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 Industrial Employees Pension Fund
Taft-Hartley planElmwood Park, NJ
Assets
$74.5M
Total assets, Dec 31, 2024 reported
Funded
61.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Teamsters Industrial Employees Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 15.0%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 19.8%
- Partnership/joint venture interests 21.2%
- Common/collective trusts 11.5%
- Registered investment companies 15.5%
- Common stock 5.0%
Consultants and advisers
7 firms
- State Street Global Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
- Chartwell Investment Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ironsides Offshore Co-Inv. Fund VII Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- State Street - Russell 20003 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- The Boston Companyplan years 2024
- Sage Advisory Services Ltd. Co.plan years 2022
Commitments
3 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 | Ssga Russell 3000 Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ssga Russell 3000 Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ssga Russell 3000 Index Nl Fundcollective trust | State Street - Russell 2000 | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$93,480 (2023-12) · $102,676 (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 | 1,888 | n/a | n/a | n/a | $74.5M | $15.8M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,891 | n/a | n/a | n/a | $70.4M | $16.6M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,903 | n/a | n/a | n/a | $67.0M | $16.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company codes 11 50 $150,610 PY2024
- Tenj Welfare Fund codes 49 50 $110,064 PY2024
- Cohen, Leder, Montalbano & Grossman codes 29 50 $74,239 PY2024
- Sage Advisory Services codes 28 51 $41,273 PY2024
- Weaver & Tidwell LLP codes 10 50 $31,479 PY2024
- Amalgamated Bank codes 19 27 28 51 52 $17,787 PY2024
- Boston Partners codes 26 51 $13,187 PY2024
- Chartwell Investment Partners codes 27 51 52 $8,231 PY2024
- Bridgeway Benefit Technologies codes 49 50 $6,574 PY2024
- State Street Global Advisors codes 27 51 $5,158 PY2024
- Russell 3000 R Index Nl Fund Cm Sched. D C $8.6M PY2024
- Segal codes 11 PY2024
- Tenj Welfare Fund codes 49 $269,631 PY2023
- The Segal Company codes 11 $179,578 PY2023
- Cohen, Leder, Montalbano & Grossman codes 29 $75,475 PY2023
- Sage Advisory Services codes 28 51 $44,513 PY2023
- Buchbinder Tunick & Company LLP codes $28,770 PY2023
- Morgan Stanley codes 27 $23,000 PY2023
- Chartwell Investment Partners codes 27 $21,899 PY2023
- Bridgeway Benefit Technologies codes 49 $20,859 PY2023
- Amalgamated Bank codes 19 27 28 $12,829 PY2023
- Jenda Technology LLC codes 49 $11,941 PY2023
- Ssga Russell 300 Index Nl Fund Sched. D C $6.9M PY2023
- Segal codes 11 PY2023
- Tenj Welfare Fund codes 49 $334,281 PY2022
- The Segal Company codes 11 $139,638 PY2022
- Cohen, Leder, Montalbano & Grossman codes 29 $53,405 PY2022
- Sage Advisory Services codes 28 51 $39,564 PY2022
- Buchbinder Tunick & Company LLP codes 10 $28,770 PY2022
- Innovative Software Solution codes 49 $25,779 PY2022
- Morgan Stanley codes 27 $23,000 PY2022
- Chartwell Investment Partners codes 27 $22,820 PY2022
- Constitution Capital Partners, LLC codes 15 27 28 $19,318 PY2022
- Amalgamated Bank codes 19 27 28 51 $13,552 PY2022
- Jenda Technology LLC codes 49 $10,514 PY2022
- Ssga Russell 300 Index Nl Fund Sched. D C $5.1M PY2022
- Segal codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley no longer appears on Teamsters Industrial Employees Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceState Street Global Advisors appears on Teamsters Industrial Employees Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with State Street Global Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceConstitution Capital Partners, LLC no longer appears on Teamsters Industrial Employees Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ironsides Offshore Co-Inv. Fund VIIaskebsa.dol.gov
- Jan 1, 2023Funded status changedTeamsters Industrial Employees Pension Fund funded ratio 66.1% -> 59.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeamsters Industrial Employees Pension Fund plan assets $80M -> $67M (-16.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226099363-001
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.