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
32bj/broadway League Pension Fund
Taft-Hartley planNEW York, NY
Assets
$76.9M
Total assets, Dec 31, 2025 reported
Funded
104.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
77
none on the tape
Plan sponsor: Board of Trustees of the 32bj/broadway League Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 17.2%
- Common/collective trusts 81.5%
Consultants and advisers
9 firms
- J.P. Morgan Investment Management Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
- PEG Global Equity Private VII LP Investment adviser (plan)through Dec 31, 2023 Form 5500
- PEG Global Private Ix Investment adviser (plan)through Dec 31, 2023 Form 5500
- Segal Actuarythrough Dec 31, 2025 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2025 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2025 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
- J.P. Morgan Chase4 rows, latest Dec 31, 2025
- JP Morgan Core Bond Fund4 rows, latest Dec 31, 2025
- JP Morgan Chase4 rows, latest Dec 31, 2025
- Jpmorgan4 rows, latest Dec 31, 2025
- JP Morgan Investment Management1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- PEG Global Private Equityplan years 2022
Commitments
77 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 Dec 31, 2025 | Jpmcb Global Select Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $8.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Core Bond Fundcollective trust | JP Morgan Core Bond Fund | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb International Equity Fundcollective trust | Jpmorgan Chase Bank | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb US Active Core Equity Fundcollective trust | Jpmorgan Chase Bank | Public equity | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Growth Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Core Plus Bond Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Value Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb High Yield Bond Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Equity Index Fundcollective trust | Jpmorgan Chase Bank | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Global Emerging Markets - Oppcollective trust | Jpmorgan Chase Bank | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Emerging Markets Fixed Income Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Mortgage Private Plmt Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Emerging Pension Trust Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Mid-Cap Equity Index Fundcollective trust | Jpmorgan Chase Bank | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb Intl Research Enhanced Eq IIcollective trust | Jpmorgan | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb US Small Cap Equity Blend Funcollective trust | Jpmorgan Chase Bank | Public equity | $749,523 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Jpmcb International Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3,955 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Select Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Plus Bond Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Core Bond Fund | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb US Active Core Equity Fundcollective trust | Jpmorgan Chase Bank | Public equity | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Growth Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Equity Index Fundcollective trust | Jpmorgan Chase Bank | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Value Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Mid-Cap Equity Index Fundcollective trust | Jpmorgan Chase Bank | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb International Equity Fundcollective trust | Jpmorgan Chase Bank | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Emerging Markets - Oppcollective trust | Jpmorgan Chase Bank | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Emerging Markets Fixed Income Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb US Small Cap Equity Blend Funcollective trust | Jpmorgan Chase Bank | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Mortgage Private Plmt Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb High Yield Bond Fundcollective trust | Jpmorgan Chase Bank | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Intl Research Enhanced Eq IIcollective trust | Jpmorgan | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Emerging Pension Trust Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb US Real Estate Securities Funcollective trust | JP Morgan Investment Management | Real estate | $290,628 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb International Advantage Fundcollective trust | Jpmorgan Chase Bank | Pooled vehicles | $3,745 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Global Select Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $7.