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

Pension Plan of Local 464a

Taft-Hartley planLittle Falls, NJ
Assets
$1.4B
Total assets, Dec 31, 2025 reported
Funded
137.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Pension Plan of Local 464a
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.6%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.8%
  • U.S. Government securities 4.4%
  • Other investments 0.0%
  • Registered investment companies 2.9%
  • Common stock 85.7%
  • Real estate (other than employer real property) 0.2%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
40 readings
Total assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $906M (2022-12)
Plan assets
$1.2B Jan 1, 2025 reported Form 5500
$1.0B (2024-01) · $906M (2023-01) · $1.1B (2022-01)
Net assets
$1.4B Dec 31, 2025 reported Form 5500
$1.2B (2024-12) · $1.0B (2023-12) · $906M (2022-12)
Funded ratio
137.3% Jan 1, 2025 reported Form 5500
137.3% (2024-01) · 130.3% (2023-01) · 133.8% (2022-01)
Participants
21,542 Jan 1, 2025 reported Form 5500
21,010 (2024-01) · 20,801 (2023-01) · 20,597 (2022-01)
Contributions
$11.6M Dec 31, 2025 reported Form 5500
$11.6M (2024-12) · $11.5M (2023-12) · $11.1M (2022-12)
Benefits paid
$44.5M Dec 31, 2025 reported Form 5500
$42.7M (2024-12) · $41.4M (2023-12) · $40.3M (2022-12)
Net investment income
$207M Dec 31, 2025 reported Form 5500
$189M (2024-12) · $141M (2023-12) · $-219M (2022-12)
Investment management fees
$3.7M Dec 31, 2025 reported Form 5500
$3.3M (2024-12) · $2.9M (2023-12) · $3.0M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 202521,542n/an/an/a$1.4Bn/an/a$2.7M
2024 to Dec 31, 202421,010n/an/an/a$1.2Bn/an/a$2.7M
2023 to Dec 31, 202320,801n/an/an/a$1.0Bn/an/a$2.4M
2022 to Dec 31, 202220,597n/an/an/a$906Mn/an/a$2.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2025Assets changed
    Pension Plan of Local 464a total assets $1.2B -> $1.4B (+16.7%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    Pension Plan of Local 464a plan assets $1.0B -> $1.2B (+18.0%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Pension Plan of Local 464a total assets $1.0B -> $1.2B (+18.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Pension Plan of Local 464a funded ratio 130.3% -> 137.3% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Pension Plan of Local 464a plan assets $906M -> $1.0B (+15.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Pension Plan of Local 464a total assets $906M -> $1.0B (+15.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Pension Plan of Local 464a funded ratio 133.8% -> 130.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Pension Plan of Local 464a plan assets $1.1B -> $906M (-19.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226051600-001
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.