This allocator's name, 3 more advisers, 3 more managers, 15 more commitments and 3 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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Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $62.0M in assets, for 2,011 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $62.0M
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Aug 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Core Bond Fund3 commitments
- Longview Smallcap 600 Index Fund3 commitments
- ASB Labor Equity Index Fund3 commitments
- Amalgamated Bank of New York6 commitments
- Ameriprise Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.1%
- Other investments 2.8%
- Partnership/joint venture interests 3.6%
- 103-12 investment entities 7.1%
- Common/collective trusts 20.8%
- Registered investment companies 4.4%
- Nepc, LLC Investment adviser (plan)Pension consultantthrough Aug 31, 2025 Form 5500
- Amalgamated Bank of New York Custodianthrough Aug 31, 2025 Form 5500
- International Real Estate Corporati Custodianthrough Aug 31, 2023 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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- Amalgamated Bank of New York6 rows, latest Aug 31, 2025
- Ameriprise Trust Company3 rows, latest Aug 31, 2025
- Chevy Chase Trust Company3 rows, latest Aug 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Ameriprise Trust Companyplan years
- Hardman Johnston Global Advisorsplan years 2023
- Johnston Asset Managementplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Aug 31, 2025Holding started
- Aug 31, 2025Holding endedinference
- Aug 31, 2025Assets changeddown $17.9Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Hardman Johnston Global Advisorsaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Columbia Emerging Markets Equity Fdcollective trust | Ameriprise Trust Company | Public equity | $1.4M held | Disclosed holding | askebsa.dol.gov |
+15 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 Aug 31, 2025 | 2,011 | Not disclosed | Not disclosed | n/a | $62.0M | $2.2M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 2,047 | Not disclosed | Not disclosed | n/a | $80.0M | $2.1M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 2,855 | Not disclosed | Not disclosed | n/a | $81.8M | Not disclosed | Not disclosed | Not disclosed |
- Friedman and Anspach codes 29 50 $1.0M PY2024
- Savasta and Company, Inc. codes 11 13 50 $189,448 PY2024
- Proskauer Rose, LLP codes 29 50 $57,198 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: funded ratio.
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2025-08-31source
- Holding in a pooled vehicle ended2025-08-31source
- Manager relationship ended2023-12-31source
+5 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
+15 connections on the graph
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