This allocator's name, 2 more advisers, 3 more managers, 13 more commitments and 1 more dated event
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Secaucus, New Jersey, reporting $86.6M in assets, for 199 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $86.6M
- Funded ratio
- 114.1%
- Fund commitments
- 7
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 May 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Rhumbline Small-Cap Index Pooled3 commitments
- Rhumbline Mid-Cap Index Fund Pooled3 commitments
- Rhumbline S&p Index Pooled Trust3 commitments
- Rhumbline Advisers6 commitments
- Rhumbline Advisers Corp3 commitments
- Loomis Sayles3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.1%
- Partnership/joint venture interests 15.4%
- 103-12 investment entities 22.2%
- Common/collective trusts 18.7%
- Registered investment companies 42.6%
- Mercer General consultantthrough May 31, 2025 Form 5500
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
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- Rhumbline Advisers6 rows, latest May 31, 2025
- Rhumbline Advisers Corp3 rows, latest May 31, 2025
- Loomis Sayles3 rows, latest May 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Schroderplan years
- Wellingtonplan years
- Wellington Trust Company, Naplan years
+5 more Schedule C managers
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- May 31, 2025Holding started
- May 31, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Allspring Global Investments LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changed5 pointsaskebsa.dol.gov
- May 31, 2024Holding endedinference
+1 more dated event
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Rhumbline Small-Cap Index Pooled103 12 ie | Rhumbline Advisers | Pooled vehicles | $436,812 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Rhumbline Advisers | Pooled vehicles | $996,429 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Schroder Collective Investment Truscollective trust | Schroder | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+13 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 May 31, 2025 | 199 | Not disclosed | Not disclosed | n/a | $86.6M | $13.3M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 208 | Not disclosed | Not disclosed | n/a | $86.5M | $13.3M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 219 | Not disclosed | Not disclosed | n/a | $87.5M | $12.6M | Not disclosed | Not disclosed |
- The Segal Company codes 11 50 $437,445 PY2024
- Roberts & Holland codes 29 50 $122,972 PY2024
- Segal Marco Advisors codes 27 50 $53,844 PY2024
+47 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
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
- Holding in a pooled vehicle ended2024-05-31source
- Holding in a pooled vehicle started2025-05-31source
- Holding in a pooled vehicle ended2025-05-31source
+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
+15 connections on the graph
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