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
National Hockey League Players Retirement Benefit Plan
Taft-Hartley planNEW York, NY
Assets
$819M
Plan assets, Apr 30, 2025 reported
Funded
123.2%
Apr 30, 2025
Private markets target
n/a
policy Apr 30, 2025
Commitments
18
none on the tape
Plan sponsor: Benefits Committee of the National Hockey League Retirement Benefits P
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Other investments 9.2%
- Partnership/joint venture interests 19.2%
- Common/collective trusts 50.1%
- Registered investment companies 13.3%
- Real estate (other than employer real property) 3.1%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney Pension consultantthrough Apr 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Apr 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Northern Trust Collective Eafe Inde15 rows, latest Apr 30, 2025
From Schedule C (investment management, code 28)
- Blackrock Investment Management, LLCplan years 2023
- Martin Currie Emerging Marketsplan years 2023
- Apaxplan years 2023
- Western Asset Managementplan years 2023
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $93.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Collective S&p 400 Idx Fd Dc Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $136M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $108M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Amundi Pioneer Bond Fund Trust Cl Rcollective trust | MFO Great Gray Collective Invt | Fixed income | $66.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | CF Western Asset Gbl Multi-Sectorcollective trust | Western Asset Management Company | Pooled vehicles | $38.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Collective Eafe Inde | Fixed income | $47.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $26.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | NT Collective S&p 400 Idx Fd Dc Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $121M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $94.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | CF Western Asset Gbl Multi-Sectorcollective trust | Western Asset Management Company | Pooled vehicles | $24.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $12.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $22.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | NT Collective S&p 400 Idx Fd Dc Nlcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $23.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $86.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $66.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | NT Collective S&p 500 Value Indexcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $22.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$250,000 (2024-04) · $2.8M (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 2,261 | n/a | n/a | n/a | $865M | $166M | n/a | $26.8M |
| 2023 to Apr 30, 2024 | 2,169 | n/a | n/a | n/a | $758M | $163M | n/a | n/a |
| 2022 to Apr 30, 2023 | 2,103 | n/a | n/a | n/a | $660M | $136M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Graystone Consulting codes 17 27 $200,000 PY2024
- Northern Trust codes 21 28 $140,920 PY2024
- Proskauer Rose LLP codes 29 $118,610 PY2024
- BWD Group LLC codes 53 $79,718 PY2024
- Blackrock Investment Management LLC codes 28 $78,443 PY2024
- Ernst & Young LLP codes 10 $77,644 PY2024
- Horizon Actuarial Services, LLC codes 11 $77,624 PY2024
- Bredhoff & Kaiser PLLC codes 29 $75,469 PY2024
- Western Asset Management LLC codes 28 $67,607 PY2024
- Blake, Cassels & Graydon codes 29 $13,389 PY2024
- Koskie Minsky codes 29 $8,989 PY2024
- NT Collective S&p 400 Index Fund Dc Sched. D C $28.7M PY2024
- NT Collective Msci Acwi Ex US Index Sched. D C $108M PY2024
- MFO Great Gray Collective Invt Sched. D C $66.5M PY2024
- NT Collective S&p 500 Index Fund No Sched. D C $136M PY2024
- NT Collective Aggregate Sched. D C $93.9M PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Graystone Consulting codes 17 27 $250,000 PY2023
- Proskauer Rose LLP codes 29 $131,921 PY2023
- Blackrock Investment Management LLC codes 28 $122,512 PY2023
- Western Asset Management LLC codes 28 $114,963 PY2023
- Northern Trust codes 21 28 $109,615 PY2023
- Horizon Actuarial Services, LLC codes 11 $105,228 PY2023
- Ernst & Young LLP codes 10 $102,828 PY2023
- BWD Group LLC codes 53 $89,429 PY2023
