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
Graphic Communications National Pension Fund
Taft-Hartley planCarol Stream, IL
Assets
$1.5B
Total assets, Apr 30, 2025 reported
Funded
9.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Board of Trustees of Gc-Npf
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 60.2%
- U.S. Government securities 11.3%
- Other investments 0.3%
- Partnership/joint venture interests 0.0%
- Registered investment companies 22.4%
- Common stock 1.2%
- Real estate (other than employer real property) 0.3%
Consultants and advisers
5 firms
- J.P. Morgan Investment Management Investment adviser (plan)through Apr 30, 2024 Form 5500
- Marquette Associates Inc. General consultantthrough Apr 30, 2023 Form 5500
- The Ricks Group General consultantthrough Apr 30, 2023 Form 5500
- Board of Trustees of Gc-Npf Custodianthrough Apr 30, 2023 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Nuveen, LLCplan years 2025
- Ullico Investment Advisors, Inc.plan years 2025
- Northern Trust Co.plan years 2023
- J.P. Morgan Investment Managementplan years 2023
- Loomis Saylesplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 27,833 | n/a | n/a | n/a | $1.5B | $4,589 | n/a | $4.5M |
| 2023 to Apr 30, 2024 | 28,755 | n/a | n/a | n/a | $1.5B | $86,631 | n/a | $5.1M |
| 2022 to Apr 30, 2023 | 29,882 | n/a | n/a | n/a | $1.6B | $179,630 | n/a | $6.2M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan codes 27 28 68 $967,978 PY2024
- Loomis Sayles codes 51 $465,622 PY2024
- The Segal Company codes 11 17 50 $238,138 PY2024
- JIM Thomos codes 35 $183,527 PY2024
- Marquette Associates, Inc codes 16 17 $150,000 PY2024
- Mooney, Green, Saindon, Murphy,welc codes 29 $141,178 PY2024
- Comerica codes 19 49 59 72 $108,981 PY2024
- Robin Modrzejewski codes 35 $89,943 PY2024
- Yiyun Chang codes 35 $82,868 PY2024
- Lukman Baggia codes 35 $82,205 PY2024
- Georges Smetana codes 20 35 $79,127 PY2024
- Bridgeway Benefit Technologies codes 49 $74,650 PY2024
- Michelle Velasco codes 35 $66,491 PY2024
- Marketsphere codes 49 $64,519 PY2024
- Calibre CPA Group PLLC codes 10 $64,383 PY2024
- Laura Pena codes 35 $58,154 PY2024
- Carrie Alletto codes 35 $48,991 PY2024
- Barbara Palmer codes 35 $48,991 PY2024
- The Ricks Group codes 15 16 $48,900 PY2024
- Malcolm Pritzker, Esq codes 20 29 $45,346 PY2024
- Nuveen codes 51 $30,022 PY2024
- Acelo Solutions codes 70 $29,760 PY2024
- Gianna Consolino codes 35 $28,036 PY2024
- Schiele Graphics, Inc. codes 49 $27,282 PY2024
- Ullico Investment Advisors Inc codes 51 $22,416 PY2024
- 1099 Express codes 15 $19,148 PY2024
- Northern Trust codes 49 52 68 $17,666 PY2024
- Cobalt Labs codes 49 $7,425 PY2024
- Docuware codes 49 $6,770 PY2024
- Segal codes 11 PY2024
- JP Morgan codes 27 28 $1.0M PY2023
- Loomis Sayles codes 51 $449,419 PY2023
- The Segal Company codes 11 17 50 $221,798 PY2023
- JIM Thomos codes 35 $165,980 PY2023
- Mooney, Green, Saindon, Murphy,welc codes 29 $164,793 PY2023
- Marquette Associates, Inc codes 16 17 $125,000 PY2023
- Comerica codes 18 19 49 59 62 72 $124,141 PY2023
- Georges Smetana codes 35 $102,626 PY2023
- Robin Modrzejewski codes 35 $81,975 PY2023
- Lukman Baggia codes 35 $76,919 PY2023
- Yiyun Chang codes 35 $74,996 PY2023
- Calibre CPA Group PLLC codes 10 $68,030 PY2023
- Michelle Velasco codes 35 $64,545 PY2023
- Basys, Inc codes 49 $61,609 PY2023
- Laura Pena codes 35 $56,278 PY2023
- The Ricks Group codes 15 16 $48,900 PY2023
- Carrie Alletto codes 35 $47,223 PY2023
- Barbara Palmer codes 35 $47,043 PY2023
- Malcolm Pritzker, Esq codes 20 29 $45,280 PY2023
- Gianna Consolino codes $32,791 PY2023
- Schiele Graphics, Inc. codes 49 $31,044 PY2023
- Acelo Solutions codes 70 $29,760 PY2023
- 1099 Express codes 15 $18,950 PY2023
- Northern Trust codes 49 52 $12,661 PY2023
- Marketsphere codes 49 $11,904 PY2023
- Docuware codes 49 $6,381 PY2023
- Cobalt Labs codes 49 $5,569 PY2023
- Segal codes 11 PY2023
- JP Morgan codes 51 $760,151 PY2022
- Loomis Sayles codes 51 $343,487 PY2022
- The Segal Company codes 11 17 50 $162,131 PY2022
- Georges Smetana codes 35 $157,052 PY2022
- Mooney, Green, Saindon, Murphy,welc codes 29 $155,997 PY2022
- JIM Thomos codes 35 $155,009 PY2022
- Robin Modrzejewski codes 35 $78,773 PY2022
- Marquette Associates, Inc codes 16 $75,000 PY2022
- Comerica codes 18 19 49 59 62 72 $70,000 PY2022
- Basys, Inc codes 49 $62,301 PY2022
- Michelle Velasco codes 35 $59,637 PY2022
- Laura Pena codes 35 $54,201 PY2022
- Calibre CPA Group PLLC codes 10 $54,145 PY2022
- The Ricks Group codes 15 16 $48,900 PY2022
- Barbara Palmer codes 35 $45,636 PY2022
- Malcolm Pritzker, Esq codes 20 29 $45,384 PY2022
- Yiyun Chang codes 35 $40,488 PY2022
- Lukman Baggia codes 35 $26,735 PY2022
- Carrie Alletto codes 35 $26,239 PY2022
- 1099 Express codes 15 $20,280 PY2022
- Acelo Solutions codes 70 $18,910 PY2022
- Schiele Graphics, Inc. codes 49 $17,297 PY2022
What changed
3 events
- May 1, 2024Funded status changedGraphic Communications National Pension Fund funded ratio 6.6% -> 9.1% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedGraphic Communications National Pension Fund plan assets $96M -> $128M (+32.5%, 2023-05-01 to 2024-05-01)
- Dec 31, 2023Manager relationship startedJP Morgan appears on Graphic Communications National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526118568-001
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.