DFX Intelligence

1 more manager, 9 more commitments and 1 more dated event

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Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund

Taft-Hartley plan· North Brunswick, New Jersey

Taft-Hartley plan, based in North Brunswick, New Jersey, reporting $331M in assets, for 1,420 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $331M
Funded ratio: 74.4%
Fund commitments: 4
Managers: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Managers

As of 2024-12-31 · 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, Bernzott Capital Advisors no longer appears on Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity 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

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund

Funds committed to

Crescent Capital Trust II (levered)3 commitments
Global Equity Long-Only Fund LP3 commitments
Fiam Select Emerging Markets Equity3 commitments

All 4

Managers

Crescent Capital3 commitments
Fiera Capital3 commitments
Fidelity Institutional Asset Mgmt3 commitments

All 4

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$331M

Total assets, May 31, 2025 reported

Funded

74.4%

Jun 1, 2024

Private markets target

no policy read

policy May 31, 2025

Commitments

2 managers on Schedule C

Plan sponsor: Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters

Allocation policy

Form 5500, as of May 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.3%
Non-interest-bearing cash 0.2%
Corporate debt instruments (other) 29.1%
U.S. Government securities 2.0%
Partnership/joint venture interests 18.2%
Common/collective trusts 20.8%
Common stock 26.5%

Consultants and advisers

3 firms

Nepc, LLC Investment adviser (plan)through May 31, 2023 Form 5500
First Actuarial Consulting, LLC Actuarythrough May 31, 2023 Form 5500
Amalgamated Bank of New York Custodianthrough May 31, 2023 Form 5500

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

Crescent Capital3 rows, latest May 31, 2025
Fiera Capital3 rows, latest May 31, 2025
Fidelity Institutional Asset Mgmt3 rows, latest May 31, 2025

+1 more manager 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.

From Schedule C (investment management, code 28)

Crescent Capitalplan years
Fiera Capitalplan years
Villanova Investment Management Complan years 2024

+6 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.

What changed

6 events

Dec 31, 2024Manager relationship endedinference
Bernzott Capital Advisors no longer appears on Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Bernzott Capital Advisorsaskebsa.dol.gov
Jun 1, 2024Funded status changed
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund funded ratio 70.3% -> 74.4% (2023-06-01 to 2024-06-01)
askebsa.dol.gov
Jun 1, 2024Assets changed
Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund plan assets $191M -> $220M (+14.7%, 2023-06-01 to 2024-06-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
Intercontinental no longer appears on Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with International Real Estate Corporatiaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Villanova Investment Management Com appears on Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Villanova Investment Management Comaskebsa.dol.gov

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of May 31, 2025	Crescent Capital Trust II (levered)collective trust	Crescent Capital	Pooled vehicles	$8.3M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2025	Global Equity Long-Only Fund LPcollective trust	Fiera Capital	Public equity	$27.5M held	Disclosed holding	askebsa.dol.gov
as of May 31, 2025	Fiam Select Emerging Markets Equitycollective trust	Fidelity Institutional Asset Mgmt	Public equity	$15.3M held	Disclosed holding	askebsa.dol.gov

+9 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

$331M May 31, 2025 reported Form 5500

$338M (2024-05) · $332M (2023-05)

Plan assets

$220M Jun 1, 2024 reported Form 5500

$191M (2023-06) · $193M (2022-06)

Net assets

$331M May 31, 2025 reported Form 5500

$336M (2024-05) · $332M (2023-05)

Funded ratio

74.4% Jun 1, 2024 reported Form 5500

70.3% (2023-06) · 97.3% (2022-06)

Participants

1,420 Jun 1, 2024 reported Form 5500

1,518 (2023-06) · 1,559 (2022-06)

Contributions

$2.5M May 31, 2025 reported Form 5500

$2.5M (2024-05) · $2.9M (2023-05)

Benefits paid

$28.3M May 31, 2025 reported Form 5500

$28.4M (2024-05) · $56.6M (2023-05)

Net investment income

-$5.4M May 31, 2025 reported Form 5500

$4.7M (2024-05) · $138M (2023-05)

Investment management fees

$812,033 May 31, 2025 reported Form 5500

$725,550 (2024-05) · $930,206 (2023-05)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to May 31, 2025	1,420	Not disclosed	Not disclosed	n/a	$331M	$60.4M	Not disclosed	Not disclosed
2023 to May 31, 2024	1,518	Not disclosed	Not disclosed	n/a	$338M	$59.1M	Not disclosed	Not disclosed
2022 to May 31, 2023	1,559	Not disclosed	Not disclosed	n/a	$332M	$60.3M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Great Lakes Advisors, LLC codes 28 51 $307,275 PY2024
Loomis Sayles Trust Company codes 28 51 $207,681 PY2024
Groom Law Group, Chartered codes 29 50 $178,409 PY2024

+88 more service providers

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

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Provenance

Identifiers: EIN-PN 136043977-001

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

Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund sits on 11 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to managerAllocator to credit manager to facility to borrower

DFX traced 11 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

6 dated events on the change ledger, latest first

Funded status changed
2023-06-01source
Funded status changed
2024-06-01source
Manager relationship ended
2023-12-31source

+3 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

+13 connections on the graph

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