Twu-Westchester Private Bus Lines Pension Trust
Taft-Hartley plan, based in White Plains, New York, reporting $209M in assets, for 1,811 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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.
3 more advisers, 4 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 500 Index Fund3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Russell 1000 Growth Index Fund1 commitment
- Amalgamated Bank3 commitments
- Hardman Johnston Global Advisors3 commitments
- Northern Trust Investments, Inc.1 commitment
Relationship network
32 connected entities7 observed commitments5 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- Hamilton Lane Investment adviser (plan)through Dec 31, 2023 Form 5500
- Millman, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Investment Performance Services Custodianthrough Dec 31, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.1 row, latest Dec 31, 2024
- Hardman Johnston Global Advisorsplan years 2024
- Amalgamated Bankplan years
- Northern Trust Co.plan years 2024
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedTwu-Westchester Private Bus Lines Pension Trust first reports an interest in Russell 1000 Growth Index Fund (Northern Trust Collective Eafe Inde): $19M at 2024-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedHardman 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 startedNorthern 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 startedAmerican 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 changedinferenceHamilton 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
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,811 | Not disclosed | Not disclosed | n/a | $209M | $80.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,777 | Not disclosed | Not disclosed | n/a | $198M | $36.6M | Not disclosed | $43.5M |
| 2022 to Dec 31, 2022 | 1,724 | Not disclosed | Not disclosed | n/a | $193M | $31.4M | Not disclosed | $53.2M |
- Intercontinental Real Estate Corp codes 28 51 $253,974 PY2024
- American Realty Advisors codes 28 51 $196,515 PY2024
- Milliman, Inc. codes 11 50 $113,068 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Twu-Westchester Private Bus Lines Pension Trust sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+21 connections on the graph
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