Sdc-League Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $50.9M in assets, for 2,386 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Partners Group USA, Inc appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more manager, 7 more commitments and 3 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- Fixed Income Group Trust3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- NCS Group Trust - International Fun3 commitments
- Segal Advisors, Inc.3 commitments
- Northern Trust Investments, Inc.3 commitments
- Walter Scott Ncs3 commitments
Relationship network
35 connected entities10 observed commitments7 repeat counterpartiescommitments 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
- 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 0.0%
- 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
- Segal Marco Advisors Investment adviser (plan)through Aug 31, 2023 Form 5500
- Segal Actuarythrough Aug 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Aug 31, 2023 Form 5500
People
Manager roster
- Segal Advisors, Inc.3 rows, latest Aug 31, 2025
- Northern Trust Investments, Inc.3 rows, latest Aug 31, 2025
- Walter Scott Ncs3 rows, latest Aug 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segal Advisors, Inc.plan years
- 50 South Capital Advisors, LLCplan years 2025
- Partners Groupplan years 2025
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedPartners 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 started50 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 startedBrookfield 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 startedWalter 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 endedinferenceSdc-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
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | NCS Group Trust - International Fun103 12 ie | Walter Scott Ncs | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
+7 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 2,386 | Not disclosed | Not disclosed | n/a | $50.9M | $10.6M | Not disclosed | $7.0M |
| 2023 to Aug 31, 2024 | 2,309 | Not disclosed | Not disclosed | n/a | $49.5M | $8.9M | Not disclosed | $7.2M |
| 2022 to Aug 31, 2023 | 2,235 | Not disclosed | Not disclosed | n/a | $47.6M | $8.2M | Not disclosed | $8.4M |
- Proskauer Rose LLP codes 29 $197,499 PY2024
- The Segal Company Eastern States codes 11 17 $179,390 PY2024
- SDC - League Health Fund codes 49 $163,419 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Sdc-League Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 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
+16 connections on the graph
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