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
National Basketball Association Players' Pension Plan
Taft-Hartley planIndianapolis, IN
Assets
$725M
Total assets, Feb 1, 2025 reported
Funded
50.8%
Feb 2, 2024
Private markets target
n/a
policy Feb 1, 2025
Commitments
14
none on the tape
Plan sponsor: Board of Trustees of Nba Players' Pension Plan
Allocation policy
Form 5500, as of Feb 1, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 0.9%
- U.S. Government securities 1.3%
- Other investments 0.0%
- Partnership/joint venture interests 11.9%
- 103-12 investment entities 32.6%
- Common/collective trusts 28.7%
- Registered investment companies 3.1%
- Common stock 20.0%
- Preferred stock 0.0%
Consultants and advisers
5 firms
- Mercer Health & Benefits Adm. LLC General consultantthrough Feb 1, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Feb 1, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Feb 1, 2023 Form 5500
- U.S. Bank, N.A. Custodianthrough Feb 1, 2023 Form 5500
- Segal Actuarythrough Feb 1, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Trust Co.3 rows, latest Feb 1, 2025
- Wellington3 rows, latest Feb 1, 2025
- Brandywine Global Investment Mgmt.3 rows, latest Feb 1, 2025
- Rhumbline Advisers Corp3 rows, latest Feb 1, 2025
From Schedule C (investment management, code 28)
- Riverbridge Partnersplan years 2023
- Cooke & Bieler, L.P.plan years 2023
- Prudential Trust Co.plan years 2023
- Brandywine Global Investment Manageplan years 2023
- Earnest Partnersplan years 2023
- Rhumbline Advisers Corpplan years 2023
- Allspring Global Investments LLCplan years 2023
- Wellington Managementplan years 2023
Commitments
14 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 Feb 1, 2025 | Prudential Core Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $106M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2025 | Wtc-Ctf International Opportunitiescollective trust | Wellington | Pooled vehicles | $102M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2025 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $55.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2025 | Rhumbline S&p Index Pooled Trust103 12 ie | Rhumbline Advisers Corp | Pooled vehicles | $181M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2024 | Prudential Core Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $69.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2024 | Wtc-Ctf International Opportunitiescollective trust | Wellington | Pooled vehicles | $108M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2024 | Wtc-Ctf Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $60.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2024 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $38.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2024 | Rhumbline S&p Index Pooled Trust103 12 ie | Rhumbline Advisers Corp | Pooled vehicles | $101M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2023 | Prudential Core Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $50.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2023 | Wtc-Ctf International Opportunitiescollective trust | Wellington | Pooled vehicles | $103M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2023 | Wtc-Ctf Opportunistic Invest Allocacollective trust | Wellington Trust Company, Na | Hedge / diversifiers | $57.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2023 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 1, 2023 | Rhumbline S&p Index Pooled Trust103 12 ie | Rhumbline Advisers Corp | Pooled vehicles | $77.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Feb 1, 2025 | 2,092 | n/a | n/a | n/a | $725M | $86.3M | n/a | n/a |
| 2023 to Feb 1, 2024 | 1,976 | n/a | n/a | n/a | $610M | $85.1M | n/a | n/a |
| 2022 to Feb 1, 2023 | 1,943 | n/a | n/a | n/a | $540M | $85.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Co. (eastern States) Inc. codes 11 50 $1.2M PY2024
- Wellington Management Company, LLP codes 28 51 52 $838,709 PY2024
- Roberts & Holland codes 29 50 $679,985 PY2024
- Zenith American Solutions codes 13 50 $417,311 PY2024
- Blitman & King codes 29 50 $325,830 PY2024
- Allspring Global Investments, LLC codes 28 51 52 $288,650 PY2024
- Riverbridge Partners codes 28 51 $265,498 PY2024