- Bredhoff & Kaiser PLLC codes 29 $54,848 PY2023
- Martin Currie codes 28 $40,064 PY2023
- Blake, Cassels & Graydon codes 29 $24,786 PY2023
- Koskie Minsky codes 29 $13,040 PY2023
- NT Collective Aggregate Sched. D C $47.7M PY2023
- NT Collective Russell 2000 Index Fu Sched. D C $26.7M PY2023
- NT Collective S&p 400 Index Fund Dc Sched. D C $27.9M PY2023
- CF Western Asset Gbl Multi-Sector Sched. D C $38.6M PY2023
- NT Collective Msci Acwi Ex US Index Sched. D C $94.7M PY2023
- NT Collective S&p 500 Index Fund No Sched. D C $121M PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Proskauer Rose LLP codes 29 $390,814 PY2022
- Western Asset Management LLC codes 28 $372,444 PY2022
- Graystone Consulting codes 17 27 $250,000 PY2022
- Blackrock Investment Management LLC codes 28 $168,230 PY2022
- Martin Currie codes 28 $145,939 PY2022
- Apax codes 28 $136,315 PY2022
- Northern Trust codes 21 28 $134,834 PY2022
- Bredhoff & Kaiser PLLC codes 29 $117,201 PY2022
- Horizon Actuarial Services, LLC codes 11 $96,379 PY2022
- BWD Group LLC codes 53 $78,610 PY2022
- Koskie Minsky codes 29 $34,401 PY2022
- Ernst & Young LLP codes 10 $30,324 PY2022
- Blake, Cassels & Graydon codes 29 $24,871 PY2022
- CF Western Asset Gbl Multi-Sector Sched. D C $24.6M PY2022
- NT Collective Short Term Investment Sched. D C $12.8M PY2022
- NT Collective Russell 2000 Index Fu Sched. D C $22.2M PY2022
- NT Collective S&p 400 Index Fund Dc Sched. D C $23.9M PY2022
- NT Collective S&p 500 Index Fund No Sched. D C $86.0M PY2022
- NT Collective Msci Acwi Ex US Index Sched. D C $66.2M PY2022
- NT Collective S&p 500 Value Index Sched. D C $22.6M PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
12 events
- Apr 30, 2025Holding startedNational Hockey League Players Retirement Benefit Plan first reports an interest in Amundi Pioneer Bond Fund Trust Cl R: $67M at 2025-04-30with Amundi Pioneer Bond Fund Trust Cl Raskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceNational Hockey League Players Retirement Benefit Plan no longer reports CF Western Asset Gbl Multi-Sector (last held $39M at 2024-04-30; absent from the 2025-04-30 filing)with CF Western Asset Gbl Multi-Sectoraskebsa.dol.gov
- Apr 30, 2025Holding endedinferenceNational Hockey League Players Retirement Benefit Plan no longer reports Collective Russell 2000 Index Fund (Northern Trust Collective Eafe Inde) (last held $27M at 2024-04-30; absent from the 2025-04-30 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Apr 30, 2025Assets changedNational Hockey League Players Retirement Benefit Plan plan assets $712M -> $819M (+15.1%, 2024-04-30 to 2025-04-30)
- Apr 30, 2025Assets changedNational Hockey League Players Retirement Benefit Plan total assets $758M -> $865M (+14.1%, 2024-04-30 to 2025-04-30)
- Dec 31, 2024Manager relationship endedinferenceMartin Currie no longer appears on National Hockey League Players Retirement Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Martin Currie Emerging Marketsaskebsa.dol.gov
- Apr 30, 2024Holding endedinferenceNational Hockey League Players Retirement Benefit Plan no longer reports NT Collective S&p 500 Value Index (Northern Trust Collective Eafe Inde) (last held $23M at 2023-04-30; absent from the 2024-04-30 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Apr 30, 2024Holding startedNational Hockey League Players Retirement Benefit Plan first reports an interest in Ntgi Collective Bond Index Fund (Northern Trust Collective Eafe Inde): $48M at 2024-04-30with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Apr 30, 2024Holding endedinferenceNational Hockey League Players Retirement Benefit Plan no longer reports NT Collective Short Term Investment (Northern Trust Collective Eafe Inde) (last held $13M at 2023-04-30; absent from the 2024-04-30 filing)with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Apr 30, 2024Assets changedNational Hockey League Players Retirement Benefit Plan plan assets $612M -> $712M (+16.5%, 2023-04-30 to 2024-04-30)
- Apr 30, 2024Assets changedNational Hockey League Players Retirement Benefit Plan total assets $660M -> $758M (+15.0%, 2023-04-30 to 2024-04-30)
- Dec 31, 2023Manager relationship endedinferenceApax no longer appears on National Hockey League Players Retirement Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Apaxaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 462555356-001
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.