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

Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund

Taft-Hartley planNewark, NJ
Assets
$1.8B
Total assets, Mar 31, 2025 reported
Funded
109.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
27
1 managers on Schedule C
Plan sponsor: Board of Trustees H&gl Local Unions 472 & 172 of Nj Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.3%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 2.5%
  • Corporate debt instruments (preferred) 4.7%
  • U.S. Government securities 9.2%
  • Other investments 2.7%
  • Other loans 0.1%
  • Partnership/joint venture interests 1.1%
  • 103-12 investment entities 0.8%
  • Common/collective trusts 13.4%
  • Pooled separate accounts 4.6%
  • Registered investment companies 20.1%
  • Common stock 32.3%
  • Real estate (other than employer real property) 2.3%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$54.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$27.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Prudential Core Bond Fundcollective trustPrudential Trust Co.Fixed income$58.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025EB Temporary Investmentcollective trustBNY MellonPooled vehicles$38.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$91.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$21.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$29.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$2,016 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$84.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$20.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$27.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$1,915 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$65.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Prudential Core Bond Fundcollective trustPrudential Trust Co.Fixed income$55.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$87.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Prudential Core Bond Fundcollective trustPrudential Trust Co.Fixed income$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Collective Eafe IndePooled vehicles$65.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023All-Country World Ex-Us Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$17.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$24.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023NT Collective Short Term Investmentcollective trustNorthern Trust Collective Eafe IndeCash$1,814 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.8B Mar 31, 2025 reported Form 5500
$1.6B (2024-03) · $1.4B (2023-03)
Plan assets
$1.6B Apr 1, 2024 reported Form 5500
$1.4B (2023-04) · $1.4B (2022-04)
Net assets
$1.8B Mar 31, 2025 reported Form 5500
$1.6B (2024-03) · $1.4B (2023-03)
Funded ratio
109.9% Apr 1, 2024 reported Form 5500
107.2% (2023-04) · 104.6% (2022-04)
Participants
13,846 Apr 1, 2024 reported Form 5500
13,438 (2023-04) · 13,308 (2022-04)
Contributions
$144M Mar 31, 2025 reported Form 5500
$133M (2024-03) · $127M (2023-03)
Benefits paid
$82.3M Mar 31, 2025 reported Form 5500
$78.6M (2024-03) · $69.8M (2023-03)
Net investment income
$142M Mar 31, 2025 reported Form 5500
$242M (2024-03) · $-7.5M (2023-03)
Investment management fees
$2.5M Mar 31, 2025 reported Form 5500
$2.1M (2024-03) · $1.6M (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 202513,846n/an/an/a$1.8B$19.3Mn/a$41.3M
2023 to Mar 31, 202413,438n/an/an/a$1.6B$19.7Mn/a$42.1M
2022 to Mar 31, 202313,308n/an/an/a$1.4B$23.5Mn/a$16.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship started
    Loomis Sayles & Company appears on Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Saylesaskebsa.dol.gov
  • Apr 1, 2024Funded status changed
    Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund funded ratio 107.2% -> 109.9% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Apr 1, 2024Assets changed
    Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund plan assets $1.4B -> $1.6B (+17.7%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund total assets $1.4B -> $1.6B (+18.7%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund funded ratio 104.6% -> 107.2% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226032103-001
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.