1 more manager, 7 more commitments and 3 more dated events

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Sdc-League Pension Fund

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $50.9M in assets, for 2,386 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$50.9M
Funded ratio
61.6%
Fund commitments
4
Managers
3
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Commitments (4)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Partners Group USA, Inc appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Sdc-League Pension Fund
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$50.9M
Total assets, Aug 31, 2025 reported
Funded
61.6%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
4
3 managers on Schedule C
Plan sponsor: Board of Trustees Sdc - League Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 1.3%
  • Partnership/joint venture interests 20.8%
  • 103-12 investment entities 38.3%
  • Common/collective trusts 13.7%
  • Registered investment companies 11.5%
  • Real estate (other than employer real property) 13.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+9 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed
8 events
  • Dec 31, 2024Manager relationship started
    Partners Group USA, Inc appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Partners Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    50 South Capital Advisors, LLC appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with 50 South Capital Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Brookfield Asset Management Private appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brookfield Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Walter Scott & Partners Limited appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Walter Scott & Partners Ltdaskebsa.dol.gov
  • Aug 31, 2024Holding endedinference
    Sdc-League Pension Fund no longer reports Rothschild Small-Cap Trust (Rothschild Asset Management Inc.) (last held $3M at 2023-08-31; absent from the 2024-08-31 filing)
    with Rothschild Asset Management Inc.askebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov

+7 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$50.9M Aug 31, 2025 reported Form 5500
$49.5M (2024-08) · $47.6M (2023-08)
Plan assets
$49.2M Sep 1, 2024 reported Form 5500
$47.4M (2023-09) · $48.4M (2022-09)
Net assets
$50.6M Aug 31, 2025 reported Form 5500
$49.2M (2024-08) · $47.4M (2023-08)
Funded ratio
61.6% Sep 1, 2024 reported Form 5500
62.1% (2023-09) · 63.9% (2022-09)
Participants
2,386 Sep 1, 2024 reported Form 5500
2,309 (2023-09) · 2,235 (2022-09)
Contributions
$4.6M Aug 31, 2025 reported Form 5500
$4.3M (2024-08) · $3.7M (2023-08)
Benefits paid
$5.0M Aug 31, 2025 reported Form 5500
$5.0M (2024-08) · $4.8M (2023-08)
Net investment income
$1.4M Aug 31, 2025 reported Form 5500
$1.8M (2024-08) · -$1.0M (2023-08)
Investment management fees
$365,704 Aug 31, 2025 reported Form 5500
$307,144 (2024-08) · $299,591 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20252,386Not disclosedNot disclosedn/a$50.9M$10.6MNot disclosed$7.0M
2023 to Aug 31, 20242,309Not disclosedNot disclosedn/a$49.5M$8.9MNot disclosed$7.2M
2022 to Aug 31, 20232,235Not disclosedNot disclosedn/a$47.6M$8.2MNot disclosed$8.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+63 more service providers

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Provenance
Identifiers: EIN-PN 136634482-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Sdc-League Pension Fund sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-08-31source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+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

+16 connections on the graph

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