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
U.A. Local Union No. 322 Pension Plan
Taft-Hartley planHammonton, NJ
Assets
$144M
Total assets, Oct 31, 2025 reported
Funded
58.8%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees, U.A. Local 322 Pension Fund
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.2%
- Non-interest-bearing cash 1.7%
- Partnership/joint venture interests 8.6%
- Registered investment companies 85.1%
Consultants and advisers
3 firms
- PNC Bank Custodianthrough Oct 31, 2025 Form 5500
- The Mckeogh Company Actuarythrough Oct 31, 2023 Form 5500
- PNC Advisors Custodianthrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Blackstone Alternative Asset Mgmtplan years 2023
- PFM Asset Management LLCplan years 2023
- GC Investment Management LLCplan 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
Investment management fees
$277,173 (2024-10) · $282,827 (2023-10)
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 Oct 31, 2025 | 1,690 | n/a | n/a | n/a | $144M | $12.3M | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,678 | n/a | n/a | n/a | $128M | $9.4M | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,681 | n/a | n/a | n/a | $108M | $10.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PFM Asset Management LLC codes 28 51 $212,944 PY2024
- John Shaloo codes 30 50 $86,092 PY2024
- Blackstone Alternative Asset Mgt LP codes 28 52 $76,190 PY2024
- The Mckeogh Company codes 11 50 $72,667 PY2024
- Novak Francella LLC codes 10 50 $37,500 PY2024
- PNC Bank codes 18 19 51 $20,028 PY2024
- Lindabury, Mccormick, Estabrook codes 29 50 $16,890 PY2024
- O'Donogue & O'Donoghue codes 29 50 $15,496 PY2024
- GC Investment Management LLC codes 28 52 72 PY2024
- The Mckeogh Company codes 11 PY2024
- PFM Asset Management LLC codes 28 51 $191,894 PY2023
- Blackstone Alternative Asset Mgt LP codes 28 52 $85,280 PY2023
- John Shaloo codes 30 50 $73,109 PY2023
- The Mckeogh Company codes 11 50 $70,833 PY2023
- Patricia Dubosque codes 30 50 $49,864 PY2023
- Novak Francella LLC codes 10 50 $36,250 PY2023
- PNC Advisors codes 18 19 51 $17,945 PY2023
- O'Donogue & O'Donoghue codes 29 50 $14,583 PY2023
- Lindabury, Mccormick, Estabrook codes 29 50 $13,333 PY2023
- GC Investment Management LLC codes 28 52 72 PY2023
- The Mckeogh Company codes 11 PY2023
- PFM Asset Management LLC codes 28 51 $179,438 PY2022
- Blackstone Alternative Asset Mgt LP codes 28 52 $85,522 PY2022
- John Shaloo codes 30 50 $70,464 PY2022
- The Mckeogh Company codes 11 50 $69,833 PY2022
- Patricia Dubosque codes 30 50 $45,599 PY2022
- Novak Francella LLC codes 10 50 $36,250 PY2022
- PNC Advisors codes 18 19 51 $17,867 PY2022
- Jennings Sigmond, PC codes 29 50 $15,184 PY2022
- Lindabury, Mccormick, Estabrook codes 29 50 $12,000 PY2022
- GC Investment Management LLC codes 28 52 72 PY2022
- The Mckeogh Company codes 11 PY2022
What changed
3 events
- Oct 31, 2025Assets changedU.A. Local Union No. 322 Pension Plan total assets $128M -> $144M (+12.1%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Assets changedU.A. Local Union No. 322 Pension Plan plan assets $108M -> $128M (+18.3%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedU.A. Local Union No. 322 Pension Plan total assets $108M -> $128M (+18.4%, 2023-10-31 to 2024-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 216016638-001
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.