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

32bj School Workers Pension Fund

Taft-Hartley planNEW York, NY
Assets
$625M
Total assets, Jun 30, 2025 reported
Funded
94.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
23
1 managers on Schedule C
Plan sponsor: Board of Trustees of the 32bj School Workers Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 5.4%
  • Corporate debt instruments (preferred) 3.6%
  • U.S. Government securities 5.1%
  • Partnership/joint venture interests 8.7%
  • 103-12 investment entities 12.5%
  • Common/collective trusts 39.0%
  • Registered investment companies 8.7%
  • Common stock 13.7%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
23 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Loomis Sayles All Cap Growth Trustcollective trustLoomis SaylesPooled vehicles$64.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025International Equity Fund103 12 ieRBC Global Asset ManagementPublic equity$40.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$37.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Acadian Global Equity Fund103 12 ieAcadian Asset ManagementPublic equity$37.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$32.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$33.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Loomis Sayles All Cap Growth Trustcollective trustLoomis SaylesPooled vehicles$60.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024International Equity Fund103 12 ieRBC Global Asset ManagementPublic equity$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$38.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$38.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$37.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Acadian Global Equity Fund103 12 ieAcadian Asset ManagementPublic equity$32.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$30.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Loomis Sayles All Cap Growth Trustcollective trustLoomis SaylesPooled vehicles$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$43.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023International Equity Fund103 12 ieRBC Global Asset ManagementPublic equity$33.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$32.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Earnest Partners Smid Cap Core Fundcollective trustSEI Trust CompanyPooled vehicles$30.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$625M Jun 30, 2025 reported Form 5500
$565M (2024-06) · $515M (2023-06)
Plan assets
$542M Jul 1, 2024 reported Form 5500
$493M (2023-07) · $460M (2022-07)
Net assets
$598M Jun 30, 2025 reported Form 5500
$542M (2024-06) · $493M (2023-06)
Funded ratio
94.8% Jul 1, 2024 reported Form 5500
92.8% (2023-07) · 92.5% (2022-07)
Participants
14,656 Jul 1, 2024 reported Form 5500
14,778 (2023-07) · 14,380 (2022-07)
Contributions
$29.3M Jun 30, 2025 reported Form 5500
$22.8M (2024-06) · $21.0M (2023-06)
Benefits paid
$32.4M Jun 30, 2025 reported Form 5500
$30.7M (2024-06) · $29.5M (2023-06)
Net investment income
$56.9M Jun 30, 2025 reported Form 5500
$48.3M (2024-06) · $33.1M (2023-06)
Investment management fees
$1.4M Jun 30, 2025 reported Form 5500
$1.5M (2024-06) · $1.5M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202514,656n/an/an/a$625M$54.6Mn/an/a
2023 to Jun 30, 202414,778n/an/an/a$565M$55.2Mn/an/a
2022 to Jun 30, 202314,380n/an/an/a$515M$69.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Jun 30, 2025Assets changed
    32bj School Workers Pension Fund total assets $565M -> $625M (+10.5%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Jpmorgan Chase appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    JPM Chase no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with JPM Chaseaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Amalgamated Bank appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Mesirow Institutional Inv Mngmt Inc no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mesirow Institutional Inv Mgmtaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Metlife Investment Management appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metlife Investment Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    The Segal Company no longer appears on 32bj School Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Jul 1, 2024Funded status changed
    32bj School Workers Pension Fund funded ratio 92.8% -> 94.8% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding started
    32bj School Workers Pension Fund first reports an interest in Acadian Global Equity Fund (Acadian Asset Management): $33M at 2024-06-30
    with Acadian Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Amalgamated Bank no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131957585-001
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.