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

Central Pennsylvania Teamsters Defined Benefit Plan

Taft-Hartley planWyomissing, PA
Assets
$1.5B
Total assets, Dec 31, 2024 reported
Funded
98.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
none on the tape
Plan sponsor: Central Pennsylvania Teamsters Pension Fund, Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 4.0%
  • U.S. Government securities 3.0%
  • Other investments 2.6%
  • Partnership/joint venture interests 24.0%
  • 103-12 investment entities 13.8%
  • Common/collective trusts 28.6%
  • Common stock 21.8%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$191M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$42.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Causeway Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$56.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$57.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles High Yield Conservaticollective trustLoomis SaylesFixed income$80.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$81.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$74.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wacap - O Direct Lending Fund Unlev103 12 ieWashington Capital Management, Inc.Private credit$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$33.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$173M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Causeway Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$63.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$57.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles High Yield Conservaticollective trustLoomis SaylesFixed income$68.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$84.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$63.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wacap - O Direct Lending Fund Unlev103 12 ieWashington Capital Management, Inc.Private credit$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Russell 1000 Indexcollective trustNorthern Trust Collective Eafe IndePooled vehicles$137M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Govt Short Term Invtcollective trustNorthern Trust Collective Eafe IndeCash$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Causeway Collective Investment Truscollective trustSEI Trust CompanyPooled vehicles$69.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Sierra Franklin Eafe Plus Equity Trcollective trustSierra Investmetn Partners, Inc.Public equity$52.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles High Yield Conservaticollective trustLoomis SaylesFixed income$61.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$91.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Goldentree Multi-Sector Fund Offsho103 12 ieGoldentree Asset ManagementPooled vehicles$55.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.5B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.2B (2022-12)
Plan assets
$1.4B Jan 1, 2024 reported Form 5500
$1.3B (2023-01) · $1.4B (2022-01)
Net assets
$1.5B Dec 31, 2024 reported Form 5500
$1.4B (2023-12) · $1.2B (2022-12)
Funded ratio
98.0% Jan 1, 2024 reported Form 5500
92.2% (2023-01) · 94.3% (2022-01)
Participants
26,221 Jan 1, 2024 reported Form 5500
27,168 (2023-01) · 27,236 (2022-01)
Contributions
$97.7M Dec 31, 2024 reported Form 5500
$98.1M (2023-12) · $92.5M (2022-12)
Benefits paid
$130M Dec 31, 2024 reported Form 5500
$124M (2023-12) · $120M (2022-12)
Net investment income
$90.8M Dec 31, 2024 reported Form 5500
$130M (2023-12) · $-161M (2022-12)
Investment management fees
$3.4M Dec 31, 2024 reported Form 5500
$3.2M (2023-12) · $3.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202426,221n/an/an/a$1.5B$360Mn/an/a
2023 to Dec 31, 202327,168n/an/an/a$1.4B$355Mn/an/a
2022 to Dec 31, 202227,236n/an/an/a$1.2B$383Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Washington Capital Management, Inc. codes 28 51 $957,916 PY2024
  • Morgan, Lewis, & Bockius LLP codes 29 50 $660,535 PY2024
  • Westfield Capital Mgmt CO.LP codes 28 51 $603,859 PY2024
  • Great Lakes Advisors, LLC codes 28 51 $517,499 PY2024
  • Segall Bryant & Hamill codes 28 52 $495,515 PY2024
  • Sierra Investment Partners, Inc. codes 28 51 $358,358 PY2024
  • Loomis Sayles Trust Company codes 51 $258,077 PY2024
  • Cbiz Rps codes 11 50 70 $191,342 PY2024
  • Investment Performance Services codes 27 51 $190,000 PY2024
  • Willig, Williams & Davidson codes 29 50 $160,387 PY2024
  • Michelle L Houck codes 30 50 $107,946 PY2024
  • Joseph J. Samolewicz codes 30 64 $105,557 PY2024
  • Ashley Bortz codes 30 50 $90,292 PY2024
  • Northern Trust Company codes 19 68 72 $90,241 PY2024
  • Judith a Guidara codes 30 50 $88,618 PY2024
  • Martin L Cullen codes 30 50 $79,512 PY2024
  • James Stricker codes 30 50 $75,579 PY2024
  • Krystal Cruz-Galo codes 30 50 $70,630 PY2024
  • Essex Technology Group codes 15 50 $68,926 PY2024
