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

Cwa/itu Negotiated Pension Plan

Taft-Hartley planMount Laurel, NJ
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
43.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
1 managers on Schedule C
Plan sponsor: Board of Trustees Cwa/itu Negotiated Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Corporate debt instruments (other) 31.4%
  • Corporate debt instruments (preferred) 3.7%
  • U.S. Government securities 10.0%
  • Partnership/joint venture interests 4.1%
  • Common/collective trusts 37.4%
  • Registered investment companies 0.3%
  • Common stock 3.4%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Strategic Income Opportunities Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$26.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$236M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$40.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$10.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$22.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Strategic Income Opportunities Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$190M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$16.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$26.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Ex USA Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Core Plus Fixed Incomcollective trustLoomis SaylesFixed income$43.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Strategic Income Opportunities Bondcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022High Yield Bond Fundcollective trustBlackrock Institutional Trust Company, N.A.Fixed income$24.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$165M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.0B Dec 31, 2024 reported Form 5500
$509M (2023-12) · $529M (2022-12)
Plan assets
$429M Jan 1, 2024 reported Form 5500
$445M (2023-01) · $595M (2022-01)
Net assets
$1.0B Dec 31, 2024 reported Form 5500
$508M (2023-12) · $528M (2022-12)
Funded ratio
43.4% Jan 1, 2024 reported Form 5500
43.7% (2023-01) · 60.3% (2022-01)
Participants
22,186 Jan 1, 2024 reported Form 5500
23,025 (2023-01) · 24,288 (2022-01)
Contributions
$15.9M Dec 31, 2024 reported Form 5500
$12.7M (2023-12) · $24.1M (2022-12)
Benefits paid
$119M Dec 31, 2024 reported Form 5500
$79.6M (2023-12) · $80.4M (2022-12)
Net investment income
$517M Dec 31, 2024 reported Form 5500
$-19.6M (2023-12) · $-145M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $1.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202422,186n/an/an/a$1.0B$41.6Mn/an/a
2023 to Dec 31, 202323,025n/an/an/a$509M$46.0Mn/an/a
2022 to Dec 31, 202224,288n/an/an/a$529M$53.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Frank M. Vaccaro & Associates Inc codes 13 50 $631,002 PY2024
  • Cheiron codes 28 50 $355,449 PY2024
  • Amalgamated Bank codes 19 51 $332,174 PY2024
  • ASB Capital Management codes 28 51 $325,472 PY2024
  • Pierson Ferdinand LLP codes 29 51 $313,497 PY2024
  • State Street Global Advisors codes 18 19 51 $219,472 PY2024
  • Blackrock Institutional Trust Compa codes 21 24 28 50 51 $177,335 PY2024
  • Quan-Vest Consultants, Inc codes 27 51 $151,750 PY2024
  • Schultheis & Panettieri LLP codes 10 50 $135,532 PY2024
  • Lorraine Castle codes 30 50 $123,159 PY2024
  • Lazard Asset Management codes 28 51 $106,455 PY2024
  • Bridgeway Benefit Technologies codes 49 50 $43,297 PY2024
  • Loomis Sayles & Company, LP codes 28 51 $17,846 PY2024
  • Theodore R Rilea Jr codes 30 50 $8,236 PY2024
  • Daniel Farberman codes 30 50 $7,148 PY2024
  • Segal Select Insurance Services Inc codes 22 53 PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $17.7M PY2024
  • Msci Acwi Ex USA Non-Lending Fund Sched. D C $20.2M PY2024
  • Loomis Sayles Plus Fixed Income Fun Sched. D C $2.4M PY2024
  • Afl-Cio Building Investment Trust Sched. D C $10.7M PY2024
  • Longview Largecap 1000 Growth Index Sched. D C $40.3M PY2024
  • Longview Large Cap 500 Index Fund Sched. D C $15.1M PY2024
  • Strategic Income Opportunities Bond Sched. D C $14.6M PY2024
  • High Yield Bond Fund Sched. D C $26.9M PY2024
  • Longview Broad Market 3000 Index Fu Sched. D C $236M PY2024
  • Cheiron, Inc. codes 11 PY2024
