Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan
Taft-Hartley plan, based in West Trenton, New Jersey, reporting $410M in assets, for 3,334 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan total assets $370M -> $410M (+10.9%, 2024-02-28 to 2025-02-28).
1 more adviser, 6 more managers, 27 more commitments and 6 more dated events
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- Crescent Capital Trust II3 commitments
- Blackrock Russell 1000 Growth Index3 commitments
- Blackrock Russell 1000 Value Index3 commitments
- Blackrock12 commitments
- Crescent Capital3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
59 connected entities30 observed commitments18 repeat counterparties22 dated commitments shown here, 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.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›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
- Interest-bearing cash 1.4%
- Corporate debt instruments (other) 1.2%
- U.S. Government securities 3.0%
- Insurance company general account 18.0%
- Partnership/joint venture interests 1.5%
- Common/collective trusts 68.9%
- Pooled separate accounts 1.7%
- Common stock 4.0%
Consultants and advisers
- Reynolds Consulting Services, LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Feb 28, 2023 Form 5500
- PNC Bank Custodianthrough Feb 28, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock12 rows, latest Feb 28, 2025
- Crescent Capital3 rows, latest Feb 28, 2025
- Prudential Insurance Company of Ame3 rows, latest Feb 28, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Crescent Capitalplan years
- Clearbridgeplan years
- Blackrockplan years
+13 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Feb 28, 2025Assets changedRefrigeration, A/c & Service Div. (ua-Nj) Pension Plan total assets $370M -> $410M (+10.9%, 2024-02-28 to 2025-02-28)
- Mar 1, 2024Funded status changedRefrigeration, A/c & Service Div. (ua-Nj) Pension Plan funded ratio 94.9% -> 101.8% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedRefrigeration, A/c & Service Div. (ua-Nj) Pension Plan plan assets $324M -> $370M (+14.1%, 2023-03-01 to 2024-03-01)
- Feb 28, 2024Holding startedRefrigeration, A/c & Service Div. (ua-Nj) Pension Plan first reports an interest in GCM Grosvenor (Grosvenor): $5M at 2024-02-28with Grosvenoraskebsa.dol.gov
- Feb 28, 2024Holding endedinferenceRefrigeration, A/c & Service Div. (ua-Nj) Pension Plan no longer reports Invesco International Select Equity (Invesco Trust Company) (last held $3M at 2023-02-28; absent from the 2024-02-28 filing)with Invesco Trust Companyaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Crescent Capital Trust IIcollective trust | Crescent Capital | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Blackrock Russell 1000 Growth Indexcollective trust | Blackrock | Pooled vehicles | $67.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2025 | Blackrock Russell 1000 Value Indexcollective trust | Blackrock | Pooled vehicles | $51.7M held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Feb 28, 2025 | 3,334 | Not disclosed | Not disclosed | n/a | $410M | $6.2M | Not disclosed | Not disclosed |
| 2023 to Feb 28, 2024 | 3,163 | Not disclosed | Not disclosed | n/a | $370M | $12.6M | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 3,036 | Not disclosed | Not disclosed | n/a | $324M | $32.6M | Not disclosed | Not disclosed |
- Crescent Capital Group LP codes 28 $753,850 PY2024
- I.E. Shaffer & Co. codes 13 $472,969 PY2024
- Boyd Watterson Asset Management codes 28 $212,873 PY2024
+86 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan sits on 17 traced paths of capital across the graphs.
DFX traced 17 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2025-02-28source on record
- Funded status changed2024-03-01source on record
- Total assets changed2024-03-01source on record
+8 more changes on this record's ledger
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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
+21 connections on the graph
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