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
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
Taft-Hartley planNorth Brunswick, NJ
Assets
$124M
Total assets, Oct 31, 2025 reported
Funded
21.7%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
4
none on the tape
Plan sponsor: Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 69.1%
- U.S. Government securities 10.2%
- Other investments 1.3%
- Partnership/joint venture interests 2.1%
- 103-12 investment entities 4.2%
- Common/collective trusts 5.5%
- Registered investment companies 3.9%
- Common stock 0.6%
Consultants and advisers
4 firms
- Nepc, LLC Investment adviser (plan)through Oct 31, 2023 Form 5500
- JBM Computer Consultants General consultantthrough Oct 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2024 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Oct 31, 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 Inde1 rows, latest Oct 31, 2025
From Schedule C (investment management, code 28)
- Bank of New York Mellonplan years 2023
- International Real Estate Corporatiplan years 2023
- Ziegler Capital Management, LLCplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
- Great Lakes Advisorsplan years 2023
- Loomis Sayles Trust Companyplan years 2023
Commitments
4 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 Oct 31, 2025 | Global Equity Long-Only Fund LP103 12 ie | Fiera Capital Inc. | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $6.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Global Equity Long-Only Fund LPcollective trust | Fiera Capital Inc. | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Global Equity Long-Only Fund LPcollective trust | Fiera Capital Inc. | Public equity | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$266,987 (2024-10) · $224,849 (2023-10)
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 Oct 31, 2025 | 1,048 | n/a | n/a | n/a | $124M | $2.6M | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,092 | n/a | n/a | n/a | $124M | $6.9M | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,122 | n/a | n/a | n/a | $120M | $2.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Loomis Sayles Trust Company codes 28 51 $141,806 PY2024
- Nepc, LLC codes 27 51 $56,331 PY2024
- Amalgamated Bank codes 19 50 $52,309 PY2024
- First Actuarial Consulting Team Lcc codes 11 50 $39,250 PY2024
- Mspc codes 10 50 $26,637 PY2024
- Great Lakes Advisors codes 28 51 $25,135 PY2024
- JBM Computer Consultants, Inc. codes 16 50 $18,620 PY2024
- Slevin & Hart, PC codes 29 50 $18,501 PY2024
- Intercontinental Real Estate Corp. codes 28 51 $18,390 PY2024
- Cohen Leder Montalbano Connaughton codes 29 50 $16,170 PY2024
- Wells Fargo Bank, N.A. codes 49 50 $16,089 PY2024
- Ernest Soehl codes 20 50 $10,800 PY2024
- Lamar Beinhower codes 20 50 $10,800 PY2024
- Segall Bryant & Hamill codes 28 51 $7,988 PY2024
- Global Equity Long-Only Fund LP Sched. D E $5.2M PY2024
- Northern Trust Collective S&p 500 Sched. D C $6.8M PY2024
- First Actuarial Consulting, Inc. codes 11 PY2024
- Loomis Sayles Trust Company codes 28 51 $161,910 PY2023
- Prezioso, Giancarlo codes 30 50 $66,703 PY2023
- Nepc, LLC codes 27 51 $54,701 PY2023
- Amalgamated Bank codes 19 50 $45,623 PY2023
- First Actuarial Consulting Team Lcc codes 11 50 $39,493 PY2023
- Cohen Leder Montalbano Connaughton codes 29 50 $35,511 PY2023
- Nillie Lake codes 30 50 $32,511 PY2023
- Mspc codes 10 50 $30,916 PY2023
- Great Lakes Advisors codes 28 51 $27,347 PY2023
- Slevin & Hart, PC codes 29 50 $23,634 PY2023
- JBM Computer Consultants, Inc. codes 16 50 $20,299 PY2023
- Intercontinental Real Estate Corp. codes 28 51 $18,483 PY2023
- Wells Fargo Bank, N.A. codes 49 50 $11,891 PY2023
- Ernest Soehl codes 20 50 $10,800 PY2023
- Lamar Beinhower codes 20 50 $10,800 PY2023
- Segall Bryant & Hamill codes 28 51 $7,384 PY2023
- R.C. Lain, Inc. codes 22 PY2023
- Global Equity Long-Only Fund LP Sched. D C $4.5M PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- Loomis Sayles Trust Company codes 28 51 $73,890 PY2022
- Nepc, LLC codes 27 51 $52,653 PY2022
- Prezioso, Giancarlo codes 30 50 $51,847 PY2022
- The Bank of New York Mellon codes 28 51 $38,922 PY2022
- Cohen Leder Montalbano Connaughton codes 29 50 $35,783 PY2022
- First Actuarial Consulting Team Lcc codes 11 50 $35,208 PY2022
- Intercontinental Real Estate Corp. codes 28 51 $23,041 PY2022
- Ziegler Capital Management codes 28 51 $21,052 PY2022
- Slevin & Hart, PC codes 29 50 $21,018 PY2022
- Mspc codes 10 50 $19,888 PY2022
- JBM Computer Consultants, Inc. codes 16 50 $19,533 PY2022
- Lamar Beinhower codes 20 50 $10,800 PY2022
- Ernest Soehl codes 20 50 $10,800 PY2022
- Great Lakes Advisors codes 28 51 $7,401 PY2022
- Segall Bryant & Hamill codes 28 51 $7,140 PY2022
- R.C. Lain, Inc. codes 22 PY2022
- Global Equity Long-Only Fund LP Sched. D C $3.6M PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
7 events
- Oct 31, 2025Holding startedBakery Drivers & Salesmen Local 194 & Industry Pension Fund first reports an interest in NT Collective S&p 500 Index Fund (Northern Trust Collective Eafe Inde): $7M at 2025-10-31with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Nov 1, 2024Funded status changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund funded ratio 18.3% -> 21.7% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund plan assets $18M -> $20M (+14.8%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Manager relationship endedinferenceZiegler Capital Management no longer appears on Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ziegler Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Bank of New York Mellon no longer appears on Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of New York Mellonaskebsa.dol.gov
- Nov 1, 2023Funded status changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund funded ratio 24.7% -> 18.3% (2022-11-01 to 2023-11-01)
- Nov 1, 2023Assets changedBakery Drivers & Salesmen Local 194 & Industry Pension Fund plan assets $22M -> $18M (-18.5%, 2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226255484-001
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.