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

Legacy Plan of the National Retirement Fund

Taft-Hartley planWhite Plains, NY
Assets
$1.9B
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
30
1 managers on Schedule C
Plan sponsor: BD of Trustees-Legacy Plan of the National Retirement Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Corporate debt instruments (other) 3.9%
  • Other investments 1.1%
  • Partnership/joint venture interests 24.6%
  • 103-12 investment entities 9.0%
  • Common/collective trusts 45.7%
  • Registered investment companies 3.6%
  • Common stock 8.2%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 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, 2024Lord Abbett Small Cap Growth Equitycollective trustGreat GayVenture$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$328M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Dimensional Micro Cap Subtrust103 12 ieDFA - the Small Cap SubtrustPooled vehicles$38.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$129M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$136M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Ultra 1 Construction Loancollective trustAmalgamated Bank of New YorkPrivate credit$492,505 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$104M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Core Plus Fixed Income Funcollective trustAmalgamated Bank of New YorkFixed income$50.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap Plus Fundcollective trustAmalgamated BankPooled vehicles$2.1B heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lord Abbett Small Cap Growth Equitycollective trustGreat GayVenture$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$352M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Dimensional Micro Cap Subtrust103 12 ieDFA - the Small Cap SubtrustPooled vehicles$34.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$113M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$120M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Ultra 1 Construction Loancollective trustAmalgamated Bank of New YorkPrivate credit$252,702 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$96.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Core Plus Fixed Income Funcollective trustAmalgamated Bank of New YorkFixed income$48.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Emerg Mkts Growth Collective Fundcollective trustWilliam Blair Investment ManagementPooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap Plus Fundcollective trustAmalgamated BankPooled vehicles$209M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$338M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Dimensional Micro Cap Subtrust103 12 ieDFA - the Small Cap SubtrustPooled vehicles$29.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$107M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$103M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Ultra 1 Construction Loancollective trustAmalgamated Bank of New YorkPrivate credit$709,487 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$82.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Core Plus Fixed Income Funcollective trustAmalgamated Bank of New YorkFixed income$55.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Emerg Mkts Growth Collective Fundcollective trustWilliam Blair Investment ManagementPooled vehicles$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap Plus Fundcollective trustAmalgamated BankPooled vehicles$186M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lord Abbett Small Cap Growth Equitycollective trustGreat GayVenture$9.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.9B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.7B (2022-12)
Plan assets
$1.8B Jan 1, 2024 reported Form 5500
$1.7B (2023-01) · $2.0B (2022-01)
Net assets
$1.8B Dec 31, 2024 reported Form 5500
$1.8B (2023-12) · $1.7B (2022-12)
Funded ratio
96.3% Jan 1, 2024 reported Form 5500
98.6% (2023-01) · 92.4% (2022-01)
Participants
201,048 Jan 1, 2024 reported Form 5500
208,302 (2023-01) · 213,659 (2022-01)
Contributions
$48.4M Dec 31, 2024 reported Form 5500
$36.3M (2023-12) · $44.3M (2022-12)
Benefits paid
$157M Dec 31, 2024 reported Form 5500
$134M (2023-12) · $137M (2022-12)
Net investment income
$35.1M Dec 31, 2024 reported Form 5500
$105M (2023-12) · $-383M (2022-12)
Investment management fees
$3.0M Dec 31, 2024 reported Form 5500
$4.9M (2023-12) · $5.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024201,048n/an/an/a$1.9B$456Mn/an/a
2023 to Dec 31, 2023208,302n/an/an/a$1.8B$456Mn/an/a
2022 to Dec 31, 2022213,659n/an/an/a$1.7B$418Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Amalgamated Employee Benefits Admin codes 13 50 $11.0M PY2024
  • Schulte Roth & Zabel LLP codes 29 50 $2.2M PY2024
  • Aligraphics, a Division of Aeba codes 49 50 $1.1M PY2024
  • Hardman Johnston Global Advisors codes 51 $698,309 PY2024
  • Amalgamated Bank codes 18 19 51 52 $548,903 PY2024
  • Horizon Actuarial Services, LLC codes 11 50 $489,813 PY2024
  • Lazard Asset Management, LLC codes 51 52 $426,095 PY2024
  • Hamilton Lane Advisors, LLC codes 51 52 $399,154 PY2024
  • Skyharbor Capital Management, LLC codes 51 $281,591 PY2024
  • Mariner Institutional, LLC codes 27 51 $262,500 PY2024
  • Amalgamated Life Insurance Company codes 49 50 $256,139 PY2024
