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
Teamsters Local 469 Pension Plan
Taft-Hartley planHazlet, NJ
Assets
$164M
Total assets, Dec 31, 2024 reported
Funded
39.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
1 managers on Schedule C
Plan sponsor: Trustees of Teamsters Local No. 469 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 58.8%
- U.S. Government securities 3.6%
- Insurance company general account 2.7%
- Other investments 11.7%
- 103-12 investment entities 1.9%
- Common/collective trusts 2.0%
- Registered investment companies 2.9%
- Common stock 13.0%
- Real estate (other than employer real property) 0.4%
Consultants and advisers
4 firms
- Investment Performance Services General consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- US Bank Custodianthrough Dec 31, 2024 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Johnston International Equity3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Prudential Insurance Company of Ameplan years 2024
- Wedge Capitalplan years 2022
- Amalgamated Bankplan years 2022
- Chartwell Investment Partnersplan years 2022
- Hardman Johnston Global Advisorsplan years 2022
- American Realty Advisorsplan years 2022
- Westfield Capital Management Companplan years 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Extended Equity Marketing Index Fdcollective trust | Northern Trust Collective Eafe Inde | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Extended Equity Marketing Index Fdcollective trust | Northern Trust Collective Eafe Inde | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Extended Equity Marketing Index Fdcollective trust | Northern Trust Collective Eafe Inde | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$348,885 (2023-12) · $333,015 (2022-12)
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 Dec 31, 2024 | 1,448 | n/a | n/a | n/a | $164M | n/a | n/a | $575,000 |
| 2023 to Dec 31, 2023 | 1,490 | n/a | n/a | n/a | $63.8M | n/a | n/a | $575,000 |
| 2022 to Dec 31, 2022 | 1,536 | n/a | n/a | n/a | $68.7M | n/a | n/a | $417,500 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Investment Performance Services codes 16 27 51 $125,000 PY2024
- Westfield Capital Management codes 28 51 $89,723 PY2024
- O'Sullivan Associates, Inc. codes 11 50 $60,387 PY2024
- Fabian & Byrn LLC codes 13 50 $59,105 PY2024
- Wedge Capital Management, LLP codes 28 51 $53,577 PY2024
- Innovative Software Solutions, Inc. codes 15 50 $44,870 PY2024
- Amalgatrust codes 28 51 $38,255 PY2024
- Mspc codes 10 50 $37,444 PY2024
- Martha Defazio codes 30 50 $29,641 PY2024
- Hardman Johnston Global Advisors Ll codes 28 51 $23,748 PY2024
- Prudential Insurance Co. codes 28 51 $22,027 PY2024
- Kroll, Heineman, Ptasiewicz & Parso codes 29 50 $7,764 PY2024
- U.S. Bank National Association codes 19 50 $6,588 PY2024
- American Realty Advisors codes 28 51 PY2024
- NT Collective Extended Sched. D C $3.2M PY2024
- Hardman Johnston Int'l Equity Gr Tr Sched. D E $3.2M PY2024
- O'Sullivan Associates codes 11 PY2024
- Investment Performance Services codes 16 27 51 $115,417 PY2023
- Westfield Capital Management codes 28 51 $78,093 PY2023
- O'Sullivan Associates, Inc. codes 11 50 $76,701 PY2023
- Wedge Capital Management, LLP codes 28 51 $58,340 PY2023
- Amalgatrust codes 28 51 $42,566 PY2023
- Mspc codes 10 50 $34,695 PY2023
- Martha Defazio codes 30 50 $33,138 PY2023
- American Realty Advisors codes 28 $25,529 PY2023
- Hardman Johnston Global Advisors Ll codes 28 51 $24,726 PY2023
- Innovative Software Solutions, Inc. codes 15 50 $23,648 PY2023
- Fabian & Byrn LLC codes 13 50 $20,180 PY2023
- Kroll, Heineman, Ptasiewicz & Parso codes 29 50 $11,564 PY2023
- Cowen Execution Services LLC codes 33 50 PY2023
- Hardman Johnston Int'l Equity Gr Tr Sched. D E $3.3M PY2023
- NT Collective Extended Sched. D C $3.2M PY2023
- O'Sullivan Associates codes 11 PY2023
- Westfield Capital Management codes 28 51 $94,093 PY2022
- Zenith American Solutions codes 13 50 $73,482 PY2022
- Wedge Capital Management, LLP codes 28 51 68 $68,100 PY2022
- Investment Performance Services codes 27 51 $68,098 PY2022
- O'Sullivan Associates, Inc. codes 11 50 $52,838 PY2022
- Amalgatrust codes 28 51 $33,625 PY2022
- Mspc codes 10 50 $31,806 PY2022
- American Realty Advisors codes 28 51 $29,012 PY2022
- Innovative Software Solutions, Inc. codes 15 50 $27,309 PY2022
- Kroll, Heineman, Ptasiewicz & Parso codes 29 50 $26,263 PY2022
- Hardman Johnston Global Advisors Ll codes 28 51 $22,370 PY2022
- Chartwell Investment Partners codes 28 51 $11,069 PY2022
- Cowen Execution Services LLC codes 33 50 PY2022
- Hardman Johnston Int'l Equity Gr Tr Sched. D E $3.1M PY2022
- NT Collective Extended Sched. D C $3.8M PY2022
- O'Sullivan Associates codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedPrudential Insurance Co. appears on Teamsters Local 469 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Assets changedTeamsters Local 469 Pension Plan total assets $64M -> $164M (+156.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTeamsters Local 469 Pension Plan funded ratio 42.5% -> 39.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceChartwell Investment Partners no longer appears on Teamsters Local 469 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Chartwell Investment Partnersaskebsa.dol.gov
- Jan 1, 2023Funded status changedTeamsters Local 469 Pension Plan funded ratio 45.0% -> 42.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeamsters Local 469 Pension Plan plan assets $90M -> $69M (-23.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226172237-001
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.