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Core Bond Fundcollective trust | JP Morgan Core Bond Fund | Fixed income | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Investmnt Grade Fundcollective trust | JP Morgan Chase Bank | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Growth Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Value Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Core Plus Bond Fundcollective trust | JP Morgan Chase Bank | Fixed income | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb International Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb US Small Cap Equity Blend Funcollective trust | JP Morgan Chase Bank | Public equity | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Global Emerging Markets - Oppcollective trust | JP Morgan Chase Bank | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Emerging Markets Fixed Income Fundcollective trust | JP Morgan Chase Bank | Fixed income | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Equity Index Fundcollective trust | JP Morgan Chase Bank | Public equity | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Mid-Cap Equity Index Fundcollective trust | JP Morgan Chase Bank | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Emerging Pension Trust Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Mortgage Private Plmt Fundcollective trust | JP Morgan Chase Bank | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb High Yield Bond Fundcollective trust | JP Morgan Chase Bank | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb US Active Core Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $891,489 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb Intl Research Enhanced Eq IIcollective trust | Jpmorgan | Pooled vehicles | $647,559 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Jpmcb International Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $4,755 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Global Select Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Core Bond Fundcollective trust | JP Morgan Core Bond Fund | Fixed income | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb International Equity Fundcollective trust | JP Morgan Chase Bank | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Core Plus Bond Fundcollective trust | JP Morgan Chase Bank | Fixed income | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Equity Index Fundcollective trust | JP Morgan Chase Bank | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Emerging Markets Fixed Income Fundcollective trust | JP Morgan Chase Bank | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Value Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Emerging Pension Trust Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Growth Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Mid-Cap Equity Index Fundcollective trust | JP Morgan Chase Bank | Public equity | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Mortgage Private Placement Fucollective trust | JP Morgan Chase Bank | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Global Emerging Markets - Oppcollective trust | JP Morgan Chase Bank | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb US Small Cap Equity Blend Funcollective trust | JP Morgan Chase Bank | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb High Yield Bond Fundcollective trust | JP Morgan Chase Bank | Fixed income | $60,288 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb Intl Research Enhanced Eq IIcollective trust | Jpmorgan | Pooled vehicles | $40,066 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Jpmcb International Advantage Fundcollective trust | JP Morgan Chase Bank | Pooled vehicles | $4,612 held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$71.0M (2024-12) · $67.6M (2023-12) · $63.5M (2022-12)
Plan assets
$67.4M (2024-01) · $63.1M (2023-01) · $74.6M (2022-01)
Net assets
$70.4M (2024-12) · $67.4M (2023-12) · $63.3M (2022-12)
Funded ratio
103.9% (2024-01) · 103.3% (2023-01) · 107.5% (2022-01)
Contributions
$2.1M (2024-12) · $2.5M (2023-12) · $2.5M (2022-12)
Benefits paid
$4.4M (2024-12) · $4.4M (2023-12) · $4.0M (2022-12)
Net investment income
$3.1M (2024-12) · $4.1M (2023-12) · $-11.3M (2022-12)
Investment management fees
$401,386 (2024-12) · $415,450 (2023-12) · $421,719 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,492 | n/a | n/a | n/a | $76.9M | $13.2M | n/a | n/a |
| 2024 to Dec 31, 2024 | 2,366 | n/a | n/a | n/a | $71.0M | $10.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,325 | n/a | n/a | n/a | $67.6M | $6.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,210 | n/a | n/a | n/a | $63.5M | $4.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J.P Morgan Investment Mgmt Inc. codes 27 28 51 $310,318 PY2025
- Building Service 32bj Health Fund codes 10 14 50 $214,408 PY2025
- Gallagher Fiduciary Advisors LLC codes 27 50 $83,925 PY2025
- The Segal Company, Inc. codes 11 16 17 50 $72,355 PY2025
- BNY Mellon codes 19 50 $66,721 PY2025
- Proskauer Rose LLP codes 29 50 $65,860 PY2025
- Withumsmith+brown, PC codes 10 50 $42,000 PY2025
- Raab, Sturm & Ganchrow, LLP codes 29 50 $40,000 PY2025
- Segal Select Insurance Services Inc codes 22 53 $27,552 PY2025
- Schultheis & Panettieri, LLP codes 10 50 $22,549 PY2025
- Jpmorgan Chase Bank codes 49 50 $12,060 PY2025
- H&h Graphic Printing Communications codes 36 50 $8,142 PY2025
- Health Management Systems Inc codes 49 50 $6,553 PY2025
- Jpmcb Emerging Markets - Fixed Inc Sched. D C $2.0M PY2025
- Jpmcb Mortgage Private Placement Fd Sched. D C $1.5M PY2025
- Jpmcb Emerging Pension Trust Fund Sched. D C $1.2M PY2025
- Jpmcb Mid-Cap Equity Index Fund Sched. D C $1.2M PY2025
- Jpmcb Intl Research Enhanced Eq II Sched. D C $1.1M PY2025
- Jpmcb US Small Cap Equity Blend Fun Sched. D C $749,523 PY2025
- Jpmcb International Advantage Fund Sched. D C $3,955 PY2025
- Jpmcb US Real Estate Securities Fun Sched. D C PY2025
- Jpmcb Global Select Equity Fund Sched. D C $9.9M PY2025
- Jpmcb Strategic Property Fund Sched. D C $8.4M PY2025
- Jpmcb Core Bond Fund Sched. D C $7.1M PY2025
- Jpmcb International Equity Fund Sched. D C $4.3M PY2025
- Jpmcb US Active Core Equity Fund Sched. D C $3.9M PY2025
- Jpmcb Growth Advantage Fund Sched. D C $3.8M PY2025
- Jpmcb Core Plus Bond Fund Sched. D C $3.5M PY2025
- Jpmcb Value Advantage Fund Sched. D C $3.5M PY2025
