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

Major League Baseball Players Pension Plan

Taft-Hartley planSparks, MD
Assets
$4.8B
Total assets, Mar 31, 2025 reported
Funded
82.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
32
none on the tape
Plan sponsor: Pension Committee of Mlb Players Benefit Plan
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.4%
  • Corporate debt instruments (other) 3.7%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 4.7%
  • Other investments 0.1%
  • Other loans 1.7%
  • Partnership/joint venture interests 25.0%
  • 103-12 investment entities 0.3%
  • Common/collective trusts 41.6%
  • Registered investment companies 5.6%
  • Common stock 11.9%
Consultants and advisers
6 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
32 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$794M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Commingled Pension Tf US Smartindexcollective trustJP Morgan Chase Bank N.A.Pooled vehicles$317M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Acadian Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$259M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Blackrock Msci US Min Volatilitycollective trustBlackrock Institutional Trust Company N.A.Pooled vehicles$282M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Eafe Equity Index Fundcollective trustBlackrockPublic equity$194M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025William Blair Emerging Markets Leadcollective trustWilliam Blair Investment ManagementPublic equity$66.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$42.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025State Street Intermediate U.S. Credcollective trustState Street - Russell 2000Pooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025CF Wa Opportunistic US High Yield103 12 ieWestern Asset Management Company LLCHedge / diversifiers$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025CF Wa Floating Rate High Income Fd103 12 ieWestern Asset ManagementFixed income$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$531M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Commingled Pension Tf US Smartindexcollective trustJP Morgan Chase Bank N.A.Pooled vehicles$296M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Acadian Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$264M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Blackrock Msci US Min Volatilitycollective trustBlackrock Institutional Trust Company N.A.Pooled vehicles$248M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$229M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Eafe Equity Index Fundcollective trustBlackrockPublic equity$116M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024William Blair Emerging Markets Leadcollective trustWilliam Blair Investment ManagementPublic equity$63.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$39.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024State Street Intermediate U.S. Credcollective trustState Street - Russell 2000Pooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024CF Wa Opportunistic US High Yield103 12 ieWestern Asset Management Company LLCHedge / diversifiers$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024CF Wa Floating Rate High Income Fd103 12 ieWestern Asset ManagementFixed income$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$192M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023CF Wa Opportunistic US High Yield103 12 ieWestern Asset Management Company, LLCHedge / diversifiers$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023CF Wa Floating Rate High Income Fd103 12 ieWestern Asset ManagementFixed income$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Blackrock Msci US Min Volatilitycollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$229M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Eafe Equity Index Fundcollective trustBlackrockPublic equity$99.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$491M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Commingled Pension Tf US Smartindexcollective trustJpmorgan Chase Bank, N.A.Pooled vehicles$224M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023State Street Intermediate U.S. Credcollective trustState Street - Russell 2000Pooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$38.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023William Blair Emerging Markets Leadcollective trustWilliam Blair Investment ManagementPublic equity$61.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Acadian Collective Investment Trustcollective trustSEI Trust CompanyPooled vehicles$241M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$4.8B Mar 31, 2025 reported Form 5500
$4.6B (2024-03) · $4.2B (2023-03)
Plan assets
$4.5B Apr 1, 2024 reported Form 5500
$4.1B (2023-04) · $4.4B (2022-04)
Net assets
$4.7B Mar 31, 2025 reported Form 5500
$4.5B (2024-03) · $4.1B (2023-03)
Funded ratio
82.4% Apr 1, 2024 reported Form 5500
83.4% (2023-04) · 87.3% (2022-04)
Participants
9,866 Apr 1, 2024 reported Form 5500
9,670 (2023-04) · 9,847 (2022-04)
Contributions
$143M Mar 31, 2025 reported Form 5500
$143M (2024-03) · $143M (2023-03)
Benefits paid
$267M Mar 31, 2025 reported Form 5500
$251M (2024-03) · $236M (2023-03)
Net investment income
$135M Mar 31, 2025 reported Form 5500
$438M (2024-03) · $-302M (2023-03)
Investment management fees
$7.3M Mar 31, 2025 reported Form 5500
$8.4M (2024-03) · $8.4M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20259,866n/an/an/a$4.8B$1.2Bn/an/a
2023 to Mar 31, 20249,670n/an/an/a$4.6B$1.1Bn/an/a
2022 to Mar 31, 20239,847n/an/an/a$4.2B$1.0Bn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Mar 31, 2025Holding endedinference
    Major League Baseball Players Pension Plan no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $229M at 2024-03-31; absent from the 2025-03-31 filing)
    with Walter Scott Ncsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    SEI Trust Company no longer appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Seiaskebsa.dol.gov
  • Apr 1, 2024Assets changed
    Major League Baseball Players Pension Plan plan assets $4.1B -> $4.5B (+10.7%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    BNY Mellon appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with BNY Mellon Investment Adviser, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    SEI Trust Company appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Seiaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Walter Scott (bny Mellon) no longer appears on Major League Baseball Players Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Walter Scott Ncsaskebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Major League Baseball Players Pension Plan funded ratio 87.3% -> 83.4% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510185287-001
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.