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

Northeast Carpenters Pension Fund

Taft-Hartley planEdison, NJ
Assets
n/a
Total assets, Dec 31, 2022 reported
Funded
81.3%
Jan 1, 2022
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: BD of Trustees Northeast Carpenters Pension Fund
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
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
10 readings
Total assets
$0 Dec 31, 2022 reported Form 5500
Plan assets
$1.9B Jan 1, 2022 reported Form 5500
Net assets
$0 Dec 31, 2022 reported Form 5500
Funded ratio
81.3% Jan 1, 2022 reported Form 5500
Participants
19,092 Jan 1, 2022 reported Form 5500
Contributions
$102M Dec 31, 2022 reported Form 5500
Benefits paid
$139M Dec 31, 2022 reported Form 5500
Net investment income
$-232M Dec 31, 2022 reported Form 5500
Investment management fees
$3.4M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 202219,092n/an/an/a$0n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Hardman Johnston Global Advisors codes 28 51 $568,116 PY2022
  • Loomis Sayles & Company codes 28 51 $548,594 PY2022
  • Lord Abbett & Co. LLC codes 28 51 $531,850 PY2022
  • The Segal Company (eastern States) codes 11 50 $503,267 PY2022
  • Polen Capital Management, LLC codes 28 51 $472,982 PY2022
  • Wedge Capital Management, LLP codes 28 51 52 68 $369,975 PY2022
  • Investment Performance Services LLC codes 27 50 $250,000 PY2022
  • Sierra Investment Partners, Inc. codes 28 51 $214,312 PY2022
  • Schultheis & Panettieri LLP codes 10 50 $155,980 PY2022
  • Susanin Widman & Brennan PC codes 29 50 $131,618 PY2022
  • The Aztec Corp codes 49 50 $130,277 PY2022
  • Certified Protection codes 49 50 $127,277 PY2022
  • The Bank of New York Mellon codes 19 28 49 50 51 52 59 62 72 $122,066 PY2022
  • Segall Bryant & Hamill LLC codes 28 51 $100,833 PY2022
  • ABM Janitorial Services Northeast codes 49 50 $86,848 PY2022
  • Kroll Heineman Ptasiewicz Parsons codes 29 50 $77,857 PY2022
  • National Inv Svcs of America LLC codes 28 51 $74,553 PY2022
  • MDC Enterprise Corp codes 49 50 $62,002 PY2022
  • SAI Management codes 49 50 $57,447 PY2022
  • Lowenstein Sandler LLP codes 29 50 $56,073 PY2022
  • Perfect Temp Services LLC codes 49 50 $40,331 PY2022
  • Waste Industries, LLC codes 49 50 $19,217 PY2022
  • Down to Earth Landscaping codes 49 50 $19,006 PY2022
  • Life Status 360 codes 15 50 $13,280 PY2022
  • Jersey State Controls codes 49 50 $8,192 PY2022
  • Schindler Elevator Corporation codes 49 50 $5,823 PY2022
  • Multi-Employer Property Trust Sched. D C PY2022
  • Wacap Sp Infrastructure Fund IV Sched. D E PY2022
  • EB Temporary Investment Sched. D C PY2022
  • Ullico Separate Account J Sched. D P PY2022
  • Master Income Plus Group Trust Sched. D E PY2022
  • Proloan Bond Fund Sched. D E PY2022
  • Hardman Johnston Intl Eqty Grp Trst Sched. D E PY2022
  • Mcmorgan Infrastructure Fund I LP Sched. D E PY2022
  • Crescent Capital Trust II (levered) Sched. D C PY2022
  • Earnest Partners Mltp Inv Trust Sched. D C PY2022
  • Comngld Pens Trst Fd of Jpm Chase Sched. D C PY2022
  • UBC Russell 3000 Index Trust Sched. D C PY2022
  • Goldentree Multi-Sector Fd Offshore Sched. D E PY2022
  • Longview Broad Market 3000 Index Fd Sched. D C PY2022
  • The Mckeogh Company codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 111991772-001
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.