DFX Intelligence

Allocator Intelligence

The Local 259 Pension Fund

Taft-Hartley plan· Englewood Cliffs, New Jersey

Taft-Hartley plan, based in Englewood Cliffs, New Jersey, reporting $142M in assets, for 4,433 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$142M
Funded ratio
115.9%
Fund commitments
4
Managers
3
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (4)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, ASB Capital Management, LLC appears on The Local 259 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).

3 more advisers and 8 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.

Capital path

who backs this record, through what, into what; each name opens its own path
The Local 259 Pension Fund
Funds committed to
All 4
Managers

Relationship network

25 connected entities11 observed commitments8 repeat counterparties9 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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$142M
Total assets, Dec 31, 2024 reported
Funded
115.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
1 manager on Schedule C
Plan sponsor: Board of Trustees of the Local 259 Pensi Pension Fund

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.4%
  • Common/collective trusts 81.3%
  • Registered investment companies 15.5%

Consultants and advisers

6 firms

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

What changed

4 events
  • Dec 31, 2024Consultant changedinference
    ASB Capital Management, LLC appears on The Local 259 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with ABS Allegiance Real Estateaskebsa.dol.gov
  • Dec 31, 2023Holding started
    The Local 259 Pension Fund first reports an interest in BNY Mellon Broad Market Stock Index: $6M at 2023-12-31
    with BNY Mellon Broad Market Stock Indexaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Marco Advisors no longer appears on The Local 259 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    The Local 259 Pension Fund plan assets $145M -> $124M (-14.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

11 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Labor Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$62.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BNY Mellon Broad Market Stock Indexcollective trustBNY MellonPublic equity$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Core Bond Index Fundcollective trustAmalgamated Bank of New YorkFixed income$32.8M heldDisclosed holdingaskebsa.dol.gov

+8 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

30 readings
Total assets
$142M Dec 31, 2024 reported Form 5500
$133M (2023-12) · $124M (2022-12)
Plan assets
$132M Jan 1, 2024 reported Form 5500
$124M (2023-01) · $145M (2022-01)
Net assets
$142M Dec 31, 2024 reported Form 5500
$133M (2023-12) · $124M (2022-12)
Funded ratio
115.9% Jan 1, 2024 reported Form 5500
114.0% (2023-01) · 114.7% (2022-01)
Participants
4,433 Jan 1, 2024 reported Form 5500
4,432 (2023-01) · 4,479 (2022-01)
Contributions
$3.3M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.2M (2022-12)
Benefits paid
$5.9M Dec 31, 2024 reported Form 5500
$5.7M (2023-12) · $5.6M (2022-12)
Net investment income
$8.6M Dec 31, 2024 reported Form 5500
$9.0M (2023-12) · -$21.0M (2022-12)
Investment management fees
$223,973 Dec 31, 2024 reported Form 5500
$253,751 (2023-12) · $334,915 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,433Not disclosedNot disclosedn/a$142MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,432Not disclosedNot disclosedn/a$133MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,479Not disclosedNot disclosedn/a$124MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+37 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 136115077-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

The Local 259 Pension Fund sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

4 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Holding in a pooled vehicle started
    2023-12-31source on record
  • Consultant changed
    2023-12-31source on record

+1 more change on this record's ledger

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

+11 connections on the graph