- Jpmcb High Yield Bond Fund Sched. D C $3.1M PY2025
- Jpmcb Equity Index Fund Sched. D C $2.2M PY2025
- Jpmcb Global Emerging Markets - Opp Sched. D C $2.2M PY2025
- Jpmcb Corporate High Yield Fund Sched. D C $2.1M PY2025
- Segal codes 11 PY2025
- JP Morgan Investment Management Inc codes 27 28 51 $328,512 PY2024
- Building Service 32bj Health Fund codes 10 14 50 $203,944 PY2024
- Gallagher Fiduciary Advisors LLC codes 27 50 $82,874 PY2024
- The Segal Company, Inc. codes 11 16 17 50 $78,446 PY2024
- Proskauer Rose, LLP codes 29 50 $65,676 PY2024
- Withumsmith+brown, PC codes 10 50 $42,800 PY2024
- Raab, Sturm & Ganchrow, LLP codes 29 50 $40,027 PY2024
- Segal Select Ins Services, Inc. codes 22 53 $31,212 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $27,651 PY2024
- BNY Mellon codes 19 50 $16,331 PY2024
- Jpmorgan Chase Bank codes 49 50 $12,409 PY2024
- H&h Graphic Printing Communications codes 36 50 $8,926 PY2024
- Jpmcb Corporate High Yield Fund Sched. D C $2.0M PY2024
- Jpmcb Emerging Markets - Fixed Inco Sched. D C $1.8M PY2024
- Jpmcb US Small Cap Equity Blend Fun Sched. D C $1.6M PY2024
- Jpmcb Mortgage Private Placement Fu Sched. D C $1.4M PY2024
- Jpmcb High Yield Bond Fund Sched. D C $1.2M PY2024
- Jpmcb Intl Research Enhanced Eq II Sched. D C $1.1M PY2024
- Jpmcb Emerging Pension Trust Fund Sched. D C $1.1M PY2024
- Jpmcb US Real Estate Securities Fun Sched. D C $290,628 PY2024
- Jpmcb International Advantage Fund Sched. D C $3,745 PY2024
- Jpmcb Global Select Equity Fund Sched. D C $9.5M PY2024
- Jpmcb Strategic Property Fund Sched. D C $6.5M PY2024
- Jpmcb Core Plus Bond Fund Sched. D C $5.7M PY2024
- Jpmcb Core Bond Fund Sched. D C $5.3M PY2024
- Jpmcb US Active Core Equity Fund Sched. D C $3.7M PY2024
- Jpmcb Growth Advantage Fund Sched. D C $3.3M PY2024
- Jpmcb Equity Index Fund Sched. D C $3.3M PY2024
- Jpmcb Value Advantage Fund Sched. D C $3.2M PY2024
- Jpmcb Mid-Cap Equity Index Fund Sched. D C $3.1M PY2024
- Jpmcb International Equity Fund Sched. D C $3.0M PY2024
- Jpmcb Global Emerging Markets - Opp Sched. D C $2.1M PY2024
- Segal codes 11 PY2024
- BNY Mellon codes 29 50 $305,577 PY2023
- Building Service 32bj Health Fund codes 10 14 50 $231,078 PY2023
- Proskauer Rose LLP codes 29 50 $134,993 PY2023
- Gallagher Fiduciary Advisors LLC codes 27 50 $83,241 PY2023
- The Segal Company codes 11 17 50 $81,244 PY2023
- Withumsmith+brown, PC codes 10 50 $42,940 PY2023
- Raab, Sturm & Ganchrow LLP codes 29 50 $40,000 PY2023
- Segal Select Insurance Services codes 22 53 $31,569 PY2023
- H&h Graphic Printing Communications codes 36 50 $22,241 PY2023
- PEG Global Equity Private VII LP codes 27 28 51 $15,892 PY2023
- Jpmorgan Chase Bank codes 49 50 $12,673 PY2023
- PEG Global Private Ix codes 27 28 51 $6,789 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $6,637 PY2023
What changed
14 events
- Dec 31, 2025Holding endedinference32bj/broadway League Pension Fund no longer reports Jpmcb US Real Estate Securities Fun (JP Morgan Investment Management) (last held $290,628 at 2024-12-31; absent from the 2025-12-31 filing)with JP Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Holding started32bj/broadway League Pension Fund first reports an interest in Jpmcb US Real Estate Securities Fun (JP Morgan Investment Management): $290,628 at 2024-12-31with JP Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinference32bj/broadway League Pension Fund no longer reports Long Duration Investmnt Grade Fund (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Cptf Long Duration Investment Gradeaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePEG Global Equity Private VII LP no longer appears on 32bj/broadway League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with PEG Global Equity Private VII LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePEG Global Private Ix no longer appears on 32bj/broadway League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with PEG Global Private Ixaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJP Morgan Investment Management Inc appears on 32bj/broadway League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Holding endedinference32bj/broadway League Pension Fund no longer reports Jpmcb Mortgage Private Placement Fu (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with Jpmcb Mortgage Private Placement Fuaskebsa.dol.gov
- Dec 31, 2023Holding started32bj/broadway League Pension Fund first reports an interest in Jpmcb US Active Core Equity Fund: $891,489 at 2023-12-31with Jpmcb US Active Core Equity Fundaskebsa.dol.gov
- Dec 31, 2023Holding started32bj/broadway League Pension Fund first reports an interest in Jpmcb Mortgage Private Plmt Fund: $1M at 2023-12-31with Jpmcb Mortgage Private Plmt Fundaskebsa.dol.gov
- Dec 31, 2023Holding started32bj/broadway League Pension Fund first reports an interest in Long Duration Investmnt Grade Fund: $4M at 2023-12-31with Cptf Long Duration Investment Gradeaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPEG Global Equity Private VII LP appears on 32bj/broadway League Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with PEG Global Equity Private VII LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJpmorgan no longer appears on 32bj/broadway League Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changed32bj/broadway League Pension Fund funded ratio 107.5% -> 103.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changed32bj/broadway League Pension Fund plan assets $75M -> $63M (-15.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131998219-001
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.