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
H.F.I.A.W. Local No. 32 - Pension Trust Fund
Taft-Hartley planHopatcong, NJ
Assets
$90.3M
Total assets, Dec 31, 2024 reported
Funded
96.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (other) 22.6%
- U.S. Government securities 24.8%
- Partnership/joint venture interests 7.9%
- Common stock 41.8%
Consultants and advisers
2 firms
- Wells Fargo Investment adviser (plan)through Dec 31, 2022 Form 5500
- Basil Castrovinci Associates Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
- Gamcoplan years 2022
- Blackstoneplan years 2022
- Wakefield Asset Managementplan years 2022
- Atalanta Sosnoffplan years 2022
- Siguler Guff Advisorsplan years 2022
- MD Sassplan years 2022
- Banner Ridgeplan years 2022
- Newtower Trust Companyplan years 2022
- Hardman Johnston Global Advisorsplan 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
$497,820 (2023-12) · $543,861 (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 | 414 | n/a | n/a | n/a | $90.3M | $7.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 493 | n/a | n/a | n/a | $84.5M | $5.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 519 | n/a | n/a | n/a | $79.2M | $3.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Basil Castrovinci Assoc codes 11 13 50 $197,678 PY2024
- Gamco codes 28 51 $127,229 PY2024
- Atalanta Sosnoff codes 28 51 $90,550 PY2024
- Johnston Asset Management codes 51 $74,113 PY2024
- Banner Ridge codes 28 52 $60,000 PY2024
- Wakefield Asset Management codes 28 51 $46,569 PY2024
- RBC Wealth Management codes 27 51 $42,095 PY2024
- Siguler Guff Advisors codes 28 52 $37,756 PY2024
- Mets Schiro & Mcgovern codes 29 50 $36,041 PY2024
- MD Sass codes 28 51 $33,723 PY2024
- Mspc Certified Public Accountants codes 10 50 $31,612 PY2024
- Basil Castrovinci Associates, Inc. codes 11 PY2024
- Basil Castrovinci Assoc codes 11 13 50 $192,060 PY2023
- Gamco codes 28 51 $139,675 PY2023
- Johnston Asset Management codes 28 51 $69,585 PY2023
- Atalanta Sosnoff codes 28 51 $60,244 PY2023
- Blackstone Alt Asset Mgmt codes 28 51 $41,112 PY2023
- RBC Wealth Management codes 27 51 $39,419 PY2023
- MD Sass codes 28 51 $39,159 PY2023
- Wakefield Asset Management codes 28 51 $38,446 PY2023
- Siguler Guff Advisors codes 28 52 $37,900 PY2023
- Mets Schiro & Mcgovern codes 29 50 $33,611 PY2023
- Mspc Certified Public Accountants codes 10 50 $33,275 PY2023
- Banner Ridge codes 28 52 $30,000 PY2023
- Basil Castrovinci Associates, Inc. codes 11 PY2023
- Basil Castrovinci Assoc codes 11 13 50 $186,015 PY2022
- Gamco codes 28 51 $149,675 PY2022
- Johnston Asset Management codes 28 51 $84,785 PY2022
- Blackstone Alt Asset Mgmt codes 28 51 $50,531 PY2022
- Wakefield Asset Management codes 28 51 $47,042 PY2022
- RBC Wealth Management codes 27 51 $41,969 PY2022
- Atalanta Sosnoff codes 28 51 $37,329 PY2022
- Siguler Guff Advisors codes 28 52 $36,338 PY2022
- Mets Schiro & Mcgovern codes 29 50 $35,312 PY2022
- MD Sass codes 28 51 $35,225 PY2022
- Mspc codes 10 50 $33,135 PY2022
- Banner Ridge codes 28 52 $30,000 PY2022
- New Tower Trust Company codes 28 51 $29,288 PY2022
- Multiemployer Property Trust Sched. D C PY2022
- Basil Castrovinci Associates, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceBlackstone Alt Asset Mgmt no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackstoneaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJohnston Asset Management no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Hardman Johnston Global Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedH.F.I.A.W. Local No. 32 - Pension Trust Fund funded ratio 91.1% -> 96.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceNew Tower Trust Company no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Newtower Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedH.F.I.A.W. Local No. 32 - Pension Trust Fund funded ratio 104.8% -> 91.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedH.F.I.A.W. Local No. 32 - Pension Trust Fund plan assets $89M -> $79M (-11.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 221715513-001
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.