  • Novak Francella LLC codes 10 50 $252,000 PY2024
  • Virtual Benefits Administrators codes 49 50 $198,883 PY2024
  • Dimensional Fund Advisors, LP codes 51 $158,212 PY2024
  • William Blair Investment Management codes 51 $140,558 PY2024
  • Southern Regional Joint Board, Work codes 14 50 $129,207 PY2024
  • Parametric Portfolio Associates, Ll codes 51 $118,362 PY2024
  • Chicago and Midwest Regional Joint codes 14 50 $110,754 PY2024
  • Ethan E Kra Actuarial Services, LLC codes 34 50 $41,545 PY2024
  • Hirtle, Callaghan & Co., LLC codes 51 $39,767 PY2024
  • Stout Risius Ross, LLC codes 34 50 $28,528 PY2024
  • Pennsylvania Joint Board, Workers U codes 14 50 $25,363 PY2024
  • NEW York New Jersey Regional Joint codes 14 50 $19,809 PY2024
  • Stanley L Aiges codes 29 50 $19,750 PY2024
  • Philadelphia Joint Board, Workers U codes 14 50 $10,658 PY2024
  • Veritext codes 29 50 $7,885 PY2024
  • Kelso & Company, L.P. codes 52 PY2024
  • Landmark Equity Advisors, LLC codes 52 PY2024
  • SS & C Technologies, Inc. codes 15 50 PY2024
  • Genstar Capital Partners, LLC codes 52 PY2024
  • Alliant Insurance Services, Inc. codes 22 53 PY2024
  • Zelis Payment Holdings, LLC codes 49 50 PY2024
  • Sovos Compliance, LLC codes 49 50 PY2024
  • Johnston I.E. Group Master Trust Mf Sched. D E $129M PY2024
  • Longview Midcap 400 Sched. D C $136M PY2024
  • Longview Ultra 1 Construction Fund Sched. D C $492,505 PY2024
  • Longview 600 Small Cap Collective F Sched. D C $104M PY2024
  • Longview Core Plus Fixed Income Fun Sched. D C $50.7M PY2024
  • Longview Largecap Plus Fund Sched. D C $2.1B PY2024
  • Dimensional Micro Cap Subtrust Sched. D E $38.3M PY2024
  • Longview Largecap 500 Sched. D C $328M PY2024
  • Lord Abbett Small Cap Growth Equity Sched. D C $12.9M PY2024
  • Horizon Actuarial Serv codes 11 PY2024
  • Amalgamated Employee Benefits Admin codes 13 50 $10.6M PY2023
  • Schulte Roth & Zabel LLP codes 29 50 $1.6M PY2023
  • Hardman Johnston Global Advisors codes 51 $640,243 PY2023
  • Hamilton Lane Advisors, LLC codes 51 52 $619,839 PY2023
  • Aligraphics, a Division of Aeba codes 49 50 $530,437 PY2023
  • Lazard Asset Management, LLC codes 51 52 $507,787 PY2023
  • Horizon Actuarial Services, LLC codes 11 50 $421,877 PY2023
  • Amalgamated Bank codes 18 19 51 52 $354,156 PY2023
  • Amalgamated Life Insurance Company codes 49 50 $342,717 PY2023
  • William Blair Investment Management codes 51 $296,454 PY2023
  • Skyharbor Capital Management, LLC codes 51 $268,053 PY2023
  • Mariner Institutional, LLC codes 27 51 $262,500 PY2023
  • Virtual Benefits Administrators codes 49 50 $216,241 PY2023
  • Novak Francella LLC codes 10 50 $166,737 PY2023
  • Southern Regional Joint Board, Work codes 14 50 $119,026 PY2023
  • Chicago and Midwest Regional Joint codes 14 50 $102,617 PY2023
  • Dimensional Fund Advisors, LP codes 51 $97,646 PY2023
  • Hirtle, Callaghan & Co., LLC codes 51 $58,936 PY2023
  • Lifestatus360, LLC codes 49 50 $40,610 PY2023
  • Pennsylvania Joint Board, Workers U codes 14 50 $30,172 PY2023
  • Stout Risius Ross, LLC codes 34 50 $26,000 PY2023
  • Lowenstein Sandler, LLP codes 29 50 $22,819 PY2023
  • New York New Jersey Regional Joint codes 14 50 $15,674 PY2023
  • Curran & Connors, Inc. codes 16 50 $9,042 PY2023
  • Philadelphia Joint Board, Workers U codes 14 50 $8,959 PY2023
  • Withumsmith&brown, PC codes 10 50 $6,058 PY2023
  • SS & C Technologies, Inc. codes 15 50 PY2023
  • Sovos Compliance, LLC codes 49 50 PY2023
  • Zelis Payment Holdings, LLC codes 49 50 PY2023
  • Alliant Insurance Services, Inc. codes 22 53 PY2023
  • Landmark Equity Advisors, LLC codes 52 PY2023
  • Kelso & Company, L.P. codes 52 PY2023
  • Longview 600 Small Cap Collective F Sched. D C $96.1M PY2023
  • William Blair Collective Fund Sched. D C $10.1M PY2023
  • Longview Largecap Plus Fund Sched. D C $209M PY2023
  • Johnston I.E. Group Master Trust Mf Sched. D E $113M PY2023
  • Longview Midcap 400 Sched. D C $120M PY2023
What changed
7 events
  • Dec 31, 2024Holding endedinference
    Legacy Plan of the National Retirement Fund no longer reports Emerg Mkts Growth Collective Fund (William Blair Investment Management) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)
    with William Blair Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Curran & Connors, Inc. no longer appears on Legacy Plan of the National Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Curran & Connors, Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Legacy Plan of the National Retirement Fund funded ratio 98.6% -> 96.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Legacy Plan of the National Retirement Fund no longer reports Afl-Cio Building Investment Trust (Great Gray Trust Company) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)
    with Great Gray Trust Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Curran & Connors, Inc. appears on Legacy Plan of the National Retirement Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Curran & Connors, Inc.askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Legacy Plan of the National Retirement Fund funded ratio 92.4% -> 98.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Legacy Plan of the National Retirement Fund plan assets $2.0B -> $1.7B (-18.4%, 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 136130178-001
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.