DFX Intelligence

This allocator's name, 6 more advisers, 1 more manager, 74 more commitments and 9 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $76.9M in assets, for 2,492 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $76.9M
Funded ratio: 104.3%
Fund commitments: 22
Managers: 1

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

Commitments (22)Allocation policy Consultants

As of 2025-12-31 · 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 2025, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New York

Funds committed to

Jpmcb Strategic Property Fund4 commitments
Jpmcb Intl Research Enhanced Eq II4 commitments
Jpmcb US Small Cap Equity Blend Fun4 commitments

All 22

Managers

JP Morgan Chase68 commitments
J.P. Morgan Chase4 commitments
Jpmorgan4 commitments

All 4

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

Taft-Hartley plan

Assets

$76.9M

Total assets, Dec 31, 2025 reported

Funded

104.3%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.9%
Partnership/joint venture interests 17.2%
Common/collective trusts 81.5%

Consultants and advisers

9 firms

J.P. Morgan Investment Management Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500

+6 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

JP Morgan Chase68 rows, latest Dec 31, 2025
J.P. Morgan Chase4 rows, latest Dec 31, 2025
Jpmorgan4 rows, latest Dec 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)

JP Morgan Chaseplan years
PEG Global Private Equityplan years 2022

What changed

14 events

Dec 31, 2025Holding endedinference
with JP Morgan Investment Management$291Kaskebsa.dol.gov
Dec 31, 2024Holding started
with JP Morgan Investment Management$291Kaskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Cptf Long Duration Investment Grade$3.6Maskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with PEG Global Equity Private VII LPaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with PEG Global Private Ixaskebsa.dol.gov

+9 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Commitments

77 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2025	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$8.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Jpmcb Intl Research Enhanced Eq IIcollective trust	Jpmorgan	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2025	Jpmcb US Active Core Equity Fundcollective trust	JP Morgan Chase	Public equity	$3.9M held	Disclosed holding	askebsa.dol.gov

+74 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.

Size and funding

40 readings

Total assets

$76.9M Dec 31, 2025 reported Form 5500

$71.0M (2024-12) · $67.6M (2023-12) · $63.5M (2022-12)

Plan assets

$70.4M Jan 1, 2025 reported Form 5500

$67.4M (2024-01) · $63.1M (2023-01) · $74.6M (2022-01)

Net assets

$76.2M Dec 31, 2025 reported Form 5500

$70.4M (2024-12) · $67.4M (2023-12) · $63.3M (2022-12)

Funded ratio

104.3% Jan 1, 2025 reported Form 5500

103.9% (2024-01) · 103.3% (2023-01) · 107.5% (2022-01)

Participants

2,492 Jan 1, 2025 reported Form 5500

2,366 (2024-01) · 2,325 (2023-01) · 2,210 (2022-01)

Contributions

$2.3M Dec 31, 2025 reported Form 5500

$2.1M (2024-12) · $2.5M (2023-12) · $2.5M (2022-12)

Benefits paid

$4.6M Dec 31, 2025 reported Form 5500

$4.4M (2024-12) · $4.4M (2023-12) · $4.0M (2022-12)

Net investment income

$5.8M Dec 31, 2025 reported Form 5500

$3.1M (2024-12) · $4.1M (2023-12) · -$11.3M (2022-12)

Investment management fees

$460,964 Dec 31, 2025 reported Form 5500

$401,386 (2024-12) · $415,450 (2023-12) · $421,719 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	2,492	Not disclosed	Not disclosed	n/a	$76.9M	$13.2M	Not disclosed	Not disclosed
2024 to Dec 31, 2024	2,366	Not disclosed	Not disclosed	n/a	$71.0M	$10.5M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	2,325	Not disclosed	Not disclosed	n/a	$67.6M	$6.9M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	2,210	Not disclosed	Not disclosed	n/a	$63.5M	$4.9M	Not disclosed	Not disclosed

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

J.P Morgan Investment Mgmt Inc. codes 27 28 51 $310,318 PY2025
Building Service 32bj Health Fund codes 10 14 50 $214,408 PY2025
Gallagher Fiduciary Advisors LLC codes 27 50 $83,925 PY2025

+130 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

Identifiers: none on file

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

This record sits on 16 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 16 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.

Checking your plan…

Record history

14 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle ended
2025-12-31source

+11 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.