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 147 Construction Workers Retirement Plan
Taft-Hartley planHopatcong, NJ
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
128.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
2 managers on Schedule C
Plan sponsor: Local 147 Construction Workers Retirement Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Corporate debt instruments (other) 15.0%
- U.S. Government securities 22.8%
- Registered investment companies 54.3%
- Common stock 6.4%
Consultants and advisers
3 firms
- Investment Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- Virtus Partners Incplan years 2024
- SLC Managementplan years 2024
- Seix Investment Advisorsplan years 2023
- Boyd Watterson Asset Managementplan years 2022
- Congress Asset Managementplan years 2022
- Macquarie Groupplan years 2022
- Ryan Labs Asset Managementplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$382,607 (2023-12) · $404,872 (2022-12)
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 Dec 31, 2024 | 1,493 | n/a | n/a | n/a | $180M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,507 | n/a | n/a | n/a | $172M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,526 | n/a | n/a | n/a | $162M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Macquarie codes 28 51 68 $111,146 PY2024
- Basil Castrovinci Associates codes 14 50 $97,200 PY2024
- Investment Consulting Services, LLC codes 27 50 $91,757 PY2024
- Seix Investment Advisors LLC codes 28 51 $81,195 PY2024
- Milliman, Inc. codes 11 16 50 $71,086 PY2024
- SLC Management codes 28 51 $57,171 PY2024
- Congress Asset Management codes 28 51 68 $46,747 PY2024
- Amalgamated Bank codes 19 50 $29,614 PY2024
- Gould, Kobrick & Schlapp, P.C. codes 10 50 $25,000 PY2024
- Manning and Russo, LLC codes 29 50 $24,000 PY2024
- Mspc, CPAS and Advisors, P.C. codes 10 50 $22,635 PY2024
- Milliman codes 11 PY2024
- Basil Castrovinci Associated codes 14 50 $97,200 PY2023
- Investment Consulting Services, LLC codes 27 50 $91,840 PY2023
- Macquarie codes 28 51 68 $77,699 PY2023
- Ryan Labs Asset Management codes 28 51 $76,644 PY2023
- Milliman, Inc codes 11 16 50 $60,000 PY2023
- Congress Asset Management codes 28 51 68 $41,974 PY2023
- Seix Investment Advisors LLC codes 28 51 $38,631 PY2023
- Amalgamated Bank codes 19 50 $31,756 PY2023
- Boyd Watterson Asset Management codes 28 51 $27,274 PY2023
- Mspc, Cpa's and Advisors, P.C. codes 10 50 $25,000 PY2023
- Manning and Russo, LLC codes 29 50 $24,000 PY2023
- Milliman codes 11 PY2023
- Basil Castrovinci Associated codes 14 50 $97,200 PY2022
- Investment Consulting Services, LLC codes 27 50 $91,276 PY2022
- Ryan Labs Asset Management codes 28 51 $82,220 PY2022
- Macquarie codes 28 51 68 $81,658 PY2022
- Milliman, Inc codes 11 16 50 $60,000 PY2022
- Boyd Watterson Asset Management codes 28 51 $59,967 PY2022
- Amalgamated Bank codes 19 50 $45,162 PY2022
- Congress Asset Management codes 28 51 68 $44,589 PY2022
- Mspc, Cpa's and Advisors, P.C. codes 10 50 $25,000 PY2022
- Manning and Russo, LLC codes 29 50 $24,000 PY2022
- Milliman codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship endedinferenceRyan Labs Asset Management no longer appears on Local 147 Construction Workers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ryan Labs Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSLC Management appears on Local 147 Construction Workers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with SLC Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBoyd Watterson Asset Management no longer appears on Local 147 Construction Workers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Boyd Watterson Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedLocal 147 Construction Workers Retirement Plan funded ratio 124.1% -> 128.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedSeix Investment Advisors LLC appears on Local 147 Construction Workers Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Seix Investment Advisorsaskebsa.dol.gov
- Jan 1, 2023Funded status changedLocal 147 Construction Workers Retirement Plan funded ratio 150.2% -> 124.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 147 Construction Workers Retirement Plan plan assets $191M -> $162M (-15.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136528181-001
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.