This allocator's name, 3 more advisers, 5 more commitments and 19 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Pennsauken, New Jersey, reporting $2.7B in assets, for 25,266 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.7B
- Funded ratio
- 86.6%
- Fund commitments
- 6
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Sprucegrove International Cit Fund2 commitments
- Sprucegrove Collective Invt2 commitments
- Msci Acwi Ex USA Sl Fund1 commitment
- State Street Global Advisors Trust Company3 commitments
- Sprucegrove2 commitments
- Sprucegrove Investment Mngt2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.7%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 9.5%
- Partnership/joint venture interests 16.9%
- Common/collective trusts 22.2%
- Registered investment companies 14.9%
- Common stock 19.2%
- The Berwyn Group Pension consultantthrough Dec 31, 2024 Form 5500
- Life Status 360 LLC Pension consultantthrough Dec 31, 2022 Form 5500
- RBC Wealth Management Pension consultantthrough 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.
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- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
- Sprucegrove2 rows, latest Dec 31, 2023
- Sprucegrove Investment Mngt2 rows, latest Dec 31, 2023
- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
- Sprucegroveplan years
+21 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
+19 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Msci Acwi Ex USA Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $74.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Index Sl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $170M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State St S&p 500 Flagship Sec Lendicollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $331M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 25,266 | Not disclosed | Not disclosed | n/a | $2.7B | $452M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 27,280 | Not disclosed | Not disclosed | n/a | $2.4B | Not disclosed | Not disclosed | $58.7M |
| 2022 to Dec 31, 2022 | 27,715 | Not disclosed | Not disclosed | n/a | $2.2B | Not disclosed | Not disclosed | $62.3M |
- Administrative Service Professional codes 15 49 50 $2.9M PY2024
- Tocqueville Asset Management codes 28 51 $1.0M PY2024
- Fred Alger Management, Inc. codes 28 51 $918,041 PY2024
+93 more service providers
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Provenance
This record sits on 9 traced paths of capital across the graphs.
DFX traced 9 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 started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+21 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
+32 connections on the graph
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