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

Pressroom Unions Pension Trust Fund

Taft-Hartley planNEW York, NY
Assets
$159M
Total assets, Sep 30, 2025 reported
Funded
62.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
6
1 managers on Schedule C
Plan sponsor: Pressroom Unions Pension Trust Fund
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Non-interest-bearing cash 0.9%
  • Other investments 0.0%
  • Common/collective trusts 49.1%
  • Pooled separate accounts 7.5%
  • Registered investment companies 39.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025PRU Core Plus Bond Fdcollective trustPrudential Trust CoFixed income$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Prudential Core Plus Bond Fundcollective trustPrudential Trust Co.Fixed income$25.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$16.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Prudential Core Plus Bond Fundcollective trustPrudential Trust Co.Fixed income$24.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$159M Sep 30, 2025 reported Form 5500
$94.7M (2024-09) · $91.1M (2023-09)
Plan assets
$94.3M Oct 1, 2024 reported Form 5500
$90.7M (2023-10) · $97.7M (2022-10)
Net assets
$159M Sep 30, 2025 reported Form 5500
$94.7M (2024-09) · $91.1M (2023-09)
Funded ratio
62.0% Oct 1, 2024 reported Form 5500
64.0% (2023-10) · 68.0% (2022-10)
Participants
1,200 Oct 1, 2024 reported Form 5500
1,287 (2023-10) · 1,344 (2022-10)
Contributions
$229,434 Sep 30, 2025 reported Form 5500
$226,630 (2024-09) · $214,806 (2023-09)
Benefits paid
$12.9M Sep 30, 2025 reported Form 5500
$13.2M (2024-09) · $13.2M (2023-09)
Net investment income
$64.0M Sep 30, 2025 reported Form 5500
$3.6M (2024-09) · $-7.1M (2023-09)
Investment management fees
$339,183 Sep 30, 2025 reported Form 5500
$311,777 (2024-09) · $370,341 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,200n/an/an/a$159Mn/an/an/a
2023 to Sep 30, 20241,287n/an/an/a$94.7Mn/an/an/a
2022 to Sep 30, 20231,344n/an/an/a$91.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Sep 30, 2025Holding started
    Pressroom Unions Pension Trust Fund first reports an interest in PRU Core Plus Bond Fd: $26M at 2025-09-30
    with PRU Core Plus Bond Fdaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Pressroom Unions Pension Trust Fund no longer reports Prudential Core Plus Bond Fund (Prudential Trust Co.) (last held $25M at 2024-09-30; absent from the 2025-09-30 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Sep 30, 2025Assets changed
    Pressroom Unions Pension Trust Fund total assets $95M -> $159M (+67.6%, 2024-09-30 to 2025-09-30)
    askebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Pressroom Unions Pension Trust Fund funded ratio 64.0% -> 62.0% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Pressroom Unions Pension Trust Fund funded ratio 68.0% -> 64.0% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136152896-001
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.