Screen Actors Guild - Producers Pension Plan
Taft-Hartley plan, based in Burbank, California, reporting $5.3B in assets, for 69,196 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Segal Company (western States) no longer appears on Screen Actors Guild - Producers Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
26 more advisers, 13 more managers, 48 more commitments and 31 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- Prisa3 commitments
- Artisan Multiple Investment Trust3 commitments
- Prisa II Sa3 commitments
- Northern Trust Investments, Inc.10 commitments
- Prudential Insurance Company of Ame6 commitments
- Artisan Partners3 commitments
Relationship network
309 connected entities51 observed commitments32 repeat counterparties24 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 1.5%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 2.3%
- U.S. Government securities 2.6%
- Other investments 12.6%
- Partnership/joint venture interests 22.8%
- 103-12 investment entities 10.6%
- Common/collective trusts 41.2%
- Pooled separate accounts 2.9%
- Registered investment companies 1.1%
- Real estate (other than employer real property) 1.2%
Consultants and advisers
- Avanade Inc. General consultantthrough Dec 31, 2024 Form 5500
- NTH Generation Computing, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Radixbay, LLC. General consultantthrough Dec 31, 2024 Form 5500
+26 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
- Northern Trust Investments, Inc.10 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Artisan Partners3 rows, latest Dec 31, 2024
+13 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Earnest Partnersplan years
- Northern Trust Investments, Incorporatedplan years
- Artisan Partnersplan years
+16 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceScreen Actors Guild - Producers Pension Plan no longer reports NT Collective Long-Term Govt Bd (last held $88M at 2023-12-31; absent from the 2024-12-31 filing)with NT Collective Long-Term Govt Bdaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceScreen Actors Guild - Producers Pension Plan no longer reports Bridgewater Pure Alpha Major Market (last held $57M at 2023-12-31; absent from the 2024-12-31 filing)with Bridgewater Pure Alpha Major Marketaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceScreen Actors Guild - Producers Pension Plan no longer reports NT Collective Aggregate Bond Index (Northern Trust Collective Eafe Inde) (last held $31,980 at 2023-12-31; absent from the 2024-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company (western States) no longer appears on Screen Actors Guild - Producers Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co (western States), Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNational Investment Services no longer appears on Screen Actors Guild - Producers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Svcs of Ameraskebsa.dol.gov
+31 more dated events
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 Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $36.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wellington Cft Blended Opportunisticollective trust | Wellington Trust Company, Na | Pooled vehicles | $39.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $219M held | Disclosed holding | askebsa.dol.gov |
+48 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 Dec 31, 2024 | 69,196 | Not disclosed | Not disclosed | n/a | $5.3B | $1.2B | Not disclosed | $63.3M |
| 2023 to Dec 31, 2023 | 69,149 | Not disclosed | Not disclosed | n/a | $4.9B | $962M | Not disclosed | $64.3M |
| 2022 to Dec 31, 2022 | 67,334 | Not disclosed | Not disclosed | n/a | $4.4B | $642M | Not disclosed | $84.2M |
- Bridgewater codes 28 51 52 $3.9M PY2024
- JP Morgan Asset Management Inc codes 27 28 50 51 52 $2.8M PY2024
- Hamilton Lane codes 28 51 52 $1.6M PY2024
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Screen Actors Guild - Producers Pension Plan sits on 131 traced paths of capital across the graphs.
DFX traced 131 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 ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+33 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
+50 connections on the graph
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