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

Twu-Westchester Private Bus Lines Pension Trust

Taft-Hartley planWhite Plains, NY
Assets
$209M
Total assets, Dec 31, 2024 reported
Funded
91.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
5 managers on Schedule C
Plan sponsor: Twu-Westchester Private Bus Lines Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.3%
  • Corporate debt instruments (other) 11.7%
  • U.S. Government securities 7.3%
  • Other investments 1.3%
  • Partnership/joint venture interests 38.4%
  • 103-12 investment entities 4.6%
  • Common/collective trusts 18.1%
  • Registered investment companies 8.0%
  • Common stock 8.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated BankPooled vehicles$18.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growth Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated BankPooled vehicles$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Hardman Johnston Int'l Equity Groupcollective trustJohnston International EquityPublic equity$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated BankPooled vehicles$16.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Hardman Johnston Int'l Equity Groupcollective trustJohnston International EquityPublic equity$8.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$209M Dec 31, 2024 reported Form 5500
$198M (2023-12) · $193M (2022-12)
Plan assets
$197M Jan 1, 2024 reported Form 5500
$192M (2023-01) · $215M (2022-01)
Net assets
$209M Dec 31, 2024 reported Form 5500
$197M (2023-12) · $192M (2022-12)
Funded ratio
91.4% Jan 1, 2024 reported Form 5500
92.2% (2023-01) · 92.2% (2022-01)
Participants
1,811 Jan 1, 2024 reported Form 5500
1,777 (2023-01) · 1,724 (2022-01)
Contributions
$13.2M Dec 31, 2024 reported Form 5500
$12.9M (2023-12) · $12.2M (2022-12)
Benefits paid
$18.2M Dec 31, 2024 reported Form 5500
$18.8M (2023-12) · $17.3M (2022-12)
Net investment income
$11.8M Dec 31, 2024 reported Form 5500
$5.0M (2023-12) · $-22.7M (2022-12)
Investment management fees
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $929,921 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,811n/an/an/a$209M$80.5Mn/an/a
2023 to Dec 31, 20231,777n/an/an/a$198M$36.6Mn/a$43.5M
2022 to Dec 31, 20221,724n/an/an/a$193M$31.4Mn/a$53.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Holding started
    Twu-Westchester Private Bus Lines Pension Trust first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $19M at 2024-12-31
    with Northern Trust Collective Eafe Indeaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Hardman Johnston Global Adv appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Northern Trust Corporation appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Northern Trust Co.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    American Realty Advisors appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)
    with American Realty Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Hamilton Lane Advisors LLC appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Hamilton Laneaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    First Eagle Investment Management L appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)
    with First Eagle Investment Management Laskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Intercontinental Real Estate Corp appears on Twu-Westchester Private Bus Lines Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)
    with Intercontinental Real Estate Corp.askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Twu-Westchester Private Bus Lines Pension Trust plan assets $215M -> $192M (-10.5%, 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 136580055-001
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.