  • Frank M. Vaccaro & Associates Inc codes 13 50 $608,800 PY2023
  • Cheiron codes 28 50 $397,300 PY2023
  • Fisherbroyles, LLP codes 29 51 $311,337 PY2023
  • Blackrock Institutional Trust Co codes 21 24 28 50 51 $164,062 PY2023
  • Quan-Vest Consultants, Inc codes 27 51 $150,000 PY2023
  • Lazard Asset Management codes 28 51 $146,520 PY2023
  • ASB Capital Management codes 28 51 $136,953 PY2023
  • Lorraine Castle codes 30 50 $136,469 PY2023
  • Schultheis & Panettieri, LLP codes 10 50 $116,464 PY2023
  • Polen Capital codes 28 51 $102,762 PY2023
  • Loomis Sayles & Company, LP codes 28 51 $96,819 PY2023
  • Amalgamated Bank codes 19 51 $41,791 PY2023
  • Bridgeway Benefit Technologies codes 49 50 $34,948 PY2023
  • Daniel Farberman codes 30 50 $9,527 PY2023
  • Robert Maida Jr codes 30 50 $8,711 PY2023
  • Arthur Deianni codes 30 50 $6,570 PY2023
  • Theodore R Rilea Jr codes 30 50 $5,965 PY2023
  • State Street Global Advisors codes 18 19 51 $5,205 PY2023
  • Segal Select Insurance Services Inc codes 22 53 PY2023
  • Afl-Cio Building Investment Trust Sched. D C $10.7M PY2023
  • ASB Allegiance Real Estate Fund Sched. D C $20.8M PY2023
  • Msci Acwi Ex USA Non-Lending Fund Sched. D C $22.9M PY2023
  • Loomis Sayles Plus Fixed Income Fun Sched. D C $27.9M PY2023
  • High Yield Bond Fund Sched. D C $24.7M PY2023
  • Longview Broad Market 3000 Index Fu Sched. D C $190M PY2023
  • Longview Largecap 1000 Growth Index Sched. D C $30.2M PY2023
  • Artisan Multiple Investment Trust Sched. D C PY2023
  • Strategic Income Opportunities Bond Sched. D C $13.8M PY2023
  • Cheiron, Inc. codes 11 PY2023
  • Frank M. Vaccaro & Associates, Inc codes 13 50 $585,200 PY2022
  • Loomis Sayles & Company, LP codes 28 51 $243,425 PY2022
  • Fisherbroyles, LLP codes 29 51 $235,599 PY2022
  • Cheiron codes 28 50 $204,322 PY2022
  • ASB Capital Management codes 28 51 $201,978 PY2022
  • Blackrock Institutional Trust Comp codes 21 24 28 50 51 $184,568 PY2022
  • Polen Capital codes 28 51 $151,635 PY2022
  • Quan-Vest Consultants, Inc codes 27 51 $150,000 PY2022
  • Lazard Asset Management codes 28 51 $117,549 PY2022
  • Lorraine Castle codes 30 50 $109,664 PY2022
  • Schultheis & Panettieri, LLP codes 10 50 $45,000 PY2022
  • Amalgamated Empl Benefits Administr codes 10 50 $43,125 PY2022
  • Stockman Kast Ryan codes 10 50 $41,142 PY2022
  • Amalgamated Bank codes 19 51 $34,604 PY2022
  • State Street Global Advisors codes 18 19 51 $24,114 PY2022
  • Theodore R Rilea Jr codes 30 50 $6,463 PY2022
  • Daniel Farberman codes 30 50 $6,281 PY2022
  • EB Temporary Investment Fund Sched. D C PY2022
  • Afl-Cio Building Investment Trust Sched. D C $16.2M PY2022
  • ASB Allegiance Real Estate Fund Sched. D C $26.4M PY2022
  • Msci Acwi Ex USA Non-Lending Fund Sched. D C $19.8M PY2022
  • Loomis Sayles Plus Fixed Income Fun Sched. D C $43.2M PY2022
  • Artisan Multiple Investment Trust Sched. D C $9.7M PY2022
  • Strategic Income Opportunities Bond Sched. D C $12.8M PY2022
  • High Yield Bond Fund Sched. D C $24.1M PY2022
What changed
7 events
  • Dec 31, 2024Holding started
    Cwa/itu Negotiated Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $15M at 2024-12-31
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Polen Capital no longer appears on Cwa/itu Negotiated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Polen Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Cwa/itu Negotiated Pension Plan total assets $509M -> $1.0B (+101.4%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Cwa/itu Negotiated Pension Plan no longer reports Artisan Multiple Investment Trust (Artisan Global Value Trust) (last held $10M at 2022-12-31; absent from the 2023-12-31 filing)
    with Artisan Global Value Trustaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Cwa/itu Negotiated Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $30M at 2023-12-31
    with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Cwa/itu Negotiated Pension Plan funded ratio 60.3% -> 43.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Cwa/itu Negotiated Pension Plan plan assets $595M -> $445M (-25.2%, 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 136212879-001
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.