This allocator's name, 1 more adviser, 2 more managers, 11 more commitments and 3 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Springfield, New Jersey, reporting $398M in assets, for 3,400 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $398M
- Funded ratio
- 87.8%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- All-Country World Ex-Us Index Fund3 commitments
- NEW Tower Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
- Northern Trust Investments, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 8.8%
- U.S. Government securities 11.7%
- Partnership/joint venture interests 26.8%
- Common/collective trusts 15.6%
- Pooled separate accounts 3.4%
- Registered investment companies 13.2%
- Common stock 18.0%
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- NEW Tower Trust Company3 rows, latest Jun 30, 2025
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- Northern Trust Investments, Inc.3 rows, latest Jun 30, 2025
+2 more managers received commitments
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- Western Asset Mgmt Company, LLCplan years
- National Investment Servicesplan years 2025
- Todd Asset Management, LLCplan years 2024
+11 more Schedule C managers
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- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith National Investment Servicesaskebsa.dol.gov
- Jun 30, 2024Holding started
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith Atalanta Sosnoff Capitalaskebsa.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 Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $37.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | All-Country World Ex-Us Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $16.9M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 3,400 | Not disclosed | Not disclosed | n/a | $398M | $107M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 3,417 | Not disclosed | Not disclosed | n/a | $376M | $104M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 3,409 | Not disclosed | Not disclosed | n/a | $365M | $104M | Not disclosed | Not disclosed |
- this allocator codes 49 50 $581,418 PY2024
- Morgan Stanley codes 27 50 72 $187,941 PY2024
- WCM Focused International Growth codes 28 51 $175,906 PY2024
+74 more service providers
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Provenance
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 started2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle ended2024-06-30source
+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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