This allocator's name, 2 more advisers, 5 more commitments and 3 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $152M in assets, for 864 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $152M
- Funded ratio
- 109.5%
- Fund commitments
- 3
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- this allocator3 commitments
- Harding Loevner International Equit2 commitments
- NEW Tower Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
- Harding Loevner LP2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 33.8%
- U.S. Government securities 3.2%
- Other investments 0.0%
- Partnership/joint venture interests 12.0%
- Common/collective trusts 19.7%
- Registered investment companies 5.2%
- Common stock 22.3%
- Landmark Equity Advisors, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Mckeogh Company Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Harding Loevner LP2 rows, latest Dec 31, 2023
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Harding Loevner LPplan years
+10 more Schedule C managers
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- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Goldman Sachs & Co. LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Kohlberg, Kravis, Roberts & Co., LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Blackstone Alternative Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Goldman Sachs & Co. LLCaskebsa.dol.gov
+3 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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | this allocatorcollective trust | Chevy Chase Trust Company | Public equity | $22.0M 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 | 864 | Not disclosed | Not disclosed | n/a | $152M | $18.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 865 | Not disclosed | Not disclosed | n/a | $139M | $14.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 851 | Not disclosed | Not disclosed | n/a | $129M | $15.8M | Not disclosed | Not disclosed |
- Boston Trust & Investment Mgt Co codes 28 51 $107,508 PY2024
- Sage Advisory Services, Ltd. Co. codes 28 51 $97,251 PY2024
- Wedge Capital Management LLP codes 28 51 68 $89,437 PY2024
+57 more service providers
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Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source
- Manager relationship started2023-12-31source
- Consultant changed2023-12-31source
+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
+19 connections on the graph
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