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

Hagerstown Motor Carriers and Teamsters Pension Plan

Taft-Hartley planHagerstown, MD
Assets
$223M
Total assets, Jun 30, 2025 reported
Funded
93.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
18
1 managers on Schedule C
Plan sponsor: Board of Trustees Hagerstown Motor Carriers and
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Non-interest-bearing cash 0.2%
  • Partnership/joint venture interests 6.2%
  • 103-12 investment entities 4.3%
  • Common/collective trusts 53.8%
  • Pooled separate accounts 2.7%
  • Registered investment companies 21.1%
  • Common stock 10.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$23.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$36.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$55.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$34.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$51.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Parametric Defensive Equity Fund103 12 ieParametric Defensive Equity FundPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$44.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$223M Jun 30, 2025 reported Form 5500
$207M (2024-06) · $187M (2023-06)
Plan assets
$206M Jul 1, 2024 reported Form 5500
$186M (2023-07) · $174M (2022-07)
Net assets
$223M Jun 30, 2025 reported Form 5500
$207M (2024-06) · $187M (2023-06)
Funded ratio
93.7% Jul 1, 2024 reported Form 5500
94.4% (2023-07) · 88.7% (2022-07)
Participants
1,572 Jul 1, 2024 reported Form 5500
1,735 (2023-07) · 1,697 (2022-07)
Contributions
$13.6M Jun 30, 2025 reported Form 5500
$13.8M (2024-06) · $15.0M (2023-06)
Benefits paid
$19.1M Jun 30, 2025 reported Form 5500
$17.5M (2024-06) · $17.3M (2023-06)
Net investment income
$16.6M Jun 30, 2025 reported Form 5500
$19.9M (2024-06) · $12.6M (2023-06)
Investment management fees
$776,054 Jun 30, 2025 reported Form 5500
$829,118 (2024-06) · $1.1M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,572n/an/an/a$223M$13.7Mn/an/a
2023 to Jun 30, 20241,735n/an/an/a$207M$13.8Mn/an/a
2022 to Jun 30, 20231,697n/an/an/a$187M$12.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Consultant changedinference
    RAE Group LLC no longer appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with RAE Group LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blackstone Inc appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Blackstone Partnersaskebsa.dol.gov
  • Jul 1, 2024Assets changed
    Hagerstown Motor Carriers and Teamsters Pension Plan plan assets $186M -> $206M (+10.7%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Assets changed
    Hagerstown Motor Carriers and Teamsters Pension Plan total assets $187M -> $207M (+10.7%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Brown Advisory no longer appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Brown Advisory LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Blackstone no longer appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Blackstoneaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Amalgamated Bank appears on Hagerstown Motor Carriers and Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Hagerstown Motor Carriers and Teamsters Pension Plan funded ratio 88.7% -> 94.4% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526045424-001
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.