Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations
Taft-Hartley plan, based in NEW York, New York, reporting $105M in assets, for 670 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $12M at 2025-06-30.
1 more adviser, 5 more managers and 21 more commitments
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- Rainier International Small Cap Eq3 commitments
- Mackay Shields Collective Investmen3 commitments
- Longview Smallcap 600 Index Fund3 commitments
- Mackay Shields3 commitments
- Amalgamated Bank of New York3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
43 connected entities24 observed commitments15 repeat counterparties12 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
- Organization
›How strength and recency are read
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
Allocation policy
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 3.0%
- U.S. Government securities 7.8%
- Other investments 0.3%
- Partnership/joint venture interests 7.1%
- Common/collective trusts 37.7%
- Pooled separate accounts 9.4%
- Registered investment companies 9.2%
- Common stock 24.2%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Newtower Trust Company Trusteethrough Jun 30, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Mackay Shields3 rows, latest Jun 30, 2025
- Amalgamated Bank of New York3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Metropolitan West Asset Managementplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $12M at 2025-06-30with Invesco Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations no longer reports ASB Labor Equity Index Fund (Afl-Cio Equity Fund) (last held $6M at 2024-06-30; absent from the 2025-06-30 filing)with Chevy Chase Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceASB Capital Management, LLC no longer appears on Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's Schedule C as investment manager (plan year 2024 vs 2023)with ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Union Labor Life Insurance Co no longer appears on Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's Schedule C as investment manager (plan year 2024 vs 2023)with Union Labor Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceGreat Lakes Advisors LLC no longer appears on Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's Schedule C as investment manager (plan year 2023 vs 2022)with Great Lakes Advisorsaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Rainier International Small Cap Eqcollective trust | SEI Trust Company | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
+21 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 670 | Not disclosed | Not disclosed | n/a | $105M | $7.5M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 676 | Not disclosed | Not disclosed | n/a | $110M | $6.7M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 693 | Not disclosed | Not disclosed | n/a | $103M | $8.0M | Not disclosed | Not disclosed |
- Nycdcc Welfare Fund codes 15 50 $152,318 PY2024
- Morgan Stanley - Graystone codes 27 51 $75,000 PY2024
- TCW Asset Management Company LLC codes 28 51 68 $62,522 PY2024
+74 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Manager relationship ended2024-12-31source on record
+2 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
+15 connections on the graph
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