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 2066 Pension Fund

Taft-Hartley planParsippany, NJ
Assets
$3.6M
Total assets, Apr 30, 2025 reported
Funded
83.4%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
6
none on the tape
Plan sponsor: Joint Board of Trustees Local 2066
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.7%
  • Common/collective trusts 37.1%
  • Registered investment companies 55.2%
Consultants and advisers
2 firms
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
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$562,948 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$757,598 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$564,574 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$685,422 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$753,834 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$741,513 heldDisclosed holdingaskebsa.dol.gov
Size and funding
23 readings
Total assets
$3.6M Apr 30, 2025 reported Form 5500
$3.6M (2024-04) · $3.7M (2023-04)
Plan assets
$4.0M May 1, 2024 reported Form 5500
$4.0M (2023-05)
Net assets
$3.5M Apr 30, 2025 reported Form 5500
$3.6M (2024-04) · $3.6M (2023-04)
Funded ratio
83.4% May 1, 2024 reported Form 5500
83.4% (2023-05)
Participants
192 May 1, 2024 reported Form 5500
205 (2023-05) · 223 (2022-05)
Benefits paid
$353,367 Apr 30, 2025 reported Form 5500
$339,835 (2024-04) · $336,755 (2023-04)
Net investment income
$-76,911 Apr 30, 2025 reported Form 5500
$-27,319 (2024-04) · $-367,756 (2023-04)
Investment management fees
$22,253 Apr 30, 2025 reported Form 5500
$19,202 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025192n/an/an/a$3.6Mn/an/an/a
2023 to Apr 30, 2024205n/an/an/a$3.6Mn/an/an/a
2022 to Apr 30, 2023223n/an/an/a$3.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226171510-001
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.