This allocator's name, 11 more advisers, 7 more managers, 24 more commitments and 10 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $17B in assets, for 289,935 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $17B
- Funded ratio
- 91.6%
- Fund commitments
- 15
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Factset.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Liquidity Fund2 commitments
- Hipep Viii Partnership Fund LP2 commitments
- Hipep VII Partnership Fund LP2 commitments
- Harbourvest Partners LP7 commitments
- Western Asset Mgmt Company, LLC4 commitments
- JP Morgan Chase2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 12.1%
- U.S. Government securities 4.9%
- Other investments 35.7%
- 103-12 investment entities 2.7%
- Common/collective trusts 4.6%
- Pooled separate accounts 0.7%
- Common stock 28.7%
- Real estate (other than employer real property) 7.4%
- Uptodate, Inc General consultantthrough Dec 31, 2024 Form 5500
- Internaltional Foundation of Employ General consultantthrough Dec 31, 2024 Form 5500
- Color Holdings L.P. General consultantthrough Dec 31, 2023 Form 5500
+11 more consultants and advisers advise this allocator
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- Harbourvest Partners LP7 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC4 rows, latest Dec 31, 2024
- JP Morgan Chase2 rows, latest Dec 31, 2024
+7 more managers received commitments
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- Western Asset Mgmt Company, LLCplan years 2023
- JP Morgan Chaseplan years
- Harbourvest Partners LPplan years
+31 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Dec 31, 2024Consultant changedinferencewith Factsetaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Aapc Holdings, LLCaskebsa.dol.gov
+10 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Liquidity Fundcollective trust | JP Morgan Chase | Cash | $8,792 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hipep Viii Partnership Fund LP103 12 ie | Harbourvest Partners LP | Pooled vehicles | $107M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest International Private E103 12 ie | Harbourvest Partners LP | Pooled vehicles | $1 held | Disclosed holding | askebsa.dol.gov |
+24 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 | 289,935 | Not disclosed | Not disclosed | n/a | $17B | Not disclosed | Not disclosed | $1.3B |
| 2023 to Dec 31, 2023 | 283,119 | Not disclosed | Not disclosed | n/a | $16B | Not disclosed | Not disclosed | $1.4B |
- 1199seiu National Benefit Fund for codes 99 $70.0M PY2024
- 3bf Partners LLC codes 99 $1.6M PY2024
- Color Holdings L.P. codes 16 $651,814 PY2024
+125 more service providers
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Provenance
This record sits on 66 traced paths of capital across the graphs.
DFX traced 66 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
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+12 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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