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

Sdc-League Pension Fund

Taft-Hartley planNEW York, NY
Assets
$50.9M
Total assets, Aug 31, 2025 reported
Funded
61.6%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
10
2 managers on Schedule C
Plan sponsor: Board of Trustees Sdc - League Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 1.3%
  • Partnership/joint venture interests 20.8%
  • 103-12 investment entities 38.3%
  • Common/collective trusts 13.7%
  • Registered investment companies 11.5%
  • Real estate (other than employer real property) 13.7%
Consultants and advisers
3 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
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$6.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Rothschild Small-Cap Trust103 12 ieRothschild Asset Management Inc.Pooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$50.9M Aug 31, 2025 reported Form 5500
$49.5M (2024-08) · $47.6M (2023-08)
Plan assets
$49.2M Sep 1, 2024 reported Form 5500
$47.4M (2023-09) · $48.4M (2022-09)
Net assets
$50.6M Aug 31, 2025 reported Form 5500
$49.2M (2024-08) · $47.4M (2023-08)
Funded ratio
61.6% Sep 1, 2024 reported Form 5500
62.1% (2023-09) · 63.9% (2022-09)
Participants
2,386 Sep 1, 2024 reported Form 5500
2,309 (2023-09) · 2,235 (2022-09)
Contributions
$4.6M Aug 31, 2025 reported Form 5500
$4.3M (2024-08) · $3.7M (2023-08)
Benefits paid
$5.0M Aug 31, 2025 reported Form 5500
$5.0M (2024-08) · $4.8M (2023-08)
Net investment income
$1.4M Aug 31, 2025 reported Form 5500
$1.8M (2024-08) · $-1.0M (2023-08)
Investment management fees
$365,704 Aug 31, 2025 reported Form 5500
$307,144 (2024-08) · $299,591 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20252,386n/an/an/a$50.9M$10.6Mn/a$7.0M
2023 to Aug 31, 20242,309n/an/an/a$49.5M$8.9Mn/a$7.2M
2022 to Aug 31, 20232,235n/an/an/a$47.6M$8.2Mn/a$8.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship started
    Partners Group USA, Inc appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Partners Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    50 South Capital Advisors, LLC appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with 50 South Capital Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Brookfield Asset Management Private appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brookfield Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Walter Scott & Partners Limited appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Walter Scott & Partners Ltdaskebsa.dol.gov
  • Aug 31, 2024Holding endedinference
    Sdc-League Pension Fund no longer reports Rothschild Small-Cap Trust (Rothschild Asset Management Inc.) (last held $3M at 2023-08-31; absent from the 2024-08-31 filing)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    NB Alternatives Advisors LLC no longer appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with NB Alternatives Advisers, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Brookfield Asset Management Private no longer appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brookfield Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Great Lakes Advisors no longer appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Lakes Advisorsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136634482-001
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.