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

Local 68 Engineers Union Pension Plan

Taft-Hartley planW. Caldwell, NJ
Assets
$462M
Total assets, Jun 30, 2025 reported
Funded
82.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
17
none on the tape
Plan sponsor: Local 68 Engineers Union Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.7%
  • Non-interest-bearing cash 1.2%
  • Corporate debt instruments (preferred) 6.2%
  • U.S. Government securities 3.5%
  • Other investments 5.2%
  • Partnership/joint venture interests 28.4%
  • 103-12 investment entities 10.4%
  • Common/collective trusts 28.3%
  • Pooled separate accounts 1.7%
  • Common stock 9.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Pooled Separate Accountsseparate accountTransamericaPooled vehicles$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$53.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025NT Collective Russell 1000 Value incollective trustNorthern Trust Collective Eafe IndePooled vehicles$50.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pooled Separate Accountsseparate accountTransamericaPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024NT Collective Russell 1000 Value incollective trustNorthern Trust Collective Eafe IndePooled vehicles$48.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$20.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pooled Separate Accountsseparate accountTransamericaPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$52.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023NT Collective Russell 1000 Value incollective trustNorthern Trust Collective Eafe IndePooled vehicles$51.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$13.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$50.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$462M Jun 30, 2025 reported Form 5500
$436M (2024-06) · $414M (2023-06)
Plan assets
$436M Jul 1, 2024 reported Form 5500
$414M (2023-07) · $412M (2022-07)
Net assets
$462M Jun 30, 2025 reported Form 5500
$436M (2024-06) · $414M (2023-06)
Funded ratio
82.9% Jul 1, 2024 reported Form 5500
83.6% (2023-07) · 83.8% (2022-07)
Participants
5,305 Jul 1, 2024 reported Form 5500
5,233 (2023-07) · 5,207 (2022-07)
Contributions
$32.5M Jun 30, 2025 reported Form 5500
$31.7M (2024-06) · $29.7M (2023-06)
Benefits paid
$44.2M Jun 30, 2025 reported Form 5500
$41.6M (2024-06) · $39.6M (2023-06)
Net investment income
$25.5M Jun 30, 2025 reported Form 5500
$21.9M (2024-06) · $5.5M (2023-06)
Investment management fees
$732,331 Jun 30, 2025 reported Form 5500
$682,008 (2024-06) · $805,229 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20255,305n/an/an/a$462M$131Mn/an/a
2023 to Jun 30, 20245,233n/an/an/a$436M$136Mn/an/a
2022 to Jun 30, 20235,207n/an/an/a$414M$109Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Jun 30, 2024Holding started
    Local 68 Engineers Union Pension Plan first reports an interest in Goldentree Multi-Sector Fund Offsho: $21M at 2024-06-30
    with Goldentree Multi-Sector Fund Offshoaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510176618-001
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.