Local 734 Pension Fund
Taft-Hartley plan, based in Iselin, New Jersey, reporting $50.4M in assets, for 2,038 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Segal Company (eastern States) appears on Local 734 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
2 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment3 commitments
- BNY Mellon3 commitments
Relationship network
19 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
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›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 5.6%
- Corporate debt instruments (preferred) 6.5%
- U.S. Government securities 11.7%
- Common/collective trusts 1.3%
- Registered investment companies 47.1%
- Common stock 23.5%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Sep 30, 2025 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Sep 30, 2023 Form 5500
- Bank of New York Mellon Custodianthrough Sep 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon3 rows, latest Sep 30, 2025
- Atalanta Sosnoff Capitalplan years 2023
- Lord, Abbett & Co LLCplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceThe Segal Company (eastern States) appears on Local 734 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Oct 1, 2024Funded status changedLocal 734 Pension Fund funded ratio 39.7% -> 36.2% (2023-10-01 to 2024-10-01)
- Oct 1, 2023Funded status changedLocal 734 Pension Fund funded ratio 43.6% -> 39.7% (2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $648,142 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 2,038 | Not disclosed | Not disclosed | n/a | $50.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 2,147 | Not disclosed | Not disclosed | n/a | $55.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 2,213 | Not disclosed | Not disclosed | n/a | $55.1M | Not disclosed | Not disclosed | Not disclosed |
- The Segal Company (eastern States) codes 11 17 50 $229,498 PY2024
- Morgan Stanley Graystone codes 27 51 $91,694 PY2024
- Kroll Heineman Ptasiewicz & Parsons codes 29 50 $60,000 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 734 Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-10-01source on record
- Funded status changed2023-10-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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