- Cooke & Bieler, LP codes 28 51 $215,345 PY2024
- Mercer Health & Benefits Adm. LLC codes 16 50 $181,142 PY2024
- Prudential Trust Co-Qma codes 28 51 $176,885 PY2024
- Brandywine Global Investment Manage codes 28 50 $169,146 PY2024
- Segal Advisors codes 27 51 $149,083 PY2024
- U.S. Bank, N.A. codes 15 19 27 50 59 $112,068 PY2024
- Eisneramper LLP codes 10 50 $72,350 PY2024
- Rhumbline Advisers Corp. codes 28 51 52 $33,646 PY2024
- Earnest Partners codes 28 51 $32,264 PY2024
- Rhumbline S&p Index Pooled Trust Sched. D E $181M PY2024
- Wtc-Ctf Opportunistic Invest Alloca Sched. D C PY2024
- Prudential Core Bond Fund Sched. D C $106M PY2024
- Wtc-Ctf International Opportunities Sched. D C $102M PY2024
- Brandywine Global Invest.mgmt.trust Sched. D E $55.8M PY2024
- Segal codes 11 PY2024
- The Segal Co. (eastern States) Inc. codes 11 50 $1.3M PY2023
- Wellington Management Company, LLP codes 28 51 52 $1.0M PY2023
- Zenith American Solutions codes 13 50 $415,689 PY2023
- Roberts & Holland codes 29 50 $364,570 PY2023
- Allspring Global Investments, LLC codes 28 51 52 $309,599 PY2023
- Blitman & King codes 29 50 $304,264 PY2023
- Riverbridge Partners codes 28 51 $252,029 PY2023
- Cooke & Bieler, LP codes 28 51 $207,784 PY2023
- Mercer Health & Benefits Adm. LLC codes 16 50 $196,180 PY2023
- Prudential Trust Co-Qma codes 28 51 $173,396 PY2023
- Segal Advisors codes 27 51 $111,438 PY2023
- U.S. Bank, N.A. codes 15 19 27 50 59 $95,679 PY2023
- Brandywine Global Investment Manage codes 28 50 $83,332 PY2023
- Eisneramper LLP codes 10 50 $72,800 PY2023
- Earnest Partners codes 28 51 $44,857 PY2023
- Rhumbline Advisers Corp. codes 28 51 52 $24,947 PY2023
- Wtc-Ctf Opportunistic Invest Alloca Sched. D C $60.4M PY2023
- Rhumbline S&p Index Pooled Trust Sched. D E $101M PY2023
- Brandywine Global Invest.mgmt.trust Sched. D E $38.8M PY2023
- Prudential Core Bond Fund Sched. D C $69.5M PY2023
- Wtc-Ctf International Opportunities Sched. D C $108M PY2023
- Segal codes 11 PY2023
- The Segal Co. (eastern States) Inc. codes 11 50 $1.1M PY2022
- Wellington Management Company, LLP codes 28 51 52 $920,545 PY2022
- Zenith American Solutions codes 13 50 $412,456 PY2022
- Roberts & Holland codes 29 50 $387,298 PY2022
- Allspring Global Investments, LLC codes 28 51 52 $249,293 PY2022
- Blitman & King codes 29 50 $241,427 PY2022
- Riverbridge Partners codes 28 51 $219,443 PY2022
- Mercer Health & Benefits Adm. LLC codes 16 50 $181,021 PY2022
- Cooke & Bieler, LP codes 28 51 $168,143 PY2022
- Prudential Trust Co-Qma codes 28 51 $138,947 PY2022
- Brandywine Global Investment Manage codes 28 50 $98,263 PY2022
- Segal Advisors codes 27 51 $89,654 PY2022
- U.S. Bank, N.A. codes 15 19 27 50 59 $89,222 PY2022
- Eisneramper LLP codes 10 50 $68,750 PY2022
- Earnest Partners codes 28 51 $50,942 PY2022
- Rhumbline Advisers Corp. codes 28 51 52 $21,047 PY2022
- Wtc-Ctf Opportunistic Invest Alloca Sched. D C $57.4M PY2022
- Brandywine Global Investment Mgmt Sched. D E $28.7M PY2022
- Rhumbline S&p Index Pooled Trust Sched. D E $77.0M PY2022
- Wtc-Ctf International Opportunities Sched. D C $103M PY2022
- Prudential Core Bond Fund Sched. D C $50.8M PY2022
- Segal codes 11 PY2022
What changed
6 events
- Feb 1, 2025Holding endedinferenceNational Basketball Association Players' Pension Plan no longer reports Wtc-Ctf Opportunistic Invest Alloca (last held $60M at 2024-02-01; absent from the 2025-02-01 filing)with Wtc-Ctf Opportunistic Invest Allocaaskebsa.dol.gov
- Feb 1, 2025Assets changedNational Basketball Association Players' Pension Plan total assets $610M -> $725M (+18.8%, 2024-02-01 to 2025-02-01)
- Feb 2, 2024Assets changedNational Basketball Association Players' Pension Plan plan assets $537M -> $605M (+12.6%, 2023-02-02 to 2024-02-02)
- Feb 1, 2024Assets changedNational Basketball Association Players' Pension Plan total assets $540M -> $610M (+13.0%, 2023-02-01 to 2024-02-01)
- Feb 2, 2023Funded status changedNational Basketball Association Players' Pension Plan funded ratio 56.0% -> 49.2% (2022-02-02 to 2023-02-02)
- Feb 2, 2023Assets changedNational Basketball Association Players' Pension Plan plan assets $605M -> $537M (-11.2%, 2022-02-02 to 2023-02-02)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 832172122-001
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.