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

32bj North Pension Fund

Taft-Hartley planNEW York, NY
Assets
$589M
Total assets, Dec 31, 2025 reported
Funded
104.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
30
15 managers on Schedule C
Plan sponsor: Board of Trustees 32bj North Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 1.3%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 4.1%
  • Other investments 0.1%
  • Partnership/joint venture interests 16.0%
  • Common/collective trusts 39.1%
  • Registered investment companies 21.0%
  • Common stock 6.5%
  • Preferred stock 0.1%
  • Real estate (other than employer real property) 8.3%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
30 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Longview Total Market 1500 Idx Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$81.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$36.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$16.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025SS Msci Emerging Mkts Ex China Nl Ccollective trustState Street Global AdvisorsPooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Total Market 1500 Idx Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$81.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$18.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SS Msci Emerging Mkts Ex China Nl Ccollective trustState Street Global AdvisorsPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Total Market 1500 Idx Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$83.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$19.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Total Market 1500 Idx Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$76.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Altrinsic Collective Investment Trucollective trustAltrinsic Collective Investment TruPooled vehicles$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GQG Partners International Equitycollective trustReliance Trust CompanyPublic equity$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Driehaus Emerging Markets Growthcollective trustDriehaus Capital Management LLCPublic equity$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Long US Treasury Index Nl Fundcollective trustState Street - Russell 2000Fixed income$18.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$14.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street S&p Global Largemidcapcollective trustState Street Global Advisors TrustPooled vehicles$13.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
40 readings
Total assets
$589M Dec 31, 2025 reported Form 5500
$529M (2024-12) · $497M (2023-12) · $456M (2022-12)
Plan assets
$524M Jan 1, 2025 reported Form 5500
$492M (2024-01) · $452M (2023-01) · $508M (2022-01)
Net assets
$589M Dec 31, 2025 reported Form 5500
$529M (2024-12) · $495M (2023-12) · $455M (2022-12)
Funded ratio
104.3% Jan 1, 2025 reported Form 5500
101.8% (2024-01) · 98.3% (2023-01) · 99.1% (2022-01)
Participants
15,472 Jan 1, 2025 reported Form 5500
15,235 (2024-01) · 15,086 (2023-01) · 14,789 (2022-01)
Contributions
$26.4M Dec 31, 2025 reported Form 5500
$28.7M (2024-12) · $26.7M (2023-12) · $27.0M (2022-12)
Benefits paid
$32.5M Dec 31, 2025 reported Form 5500
$31.0M (2024-12) · $31.4M (2023-12) · $27.9M (2022-12)
Net investment income
$59.9M Dec 31, 2025 reported Form 5500
$33.3M (2024-12) · $40.6M (2023-12) · $-55.8M (2022-12)
Investment management fees
$1.2M Dec 31, 2025 reported Form 5500
$1.4M (2024-12) · $1.1M (2023-12) · $1.0M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 202515,472n/an/an/a$589M$94.2Mn/a$48.9M
2024 to Dec 31, 202415,235n/an/an/a$529M$68.6Mn/a$40.6M
2023 to Dec 31, 202315,086n/an/an/a$497M$57.7Mn/a$33.5M
2022 to Dec 31, 202214,789n/an/an/a$456M$50.0Mn/a$41.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
21 events
  • Dec 31, 2025Manager relationship started
    Harbourvest Partners LP appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Harbourvest Partners LPaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    Altrinsic Global Advisors, LLC appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Altrinsic Global Advisors LLCaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    Grain Management, LLC appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Grain Management Capitalaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    Crow Holding Capital Partners, LLC no longer appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Crow Holdings Capitalaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    ISQ Gbl Infrstructure Fd III appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with ISQ Global Infrastructure Fund IIIaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    Global Infrastructure Partners appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Global Infrastructure Partnersaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    Parnassus Investments, LLC appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Parnassusaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinference
    Altrinsic Collective Investment Tru no longer appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
    with Altrinsic Collective Investment Truaskebsa.dol.gov
  • Dec 31, 2025Consultant changedinference
    The Segal Company appears on 32bj North Pension Fund's Schedule C as general consultant (plan year 2025 vs 2024)
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Dec 31, 2025Assets changed
    32bj North Pension Fund total assets $529M -> $589M (+11.4%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    32bj North Pension Fund funded ratio 101.8% -> 104.3% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding started
    32bj North Pension Fund first reports an interest in SS Msci Emerging Mkts Ex China Nl C: $5M at 2024-12-31
    with SS Msci Emerging Mkts Ex China Nl Caskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Altrinsic Collective Investment Tru appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Altrinsic Collective Investment Truaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    The Northern Trust Company appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    32bj North Pension Fund funded ratio 98.3% -> 101.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Health Management Systems, Inc. appears on 32bj North Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Health Management Systems, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Rreef America L.L.C. appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rreef America Reit II, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Grain Management, LLC no longer appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Grain Management Capitalaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    JP Morgan Investment Management appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    The Northern Trust Company no longer appears on 32bj North Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    32bj North Pension Fund plan assets $508M -> $452M (-11.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131819138-001
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.