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

Pension Fund of Amalgamated Industrial and Toy & Novelty Workers of America Local 223

Taft-Hartley planValley Stream, NY
Assets
n/a
n/a
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Pension Fund of Ait&nw of America, Local 223
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
4 readings
Participants
1,627 Jul 1, 2022 reported Form 5500
Benefits paid
$657,783 Jun 30, 2023 reported Form 5500
Net investment income
$-803,882 Jun 30, 2023 reported Form 5500
Investment management fees
$12,658 Jun 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 30, 20231,627n/an/an/an/an/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Eastern States Joint Board codes 49 $53,360 PY2022
  • Barnes Iaccarino & Shepherd LLP codes 29 $25,000 PY2022
  • Dickinson Group LLC codes 11 $21,667 PY2022
  • Buchbinder Tunick & Co., LLP codes 10 $21,243 PY2022
  • Quan-Vest Consultants, Inc. codes 27 $9,000 PY2022
  • TPA Computer Corp codes 49 $5,064 PY2022
  • Longview Midcap 400 Index Fund Sched. D C PY2022
  • Longview Largecap 500 Index Fund Sched. D C PY2022
  • Blackrock Msci Acwi Ex US Index Fun Sched. D C PY2022
  • Invesco Core Plus Fixed Income Trus Sched. D C PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131798229-001
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.