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 Automatic Sprinkler Industry Pension Fund

Taft-Hartley planLandover, MD
Assets
$4.8B
Total assets, Dec 31, 2024 reported
Funded
107.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
65
1 managers on Schedule C
Plan sponsor: National Automatic Sprinkler Industry Pension Fund Jt Board of Trustee
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.1%
  • U.S. Government securities 0.8%
  • Partnership/joint venture interests 36.1%
  • Common/collective trusts 60.7%
  • Pooled separate accounts 0.6%
  • Common stock 0.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
65 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$86,669 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$27.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$34.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$41.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$234M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Corporate High Yield Fundcollective trustJP Morgan ChaseFixed income$191M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Eafe Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$975,547 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Liquidity Fundcollective trustJP Morgan Chase Bank, N.A.Cash$146M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Europe Dynamic Hedged Equitycollective trustJP Morgan Chase Bank, N.A.Hedge / diversifiers$706,442 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Global Emerging Markets - Oppcollective trustJP Morgan Chase Bank, N.A.Public equity$148M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Global Select Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$714M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Growth Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$293M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb High Yield Bond Fundcollective trustJP Morgan Chase Bank, N.A.Fixed income$74.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Income Fundcollective trustJP Morgan Chase Bank, N.A.Fixed income$365M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb International Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$84.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Trust Fund Cross Creditcollective trustJP Morgan Chase Bank, N.A.Private credit$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$192M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb US Small Cap Equity Blend Funcollective trustJP Morgan Chase Bank, N.A.Public equity$71.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Value Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$282M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comerica Short-Term Fundcollective trustComerica BankCash$34.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$44,470 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$34.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$49.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Eafe Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$940,357 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Global Select Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$764M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Global Emerging Markets - Oppcollective trustJP Morgan Chase Bank, N.A.Public equity$140M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Europe Dynamic Hedged Equitycollective trustJP Morgan Chase Bank, N.A.Hedge / diversifiers$769,392 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$208M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb US Small Cap Equity Blend Funcollective trustJP Morgan Chase Bank, N.A.Public equity$84.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$257M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Growth Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$224M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb International Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Value Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Active Value Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$82.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Commingled Trust Fund Cross Creditcollective trustJP Morgan Chase Bank, N.A.Private credit$53.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Corporate High Yield Fundcollective trustJP Morgan ChaseFixed income$48.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb High Yield Bond Fundcollective trustJP Morgan Chase Bank, N.A.Fixed income$48.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Income Fundcollective trustJP Morgan Chase Bank, N.A.Fixed income$425M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Oppor Eq Long-Short Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$141M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Short-Term Fundcollective trustComerica BankCash$30.