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.
Corporate pension
Teamsters Joint Council No. 73 Pension & Trust Fund
Corporate pensionSpringfield, NJ
Assets
$34.6M
Total assets, Sep 30, 2025 reported
Funded
104.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of Teamsters Joint Council No. 73 Pension & Trust Fund
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 5.5%
- U.S. Government securities 19.6%
- Partnership/joint venture interests 3.3%
- Registered investment companies 50.9%
- Common stock 18.0%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- Basil Castrovinci Associates Inc. Actuarythrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Stacey Braun Associates, Inc.plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$88,699 (2024-09) · $76,044 (2023-09)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 338 | $32.0M | $19.7M | 104.3% | $34.6M | $1.2M | n/a | n/a |
| 2023 to Sep 30, 2024 | 369 | $27.7M | $21.1M | 90.0% | $32.0M | $1.1M | n/a | n/a |
| 2022 to Sep 30, 2023 | 374 | $26.0M | $21.1M | 81.3% | $27.8M | $1.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 27 33 49 50 55 71 72 99 $80,609 PY2024
- Basil Castrovinci Associates codes 11 15 50 $66,060 PY2024
- Mspc codes 10 50 $44,891 PY2024
- Jeannine Fucci codes 30 50 $36,600 PY2024
- Stacy Braun Associates, Inc. codes 28 51 $10,820 PY2024
- Bank of America codes 49 50 $7,015 PY2024
- Basil Castrovinci Associates, Inc. codes 11 PY2024
- Morgan Stanley Smith Barney codes 27 33 49 50 55 71 72 99 $80,938 PY2023
- Basil Castrovinci Associates codes 11 15 50 $64,940 PY2023
- Jeannine Fucci codes 30 50 $38,249 PY2023
- Mspc codes 10 50 $25,306 PY2023
- Stacy Braun Associates, Inc. codes 28 51 $12,957 PY2023
- Bank of America codes 49 50 $7,604 PY2023
- Basil Castrovinci Associates Inc codes 11 PY2023
- Morgan Stanley Smith Barney codes 27 33 49 50 55 63 71 72 99 $70,918 PY2022
- Basil Castrovinci Associates codes 11 15 50 $62,660 PY2022
- Mspc codes 10 50 $39,786 PY2022
- Jeannine Fucci codes 30 50 $34,036 PY2022
- Stacy Braun Associates, Inc. codes 28 51 $10,106 PY2022
- Bank of America codes 49 50 $7,680 PY2022
- Zazzali, Fagella, Nowak, Kleinbaum codes 29 50 $6,498 PY2022
- Afl-Cio Equity Index Fund Sched. D C PY2022
- Basil Castrovinci Associates Inc codes 11 PY2022
What changed
4 events
- Oct 1, 2024Funded status changedTeamsters Joint Council No. 73 Pension & Trust Fund funded ratio 90.0% -> 104.3% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedTeamsters Joint Council No. 73 Pension & Trust Fund plan assets $28M -> $32M (+15.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedTeamsters Joint Council No. 73 Pension & Trust Fund total assets $28M -> $32M (+15.4%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedTeamsters Joint Council No. 73 Pension & Trust Fund funded ratio 81.3% -> 90.0% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226171374-001
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.