National Integrated Group Pension Plan
Taft-Hartley plan, based in Scranton, Pennsylvania, reporting $1.6B in assets, for 45,587 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Principal Global Investors, LLC appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 3 more managers, 30 more commitments and 7 more dated events
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- Diversified Internatinal Equity Fd3 commitments
- Jpmcb Core Bond Fund3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Prudential Insurance Company of Ame15 commitments
- Principal6 commitments
- Principal Global Investors LLC3 commitments
Relationship network
53 connected entities33 observed commitments18 repeat counterparties29 dated commitments shown here, 2022 to 2024
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 1.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 36.8%
- U.S. Government securities 13.3%
- Other investments 0.1%
- Partnership/joint venture interests 0.3%
- Common/collective trusts 12.3%
- Pooled separate accounts 35.6%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2024 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Prudential Insurance Company of Ame15 rows, latest Dec 31, 2024
- Principal6 rows, latest Dec 31, 2024
- Principal Global Investors LLC3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Principal Global Investors LLCplan years 2024
- JP Morgan Chaseplan years
- JP Morgan Investment Management, inplan years 2024
+10 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
- Dec 31, 2024Manager relationship startedPrincipal Global Investors, LLC appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principal Global Investors LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis, Sayles & Company, LP appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJpmorgan Chase Bank, N.A. no longer appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrincipal Core Plus Bond appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Principalaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJP Morgan Special Situation Propert appears on National Integrated Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Special Situationsaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Diversified Internatinal Equity Fdcollective trust | Principal Global Investors LLC | Hedge / diversifiers | $51.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $126M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $23.3M held | Disclosed holding | askebsa.dol.gov |
+30 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 45,587 | Not disclosed | Not disclosed | n/a | $1.6B | $4.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 46,863 | Not disclosed | Not disclosed | n/a | $1.6B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 48,254 | Not disclosed | Not disclosed | n/a | $646M | Not disclosed | Not disclosed | Not disclosed |
- Empower Annuity Insurance Company codes 13 50 $2.5M PY2024
- Loomis, Sayles & Company, LP codes 28 50 $588,919 PY2024
- Baird Advisors codes 28 50 $515,825 PY2024
+78 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
National Integrated Group 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+9 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
+21 connections on the graph
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