This allocator's name, 2 more managers and 14 more commitments
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 Jersey
Taft-Hartley plan, based in W. Caldwell, New Jersey, reporting $462M in assets, for 5,305 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $462M
- Funded ratio
- 82.9%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- Pooled Separate Accounts3 commitments
- Russell 1000 Growth Index Fund3 commitments
- Northern Trust Investments, Inc.6 commitments
- Hardman Johnston Global Advisors3 commitments
- Transamerica3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.7%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (preferred) 6.2%
- U.S. Government securities 3.5%
- Other investments 5.2%
- Partnership/joint venture interests 28.4%
- 103-12 investment entities 10.4%
- Common/collective trusts 28.3%
- Pooled separate accounts 1.7%
- Common stock 9.4%
- Investment Performance Services General consultantthrough Jun 30, 2023 Form 5500
- Comerica Bank Custodianthrough Jun 30, 2023 Form 5500
- Summit Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Investments, Inc.6 rows, latest Jun 30, 2025
- Hardman Johnston Global Advisors3 rows, latest Jun 30, 2025
- Transamerica3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Goldentree Asset Managementplan years
- Hardman Johnston Global Advisorsplan years 2023
- Chartwell Investment Partnersplan years 2023
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jun 30, 2024Holding started
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Goldentree Multi-Sector Fund Offsho103 12 ie | Goldentree Asset Management | Pooled vehicles | $22.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Pooled Separate Accountsseparate account | Transamerica | Pooled vehicles | $7.6M held | Disclosed holding | askebsa.dol.gov |
+14 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 5,305 | Not disclosed | Not disclosed | n/a | $462M | $131M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 5,233 | Not disclosed | Not disclosed | n/a | $436M | $136M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 5,207 | Not disclosed | Not disclosed | n/a | $414M | $109M | Not disclosed | Not disclosed |
- Great Lakes Advisors LLC codes 28 51 71 $239,982 PY2024
- this allocator codes 13 $145,753 PY2024
- Investment Performance Services LLC codes 16 27 $140,000 PY2024
+63 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
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
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
+11 connections on the graph
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