Equity-League Pension Trust Fund
Taft-Hartley plan, based in NEW York, New York, reporting $2.4B in assets, for 46,350 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Equity-League Pension Trust Fund first reports an interest in Commingled Pension Trust Fund (U.S. (Jpmorgan Chase Bank Na): $15M at 2025-05-31.
2 more advisers, 3 more managers, 19 more commitments and 27 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- TWO Sigma International Core Fund3 commitments
- Harbourvest Partners - Cayman Partn3 commitments
- Harbourvest Part Ix Cayman Credit3 commitments
- Harbourvest Partners LP9 commitments
- TWO Sigma Advisers, LP3 commitments
- Acadian Asset Management3 commitments
Relationship network
91 connected entities22 observed commitments13 repeat counterparties17 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.2%
- Corporate debt instruments (preferred) 4.7%
- U.S. Government securities 4.6%
- Other investments 0.0%
- Partnership/joint venture interests 62.4%
- 103-12 investment entities 7.0%
- Common/collective trusts 6.4%
- Registered investment companies 2.8%
- Common stock 5.7%
- Terry Schmidt LLC General consultantthrough May 31, 2023 Form 5500
- Cambridge Associates Investment adviser (plan)through May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Harbourvest Partners LP9 rows, latest May 31, 2025
- TWO Sigma Advisers, LP3 rows, latest May 31, 2025
- Acadian Asset Management3 rows, latest May 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harbourvest Partners LPplan years 2023
- TWO Sigma Advisers, LPplan years
- Primary Waveplan years 2025
+51 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- May 31, 2025Holding startedEquity-League Pension Trust Fund first reports an interest in Commingled Pension Trust Fund (U.S. (Jpmorgan Chase Bank Na): $15M at 2025-05-31with Jpmorgan Chase Bank Naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedWynnchurch Capital LLC appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Wynnchurch Capital, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedRevelation Healthcare LP appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Revelation Healthcare LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBarings LLC no longer appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Barings LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAtalaya Capital Management no longer appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Atalaya Capital Managementaskebsa.dol.gov
+27 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | TWO Sigma International Core Fund103 12 ie | TWO Sigma Advisers, LP | Pooled vehicles | $52.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Harbourvest Partners - Cayman Partn103 12 ie | Harbourvest Partners LP | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Harbourvest Part Ix Cayman Credit103 12 ie | Harbourvest Partners LP | Private credit | $722,639 held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 46,350 | Not disclosed | Not disclosed | n/a | $2.4B | $1.5B | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 47,217 | Not disclosed | Not disclosed | n/a | $2.2B | $1.5B | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 48,478 | Not disclosed | Not disclosed | n/a | $2.0B | $1.3B | Not disclosed | Not disclosed |
- Fortress Investment Group LLC codes 28 51 52 72 $5.0M PY2024
- Cambridge Associates LLC codes 27 28 51 $2.6M PY2024
- Blue Torch Capital codes 28 51 52 72 $2.5M PY2024
+173 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Equity-League Pension Trust Fund sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-05-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+29 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+61 connections on the graph
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