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$124,853 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$52.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$63.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Eafe Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$12.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Global Select Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$688M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Global Emerging Markets - Oppcollective trustJP Morgan Chase Bank, N.A.Public equity$130M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Europe Dynamic Hedged Equitycollective trustJP Morgan Chase Bank, N.A.Hedge / diversifiers$958,967 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$256M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Emerging Markets Equity Focuscollective trustJpmorgan Emerging Markets FundPublic equity$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb US Small Cap Equity Blend Funcollective trustJP Morgan Chase Bank, N.A.Public equity$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Equity Index Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$22.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$306M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Growth Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$272M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb International Equity Fundcollective trustJP Morgan Chase Bank, N.A.Public equity$70.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Value Advantage Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Active Value Fundcollective trustJP Morgan Chase Bank, N.A.Pooled vehicles$136M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Commingled Trust Fund Cross Creditcollective trustJP Morgan Chase Bank, N.A.Private credit$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Short-Term Fundcollective trustComerica BankCash$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Liquidity Fundcollective trustJP Morgan Chase Bank, N.A.Cash$22.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.8B Dec 31, 2024 reported Form 5500
$4.5B (2023-12) · $4.3B (2022-12)
Plan assets
$4.5B Jan 1, 2024 reported Form 5500
$4.3B (2023-01) · $4.9B (2022-01)
Net assets
$4.8B Dec 31, 2024 reported Form 5500
$4.5B (2023-12) · $4.3B (2022-12)
Funded ratio
107.4% Jan 1, 2024 reported Form 5500
105.6% (2023-01) · 103.3% (2022-01)
Participants
32,582 Jan 1, 2024 reported Form 5500
31,463 (2023-01) · 31,821 (2022-01)
Contributions
$227M Dec 31, 2024 reported Form 5500
$210M (2023-12) · $195M (2022-12)
Benefits paid
$314M Dec 31, 2024 reported Form 5500
$282M (2023-12) · $275M (2022-12)
Net investment income
$276M Dec 31, 2024 reported Form 5500
$215M (2023-12) · $-631M (2022-12)
Investment management fees
$22.7M Dec 31, 2024 reported Form 5500
$22.6M (2023-12) · $24.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202432,582n/an/an/a$4.8B$1.7Bn/an/a
2023 to Dec 31, 202331,463n/an/an/a$4.5B$1.6Bn/an/a
2022 to Dec 31, 202231,821n/an/an/a$4.3B$1.5Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • J.P. Morgan Investment Management codes 27 28 68 $21.0M PY2024
  • Comerica codes 19 72 $373,328 PY2024
  • ASB Capital Management LLC codes 28 $353,513 PY2024
  • O'Donoghue & O'Donoghue LLP codes 29 $343,896 PY2024
  • The Segal Company, Inc codes 11 16 $287,143 PY2024
  • Calibre CPA Group, PLLC codes 10 $236,871 PY2024
  • Investment Performance Services LLC codes 27 $200,000 PY2024
  • Basys, Inc. codes 99 $150,538 PY2024
  • John Eger codes 30 $141,288 PY2024
  • Congress Asset Mgmt. Co. codes 28 $107,274 PY2024
  • John Pedron codes 30 $81,064 PY2024
  • Anna Bosmans codes 30 $79,871 PY2024
  • BFI Printing and Mailing codes 49 $74,394 PY2024
  • Teisha Price codes 30 $68,077 PY2024
  • Nixon Peabody, LLP codes 29 $63,893 PY2024
  • Kelly Bowden codes 30 $60,220 PY2024
  • Takia Sims codes 30 $60,220 PY2024
  • Jamie Winegardner codes 30 $49,250 PY2024
  • Avison Young codes 30 $41,553 PY2024
  • Neil White codes 30 $36,905 PY2024
  • Nathaniel Davis codes 30 $30,390 PY2024
  • Iron Mountain codes 49 $22,520 PY2024
  • Ntiva, Inc codes 49 $18,090 PY2024
  • Navia Benefit Solutions codes 49 $17,766 PY2024
  • Change Healthcare Operations codes 49 $15,978 PY2024
  • Entrust Partners Offshore Lp-Sof codes 28 $6,566 PY2024
  • Building for America Fund III codes 28 PY2024
  • Segal Select Insurance Services codes 53 PY2024
  • Gesd Investors II, LP codes 28 PY2024
  • Snow Phipps, L.P. codes 28 PY2024
  • Comerica Short Term Fund Sched. D C $34.5M PY2024
  • Longview Ultra Construction Loan Sched. D C $86,669 PY2024
  • Separate J Account Sched. D P $27.5M PY2024
