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

League - Atpam Pension Fund

Taft-Hartley planEnglewood Cliffs, NJ
Assets
$78.0M
Total assets, Aug 31, 2023 reported
Funded
79.5%
Sep 1, 2022
Private markets target
n/a
policy Aug 31, 2023
Commitments
4
none on the tape
Plan sponsor: Board of Trustees League - Atpam Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 1.9%
  • Other investments 23.5%
  • Common/collective trusts 23.4%
  • Pooled separate accounts 9.4%
  • Registered investment companies 17.2%
  • Common stock 9.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Wtc-Ctf International Opportunitiescollective trustWellingtonPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023ASB Labor Equity Index Fundcollective trustAfl-Cio Equity FundPublic equity$7.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$78.0M Aug 31, 2023 reported Form 5500
Plan assets
$69.9M Sep 1, 2022 reported Form 5500
Net assets
$70.4M Aug 31, 2023 reported Form 5500
Funded ratio
79.5% Sep 1, 2022 reported Form 5500
Participants
630 Sep 1, 2022 reported Form 5500
Contributions
$3.7M Aug 31, 2023 reported Form 5500
Benefits paid
$5.3M Aug 31, 2023 reported Form 5500
Net investment income
$496,666 Aug 31, 2023 reported Form 5500
Investment management fees
$477,270 Aug 31, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Aug 31, 2023630n/an/an/a$78.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 122928856-001
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.