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

Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan

Taft-Hartley planFairfield, NJ
Assets
$142M
Total assets, Dec 31, 2024 reported
Funded
111.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: B.A.C. Local No. 4 Pension Fund
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 1.0%
  • Corporate debt instruments (other) 11.5%
  • U.S. Government securities 5.5%
  • Other investments 15.7%
  • Partnership/joint venture interests 19.8%
  • Common/collective trusts 44.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$33.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Goldentree Multi-Sector Fund Offshocollective trustGoldentree Asset ManagementPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$32.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Goldentree Multi-Sector Fund Offshocollective trustGoldentree Asset ManagementPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Goldentree Multi-Sector Fund Offshocollective trustGoldentree Asset ManagementPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$142M Dec 31, 2024 reported Form 5500
$135M (2023-12) · $129M (2022-12)
Plan assets
$134M Jan 1, 2024 reported Form 5500
$128M (2023-01) · $141M (2022-01)
Net assets
$141M Dec 31, 2024 reported Form 5500
$134M (2023-12) · $128M (2022-12)
Funded ratio
111.9% Jan 1, 2024 reported Form 5500
108.7% (2023-01) · 106.0% (2022-01)
Participants
1,637 Jan 1, 2024 reported Form 5500
1,689 (2023-01) · 1,723 (2022-01)
Contributions
$5.6M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $6.2M (2022-12)
Benefits paid
$8.3M Dec 31, 2024 reported Form 5500
$8.2M (2023-12) · $8.0M (2022-12)
Net investment income
$7.1M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $-12.7M (2022-12)
Investment management fees
$365,164 Dec 31, 2024 reported Form 5500
$346,624 (2023-12) · $356,831 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,637n/an/an/a$142M$28.0Mn/an/a
2023 to Dec 31, 20231,689n/an/an/a$135M$24.6Mn/an/a
2022 to Dec 31, 20221,723n/an/an/a$129M$28.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan funded ratio 108.7% -> 111.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan funded ratio 106.0% -> 108.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226041493-001
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.