This allocator's name and 13 more commitments
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $530M in assets, for 10,029 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $530M
- Funded ratio
- 45.8%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- NT Collective Short Term Investment3 commitments
- Northern Trust Investments, Inc.10 commitments
- Hardman Johnston Global Advisors3 commitments
- ABS Allegiance Real Estate3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 8.2%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 44.6%
- U.S. Government securities 8.6%
- Partnership/joint venture interests 5.3%
- Common/collective trusts 19.6%
- Common stock 11.6%
- Preferred stock 0.0%
- Northern Trust Co. Custodianthrough Jun 30, 2024 Form 5500
- Cheiron Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Investments, Inc.10 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisorsplan years
- HGK Asset Managementplan years 2024
- Morgan Stanley Smith Barney, LLCplan years 2023
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding started
- Jun 30, 2024Assets changed$283Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Sierra Investment Partners Inc.askebsa.dol.gov
- Jul 1, 2023Funded status changeddown 3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Groupcollective trust | Hardman Johnston Global Advisors | Public equity | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $18.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $5.9M held | Disclosed holding | askebsa.dol.gov |
+13 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 Jun 30, 2025 | 10,029 | Not disclosed | Not disclosed | n/a | $530M | $27.9M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 10,127 | Not disclosed | Not disclosed | n/a | $521M | $27.4M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 10,252 | Not disclosed | Not disclosed | n/a | $238M | $31.0M | Not disclosed | Not disclosed |
- Tri-State Administrators, Inc codes 13 50 $576,807 PY2024
- ASB Capital Management, LLC codes 28 49 51 $404,557 PY2024
- Northern Trust Company codes 19 28 50 52 $266,068 PY2024
+70 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source
- Funded status changed2023-07-01source
- Manager relationship started2023-12-31source
+1 more change 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
+16 connections on the graph
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