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
Pressmens Publishers Pension Fund
Taft-Hartley planNEW York, NY
Assets
$97.1M
Total assets, Mar 31, 2025 reported
Funded
77.3%
Apr 1, 2022
Private markets target
n/a
policy Mar 31, 2025
Commitments
9
none on the tape
Plan sponsor: Pressmens Publishers Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Other investments 4.1%
- Partnership/joint venture interests 10.7%
- 103-12 investment entities 4.3%
- Common/collective trusts 31.8%
- Registered investment companies 2.9%
- Common stock 4.2%
Consultants and advisers
4 firms
- Segal Consulting General consultantthrough Mar 31, 2025 Form 5500
- Quan Vest Consultants Investment adviser (plan)through Mar 31, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Mar 31, 2023 Form 5500
- Bank of America Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20003 rows, latest Mar 31, 2025
- Afl-Cio Equity Fund3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Wedge Capitalplan years 2023
- Washington Capital Management, Inc.plan years 2023
- Intech Investment Managementplan years 2023
- Boyd Watterson Asset Managementplan years 2023
Commitments
9 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 Mar 31, 2025 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Intech Risk Mgd Broad Lrg Cap Grth103 12 ie | Janus Capital Management | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $25.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Intech Risk Mgd Broad Lrg Cap Grth103 12 ie | Janus Capital Management | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | US Aggregate Bond Index Nl Fundcollective trust | State Street - Russell 2000 | Fixed income | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Intech Risk Mgd Broad Lrg Cap Grth103 12 ie | Janus Capital Management | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
24 readings
Plan assets
Funded ratio
Investment management fees
$100,913 (2024-03) · $120,892 (2023-03)
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 Mar 31, 2025 | 811 | n/a | n/a | n/a | $97.1M | $10.4M | n/a | n/a |
| 2023 to Mar 31, 2024 | 856 | n/a | n/a | n/a | $79.7M | $14.1M | n/a | n/a |
| 2022 to Mar 31, 2023 | 908 | n/a | n/a | n/a | $81.0M | $17.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Proskauer Rose LLP codes 29 50 $202,960 PY2024
- C & R Consulting, Inc. codes 13 50 $54,500 PY2024
- First Actuarial Consulting Team codes 11 50 $52,650 PY2024
- Fuiman Mogila, LLP codes 29 50 $51,975 PY2024
- Quan-Vest Consultants, Inc. codes 27 50 $47,938 PY2024
- Novak Francella LLC codes 10 50 $25,817 PY2024
- Marshall & Moss codes 13 15 50 $25,750 PY2024
- Wedge Capital Management codes 28 51 68 $21,205 PY2024
- Bank of America codes 19 50 72 $17,055 PY2024
- Washington Capital Management Inc codes 28 51 68 $15,000 PY2024
- Segal Consulting codes 16 50 $12,908 PY2024
- Boyd Watterson Asset Management LLC codes 28 52 PY2024
- U.S. Aggregate Bond Market Index Nl Sched. D C $12.0M PY2024
- ASB Labor Equity Index Fund Sched. D C $18.9M PY2024
- Intech Risk Mgd Broad Lrg Cap Grth Sched. D E $4.2M PY2024
- Proskauer Rose LLP codes 29 50 $145,336 PY2023
- First Actuarial Consulting Team codes 11 50 $124,575 PY2023
- C & R Consulting, Inc. codes 13 50 $68,000 PY2023
- Quan-Vest Consultants, Inc. codes 27 50 $56,654 PY2023
- O'Dwyer & Bernstein, LLP codes 29 50 $38,583 PY2023
- Novak Francella LLC codes 10 50 $31,493 PY2023
- Washington Capital Management Inc codes 28 51 68 $22,500 PY2023
- Bank of America codes 19 50 72 $18,375 PY2023
- Wedge Capital Management codes 28 51 68 $17,808 PY2023
- Boyd Watterson Asset Management LLC codes 28 52 PY2023
- ASB Labor Equity Index Fund Sched. D C $25.8M PY2023
- Intech Risk Mgd Broad Lrg Cap Grth Sched. D E $4.0M PY2023
- U.S. Aggregate Bond Market Index Nl Sched. D C $9.1M PY2023
- Proskauer Rose LLP codes 29 50 $278,798 PY2022
- First Actuarial Consulting Team codes 11 50 $87,550 PY2022
- C & R Consulting, Inc. codes 13 50 $68,000 PY2022
- Quan-Vest Consultants, Inc. codes 27 50 $59,796 PY2022
- O'Dwyer & Bernstein, LLP codes 29 50 $50,140 PY2022
- Bank of America codes 19 50 72 $35,271 PY2022
- Novak Francella LLC codes 10 50 $34,710 PY2022
- Wedge Capital Management codes 28 51 68 $19,824 PY2022
- Washington Capital Management Inc codes 28 51 68 $6,000 PY2022
- Boyd Watterson Asset Management LLC codes 28 52 PY2022
- Intech Investment Management LLC codes 28 52 PY2022
- U.S. Aggregate Bond Market Index Nl Sched. D C $10.2M PY2022
- ASB Labor Equity Index Fund Sched. D C $23.1M PY2022
- Intech Risk Mgd Broad Lrg Cap Grth Sched. D E $3.1M PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
3 events
- Mar 31, 2025Assets changedPressmens Publishers Pension Fund total assets $80M -> $97M (+21.8%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Consultant changedinferenceSegal Consulting appears on Pressmens Publishers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Segal Consultingaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceIntech Investment Management LLC no longer appears on Pressmens Publishers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Intech Investment Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136121627-001
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.