  • Novak Francella LLC codes 10 50 $62,458 PY2024
  • Debra Pfennig codes 30 50 $61,178 PY2024
  • Rusty Kemp codes 30 50 $61,147 PY2024
  • Lisa Marderness codes 30 50 $60,960 PY2024
  • Richard Pastuszek codes 30 50 $58,958 PY2024
  • Robert Genslinger codes 30 50 $54,986 PY2024
  • Kyle Weller codes 30 50 $52,682 PY2024
  • Peter Shiffer codes 30 50 $49,336 PY2024
  • Chemere Pearson codes 30 50 $48,906 PY2024
  • Lori Kemmerer codes 30 50 $48,156 PY2024
  • Amanda Patton codes 30 50 $48,132 PY2024
  • Damien Wild codes 30 50 $45,387 PY2024
  • LV Print Center codes 36 50 $43,183 PY2024
  • Weidenhammer Systems Corp codes 15 50 $41,420 PY2024
  • Allynn Seidel codes 30 50 $41,319 PY2024
  • Charlotte Houser codes 30 50 $40,023 PY2024
  • Kelly Snyder codes 30 50 $39,441 PY2024
  • Lisa M Mieczkowski codes 30 50 $38,395 PY2024
  • Cailin Adams codes 30 50 $32,381 PY2024
  • Jill Schmale codes 30 50 $29,540 PY2024
  • Keystone 74 Benefits & Admin. LLC codes 11 50 70 $24,700 PY2024
  • Doyle Printing & Offset Co. codes 36 50 $11,816 PY2024
  • Kenneth a. Ross codes 20 50 $10,575 PY2024
  • Stratix Systems, Inc. codes 15 50 $10,126 PY2024
  • Kevin M. Bolig codes 20 50 $9,423 PY2024
  • Bridgeway Benefit Technologies, LLC codes 15 50 $8,512 PY2024
  • Edwards Business Systems codes 15 50 $6,463 PY2024
  • Packet Watch (wgm Assoc. LLC DBA) codes 15 50 $6,258 PY2024
  • Fabricant & Fabricant Inc codes 22 53 PY2024
  • Hamilton Lane Advisors, LLC codes 28 52 PY2024
  • Intercontinental R/e Corporation codes 28 52 PY2024
  • NT Collective Russell 1000 Index Fu Sched. D C $191M PY2024
  • NT Collective Government Short Term Sched. D C $42.5M PY2024
  • Causeway Collective Investment Trus Sched. D C $56.8M PY2024
  • Sierra Franklin Eafe Plus Equity Tr Sched. D C $57.6M PY2024
  • Loomis Sayles High Yield Conservati Sched. D C $80.2M PY2024
  • Washington Capital Joint Master Tru Sched. D E $81.7M PY2024
  • Goldentree Multi-Sector Fund Offsho Sched. D E $74.8M PY2024
  • Wacap O Direct Lending Fund Unlever Sched. D E $16.7M PY2024
  • Wacap Sp Infrastructure Fund IV Fee Sched. D E $33.6M PY2024
  • Keystone 74 Benefits and Admin codes 11 PY2024
  • Washington Capital Management, Inc. codes 28 51 $1.0M PY2023
  • Westfield Capital Mgmt CO.LP codes 28 51 $626,455 PY2023
  • Morgan, Lewis, & Bockius LLP codes 29 50 $581,476 PY2023
  • Intercontinental R/e Corporation codes 28 51 $468,229 PY2023
  • Great Lakes Advisors, LLC codes 28 51 $445,485 PY2023
  • Segall Bryant & Hamill codes 28 52 $412,695 PY2023
  • Sierra Investment Partners, Inc. codes 28 51 $337,145 PY2023
  • Cbiz Rps codes 11 50 70 $262,288 PY2023
  • Loomis Sayles Trust Company codes 28 51 $223,146 PY2023
  • Investment Performance Services codes 27 51 $171,250 PY2023
  • Willig, Williams & Davidson codes 29 50 $143,087 PY2023
  • Michelle L Houck codes 30 50 $96,736 PY2023
  • Northern Trust Company codes 19 68 72 $86,552 PY2023
  • Ashley Bortz codes 30 50 $84,031 PY2023
  • Judith a Guidara codes 30 50 $83,150 PY2023
  • Joseph J. Samolewicz codes 30 64 $82,608 PY2023
  • Martin L Cullen codes 30 50 $64,091 PY2023
  • Debra Pfennig codes 30 50 $63,361 PY2023
  • Lisa Marderness codes 30 50 $62,654 PY2023
  • Novak Francella LLC codes 10 50 $61,959 PY2023
What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    Loomis Sayles Trust Company no longer appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Central Pennsylvania Teamsters Defined Benefit Plan funded ratio 92.2% -> 98.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Central Pennsylvania Teamsters Defined Benefit Plan plan assets $1.3B -> $1.4B (+10.3%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Central Pennsylvania Teamsters Defined Benefit Plan first reports an interest in Wacap Sp Infrastructure Fund IV Fee (Wcap - Sp Infrastructure Fund IV F): $27M at 2023-12-31
    with Wcap - Sp Infrastructure Fund IV Faskebsa.dol.gov
  • Dec 31, 2023Holding started
    Central Pennsylvania Teamsters Defined Benefit Plan first reports an interest in Wacap - O Direct Lending Fund Unlev: $5M at 2023-12-31
    with Wacap - O Direct Lending Fund Unlevaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Segall Bryant & Hamill appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Segall Bryant & Hamill LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    William Blair Investment Management no longer appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blair Investment Mgmt, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Central Pennsylvania Teamsters Defined Benefit Plan total assets $1.2B -> $1.4B (+11.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Central Pennsylvania Teamsters Defined Benefit Plan funded ratio 94.3% -> 92.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236262789-001
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.