Treasurers and Ticket Sellers Local 751 Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $120M in assets, for 676 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Treasurers and Ticket Sellers Local 751 Pension Fund no longer reports Jpmcb Core Bond Fund (JP Morgan Core Bond Fund) (last held $9M at 2024-08-31; absent from the 2025-08-31 filing).
2 more advisers, 1 more manager and 58 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Value Advantage Fund3 commitments
- Jpmcb Global Emerging Markets - Opp3 commitments
- Jpmcb US Active Core Equity Fund3 commitments
- JP Morgan Chase52 commitments
- J.P. Morgan Chase3 commitments
- JP Morgan Investment Management3 commitments
Relationship network
73 connected entities61 observed commitments26 repeat counterparties59 dated commitments shown here, 2023 to 2025
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 0.8%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 6.6%
- Other investments 0.0%
- Partnership/joint venture interests 16.0%
- Common/collective trusts 64.9%
- Registered investment companies 8.2%
- Common stock 1.9%
- Preferred stock 0.0%
Consultants and advisers
- J.P. Morgan Investment Management Investment adviser (plan)through Aug 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Aug 31, 2023 Form 5500
+2 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
- JP Morgan Chase52 rows, latest Aug 31, 2025
- J.P. Morgan Chase3 rows, latest Aug 31, 2025
- JP Morgan Investment Management3 rows, latest Aug 31, 2025
+1 more manager 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.
- JP Morgan Chaseplan years
What changed
- Aug 31, 2025Holding endedinferenceTreasurers and Ticket Sellers Local 751 Pension Fund no longer reports Jpmcb Core Bond Fund (JP Morgan Core Bond Fund) (last held $9M at 2024-08-31; absent from the 2025-08-31 filing)with JP Morgan Core Bond Fundaskebsa.dol.gov
- Aug 31, 2025Holding endedinferenceTreasurers and Ticket Sellers Local 751 Pension Fund no longer reports Jpmcb Mortgage Private Plmt Fund (last held $2M at 2024-08-31; absent from the 2025-08-31 filing)with Jpmcb Mortgage Private Plmt Fundaskebsa.dol.gov
- Aug 31, 2025Holding startedTreasurers and Ticket Sellers Local 751 Pension Fund first reports an interest in Cmgld Pen Tr Fd (high Qlty Lng Corp: $19M at 2025-08-31with Cmgld Pen Tr Fd (high Qlty Lng Corpaskebsa.dol.gov
- Aug 31, 2025Holding endedinferenceTreasurers and Ticket Sellers Local 751 Pension Fund no longer reports Jpmcb Core Plus Bond Fund (last held $5M at 2024-08-31; absent from the 2025-08-31 filing)with Jpmcb Core Plus Bond Fundaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Jpmcb Value Advantage Fundcollective trust | JP Morgan Chase | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Cmgld Pen Tr Fd (high Qlty Lng Corpcollective trust | JP Morgan Chase | Pooled vehicles | $18.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Jpmcb Global Emerging Markets - Oppcollective trust | JP Morgan Chase | Public equity | $2.4M held | Disclosed holding | askebsa.dol.gov |
+58 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 Aug 31, 2025 | 676 | Not disclosed | Not disclosed | n/a | $120M | $19.2M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 749 | Not disclosed | Not disclosed | n/a | $115M | $19.5M | $0 | $0 |
| 2022 to Aug 31, 2023 | 583 | Not disclosed | Not disclosed | n/a | $108M | $18.5M | $0 | $0 |
- JP Morgan Investment Management Inc codes 27 28 51 52 $511,483 PY2024
- Segal Marco Advisors codes 27 50 $131,750 PY2024
- The Segal Comp (eastern States) Inc codes 11 50 $88,406 PY2024
+90 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
Treasurers and Ticket Sellers Local 751 Pension Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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.
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Record history
- Holding in a pooled vehicle ended2025-08-31source on record
- Holding in a pooled vehicle ended2025-08-31source on record
- Holding in a pooled vehicle started2025-08-31source on record
+1 more change on this record's ledger
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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
+7 connections on the graph
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