This allocator's name, 9 more advisers, 2 more managers, 12 more commitments and 6 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Valley Stream, New York, reporting $825M in assets, for 13,861 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $825M
- Funded ratio
- 88.7%
- Fund commitments
- 6
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Core Active Bond Fund3 commitments
- Longview Total Market 1500 Idx Fund3 commitments
- Intech Collective Investment Trust3 commitments
- Blackrock Institutional Trust Company, N.A.3 commitments
- Amalgamated Bank of New York3 commitments
- SEI Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 2.5%
- Corporate debt instruments (preferred) 1.2%
- U.S. Government securities 5.6%
- Other investments 19.2%
- 103-12 investment entities 8.5%
- Common/collective trusts 52.8%
- Preferred stock 9.1%
- Cheiron Pension consultantActuarythrough Aug 31, 2024 Form 5500
- Syntonic Systems, Inc. General consultantthrough Aug 31, 2023 Form 5500
- MSI Technologies Inc. General consultantthrough Aug 31, 2023 Form 5500
+9 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.3 rows, latest Aug 31, 2025
- Amalgamated Bank of New York3 rows, latest Aug 31, 2025
- SEI Trust Company3 rows, latest Aug 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Dimensional Fund Advisors, LPplan years 2023, 2025
+5 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith BNY Mellonaskebsa.dol.gov
- Sep 1, 2024Assets changed$76.2Maskebsa.dol.gov
- Aug 31, 2024Holding started
- Aug 31, 2024Holding endedinference
- Aug 31, 2024Assets changed$74.3Maskebsa.dol.gov
+6 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Core Active Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $79.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Longview Total Market 1500 Idx Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $178M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Intech Collective Investment Trustcollective trust | SEI Trust Company | Pooled vehicles | $97.4M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 13,861 | Not disclosed | Not disclosed | n/a | $825M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 13,702 | Not disclosed | Not disclosed | n/a | $767M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 13,428 | Not disclosed | Not disclosed | n/a | $693M | Not disclosed | Not disclosed | Not disclosed |
- American Realty Advisors codes 28 51 $752,535 PY2024
- Slevin and Hart codes 29 50 $591,400 PY2024
- SEI Trust Company codes 19 21 24 27 28 51 $323,242 PY2024
+91 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 started2024-08-31source
- Holding in a pooled vehicle ended2024-08-31source
- Manager relationship ended2023-12-31source
+8 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
+24 connections on the graph
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