Aftra Retirement Plan
Taft-Hartley plan, based in New York, New York, reporting $2.9B in assets, for 45,395 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Thomson Reuters appears on Aftra Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022).
11 more advisers, 3 more managers, 21 more commitments and 2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Commingled Pension Trust Fund (spec2 commitments
- Jpmcb Strategic Property Fund2 commitments
- Russell 1000 Value Index Sl Fund2 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust4 commitments
- Jpmorgan Special Situations2 commitments
Relationship network
123 connected entities24 observed commitments18 repeat counterparties22 dated commitments shown here, 2023 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
- Organization
›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 0.4%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 1.4%
- Other investments 0.3%
- Partnership/joint venture interests 28.3%
- Common/collective trusts 46.7%
- Registered investment companies 16.3%
- Common stock 3.9%
Consultants and advisers
- Bank of New York Mellon General consultantthrough Nov 30, 2024 Form 5500
- Nigro, Karlin, Segal, Feldstein LLP General consultantthrough Nov 30, 2024 Form 5500
- Winmill Software Inc Pension consultantthrough Nov 30, 2024 Form 5500
+11 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
- State Street Global Advisors Trust Company12 rows, latest Nov 30, 2024
- State Street Global Advisors Trust4 rows, latest Nov 30, 2024
- Jpmorgan Special Situations2 rows, latest Nov 30, 2024
+3 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.
- JP Morgan Chaseplan years
- Kessler Topazplan years 2024
- ISQ Global Infrastructure Fund IIIplan years 2024
+10 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, 2023Consultant changedinferenceThomson Reuters appears on Aftra Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Thomson Reutersaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceNigro, Karlin, Segal, Feldstein LLP appears on Aftra Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Nigro, Karlin, Segal, Feldstein LLPaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWinmill Software appears on Aftra Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Winmill Software Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedKessler Topaz appears on Aftra Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Kessler Topazaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceLexis Nexis appears on Aftra Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Lexis Nexisaskebsa.dol.gov
+2 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 Nov 30, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $19.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $54.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Russell 1000 Value Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $67.0M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 45,395 | Not disclosed | Not disclosed | n/a | $2.9B | $826M | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 45,451 | Not disclosed | Not disclosed | n/a | $2.7B | $798M | Not disclosed | Not disclosed |
- MIS Department codes 30 50 $2.3M PY2023
- Contribution Services Department codes 30 50 $1.4M PY2023
- I Squared Capital Advisors LLC codes 28 51 $1.4M PY2023
+156 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Aftra Retirement Plan sits on 55 traced paths of capital across the graphs.
DFX traced 55 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2023-12-31source on record
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source on record
+4 more changes 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
+28 connections on the graph
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