  • Afl-Cio Building Investment Trust Sched. D C $34.4M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $41.8M PY2024
  • Jpmcb Core Bond Fund Sched. D C $234M PY2024
  • Jpmcb Corporate High Yield Fund Sched. D C $191M PY2024
  • Jpmcb Eafe Equity Index Trust Fund Sched. D C $975,547 PY2024
  • Jpmcb Emerging Markets Equity Focus Sched. D C $7.4M PY2024
  • Jpmcb Liquidity Fund Sched. D C $146M PY2024
  • Jpmcb Equity Index Trust Fund Sched. D C $2.3M PY2024
  • Jpmcb Europe Dynamic Hedged Equity Sched. D C $706,442 PY2024
  • Jpmcb Glob Emerg Mkt Opp Fnd Sched. D C $148M PY2024
  • Jpmcb Global Select Equity Trust Fu Sched. D C $714M PY2024
  • Jpmcb Growth Advantage Fund Sched. D C $293M PY2024
  • Jpmcb High Yield Fund Sched. D C $74.9M PY2024
  • Jpmcb Income Fund - Investment Clas Sched. D C $365M PY2024
  • Jpmcb International Equity Fund Sched. D C $84.6M PY2024
  • Jpmcb Mas Flex Alloc Equity Sched. D C $6.3M PY2024
  • Jpmcb Mas Flex Alloc Sec Sched. D C $1.4M PY2024
  • Jpmcb Strategic Property Fund Sched. D C $192M PY2024
  • Jpmcb US Small Cap Equity Blend Sched. D C $71.5M PY2024
  • Jpmcb Value Advantage Fund Sched. D C $282M PY2024
  • Segal Consulting codes 11 PY2024
  • J.P. Morgan Investment Management codes 27 28 68 $20.0M PY2023
  • ASB Capital Management LLC codes 28 $418,037 PY2023
  • Comerica codes 19 72 $324,075 PY2023
  • The Segal Company, Inc codes 11 16 $289,385 PY2023
  • O'Donoghue & O'Donoghue LLP codes 29 $279,841 PY2023
  • Calibre CPA Group, PLLC codes 10 $230,726 PY2023
  • Investment Performance Services LLC codes 27 $200,000 PY2023
  • Basys, Inc. codes 99 $176,346 PY2023
  • Congress Asset Mgmt. Co. codes 28 $125,668 PY2023
  • John Eger codes 30 $124,144 PY2023
  • Change Healthcare Operations codes 49 $103,116 PY2023
  • John Pedron codes 30 $74,385 PY2023
  • Robert Kaufman codes 30 $71,868 PY2023
  • Anna Bosmans codes 30 $67,761 PY2023
  • Teisha Price codes 30 $63,836 PY2023
  • Takia Sims codes 30 $55,468 PY2023
  • Kelly Bowden codes 30 $55,310 PY2023
  • BFI Printing and Mailing codes 49 $50,761 PY2023
  • Nixon Peabody, LLP codes 29 $49,568 PY2023
  • Jamie Winegardner codes 30 $46,631 PY2023
  • Avison Young codes 30 $41,520 PY2023
  • Neil White codes 30 $31,972 PY2023
  • Nathaniel Davis codes 30 $25,735 PY2023
  • Ntiva, Inc codes 49 $19,994 PY2023
  • Iron Mountain codes 49 $17,928 PY2023
  • Navia Benefit Solutions codes 49 $17,500 PY2023
What changed
11 events
  • Dec 31, 2024Holding endedinference
    National Automatic Sprinkler Industry Pension Fund no longer reports Jpmcb Oppor Eq Long-Short Fund (last held $141M at 2023-12-31; absent from the 2024-12-31 filing)
    with Jpmcb Oppor Eq Long-Short Fundaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    National Automatic Sprinkler Industry Pension Fund no longer reports Jpmcb Active Value Fund (last held $82M at 2023-12-31; absent from the 2024-12-31 filing)
    with Jpmcb US Active Value Fundaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Towerbrook Investors III LP no longer appears on National Automatic Sprinkler Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Towerbrook Investors III LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Snow Phipps, L.P. appears on National Automatic Sprinkler Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Snow Phipps, L.P.askebsa.dol.gov
  • Dec 31, 2023Holding started
    National Automatic Sprinkler Industry Pension Fund first reports an interest in Jpmcb Oppor Eq Long-Short Fund: $141M at 2023-12-31
    with Jpmcb Oppor Eq Long-Short Fundaskebsa.dol.gov
  • Dec 31, 2023Holding started
    National Automatic Sprinkler Industry Pension Fund first reports an interest in Jpmcb Income Fund: $425M at 2023-12-31
    with Jpmcb Income Fundaskebsa.dol.gov
  • Dec 31, 2023Holding started
    National Automatic Sprinkler Industry Pension Fund first reports an interest in Jpmcb Corporate High Yield Fund (JP Morgan Chase): $49M at 2023-12-31
    with JP Morgan Chaseaskebsa.dol.gov
  • Dec 31, 2023Holding started
    National Automatic Sprinkler Industry Pension Fund first reports an interest in Jpmcb High Yield Bond Fund: $49M at 2023-12-31
    with Jpmcb High Yield Bond Fundaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    RSM US LLP no longer appears on National Automatic Sprinkler Industry Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with RSM US LLPaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    National Automatic Sprinkler Industry Pension Fund funded ratio 103.3% -> 105.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    National Automatic Sprinkler Industry Pension Fund plan assets $4.9B -> $4.3B (-12.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526054620-001
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.