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AllocatorsPlantaft hartley<100m

Teamsters Local 814 Pension Fund

Allocators

North Haledon, NJ

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Search this name across graphsid dfx:al:d6216f49-b95c-4fef-8937-503ff07cb234

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $92.8Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 76%
Participants: 1,887
Commitments: 15with an amount; holdings are counted apart
Managers: 4
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$26.5M	Dec 31, 2024	103 12 ie	Dol form 5500 pension
NT Collective Russell 3000 Index Fd	Northern Trust Investments, Inc.	Pooled vehicle	$26.4M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$25.8M	Dec 31, 2023	103 12 ie	Dol form 5500 pension
NT Collective Russell 3000 Index Fd	Northern Trust Investments, Inc.	Pooled vehicle	$24.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
NT Collective Russell 3000 Index Fd	Northern Trust Investments, Inc.	Pooled vehicle	$22.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Fixed Income Group Trust	Segal Advisors, Inc.	Fixed income	$21.1M	Dec 31, 2022	103 12 ie	Dol form 5500 pension
NT Collective Eafe Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$18.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
NT Collective Eafe Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$17.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
NT Collective Eafe Index Fund	Northern Trust Investments, Inc.	Pooled vehicle	$17.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (spec	Jpmorgan Special Situations	Pooled vehicle	$6.1M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$6.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$5.0M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (spec	Jpmorgan Special Situations	Pooled vehicle	$4.6M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Jpmcb Strategic Property Fund	J.P. Morgan Chase	Real estate	$4.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Commingled Pension Trust Fund (spec	Jpmorgan Special Situations	Pooled vehicle	$3.9M	Dec 31, 2024	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 15 rows folded into 5

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$1.2M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	6	$5.2M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	7	$6.1M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	57	$53.1M	Dec 31, 2024	Derived
103-12 investment entities	n/a	n/a	n/a	29	$26.5M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Jpmorgan Chase Bank, N.A.	Discretionary trustee	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Segal Marco Advisors	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
The Segal Co. (eastern States) Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Segal	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Segal Advisors, Inc.	n/a	Dec 31, 2023	n/a	yes	fact
Northern Trust Co.	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Northern Trust Co.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

← Segal Advisors, Inc.Manager with allocator capital
Dec 31, 2023 to presentfactForm 5500
← Northern Trust Co.Investment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← Board of Trustees of Teamsters Local 814 Pension FundPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Segal Marco AdvisorsInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ The Segal Co. (eastern States) Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ SegalInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultantDiscretionary trustee
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Manager relationship started
Jpmorgan Chase Bank, Na appears on Teamsters Local 814 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Jpmorgan Chase Bank, N.A.Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2024
Teamsters Local 814 Pension Fund funded ratio 74.1% -> 76.2% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Teamsters Local 814 Pension Fund plan assets $102M -> $86M (-16.0%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:d6216f49-b95c-4fef-8937-503ff07cb234
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.