitments
- QSI Index3 commitments
- Commingled Pension Trust Fund (spec3 commitments
- Northern Trust Investments, Inc.18 commitments
- J.P. Morgan Chase3 commitments
- State Street Bank & Trust Company3 commitments
Relationship network
194 connected entities36 observed commitments21 repeat counterparties32 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- Zixcorp Systems Inc General consultantthrough Dec 31, 2024 Form 5500
- NTT America Inc. General consultantthrough Dec 31, 2024 Form 5500
- Logicalis Inc General consultantthrough Dec 31, 2024 Form 5500
+36 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 $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.18 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- State Street Bank & Trust Company3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- State Street Bank & Trust Companyplan years
- Systematic Financial Managementplan years 2024
- Twotail Alpha Offshore Fund Ltdplan years 2023
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceConvergeone 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 changedinferenceNTT 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 changedinferenceTeknita 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 changedinferenceFortra 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 changedinferenceZixcorp 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
+27 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $56.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | QSI Indexcollective trust | State Street Bank & Trust Company | Pooled vehicles | $362M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $33.6M held | Disclosed holding | askebsa.dol.gov |
+33 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 $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 20,053 | Not disclosed | Not disclosed | n/a | $4.7B | $1.8B | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 20,801 | Not disclosed | Not disclosed | n/a | $4.5B | $1.7B | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 20,211 | Not disclosed | Not disclosed | n/a | $4.3B | $1.7B | Not disclosed | Not disclosed |
- 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
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Producer-Writers Guild of America Pension Plan sits on 145 traced paths of capital across the graphs.
DFX traced 145 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+29 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/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
+56 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.