National Basketball Association Players' Pension Plan
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $725M in assets, for 2,092 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Feb 2025, National 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).
2 more advisers, 2 more managers, 11 more commitments and 1 more dated event
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- Prudential Core Bond Fund3 commitments
- Wtc-Ctf International Opportunities3 commitments
- Brandywine Global Investment Manage3 commitments
- Prudential Trust Co.3 commitments
- Wellington3 commitments
- Brandywine Global Investment Mgmt.3 commitments
Relationship network
32 connected entities14 observed commitments11 repeat counterparties11 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
- 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
- Mercer Health & Benefits Adm. LLC General consultantthrough Feb 1, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Feb 1, 2023 Form 5500
- U.S. Bank, N.A. Custodianthrough Feb 1, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- 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
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Wellingtonplan years
- Wellington Trust Company, Naplan years
- Cooke & Bieler, L.P.plan years 2023
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| 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 |
+11 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 Feb 1, 2025 | 2,092 | Not disclosed | Not disclosed | n/a | $725M | $86.3M | Not disclosed | Not disclosed |
| 2023 to Feb 1, 2024 | 1,976 | Not disclosed | Not disclosed | n/a | $610M | $85.1M | Not disclosed | Not disclosed |
| 2022 to Feb 1, 2023 | 1,943 | Not disclosed | Not disclosed | n/a | $540M | $85.4M | Not disclosed | Not disclosed |
- 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
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
National Basketball Association Players' Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2025-02-01source on record
- Total assets changed2025-02-01source on record
- Total assets changed2024-02-02source on record
+3 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
+16 connections on the graph
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