This allocator's name, 1 more adviser, 5 more managers, 13 more commitments and 4 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.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Cheektowaga, New York, reporting $133M in assets, for 1,708 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $133M
- Funded ratio
- 96.2%
- Fund commitments
- 8
- Managers
- 7
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- LSV International Equity Trust3 commitments
- Jpmcb Global Allocation Fund3 commitments
- Afl-Cio Building Investment Trust2 commitments
- JP Morgan3 commitments
- Great Gray Trust Company2 commitments
- Western Asset Mgmt Company, LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 0.0%
- Partnership/joint venture interests 19.0%
- 103-12 investment entities 6.3%
- Common/collective trusts 15.4%
- Registered investment companies 46.2%
- Common stock 3.8%
- Preferred stock 0.0%
- Real estate (other than employer real property) 0.7%
- Jpmorgan Chase Bank, N.A. Investment adviser (plan)through Jun 30, 2025 Form 5500
- Mariner (andco) Investment adviser (plan)through Jun 30, 2023 Form 5500
- M&t Bank Trusteethrough Jun 30, 2024 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan3 rows, latest Jun 30, 2025
- Great Gray Trust Company2 rows, latest Jun 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Jun 30, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years 2023
- American Coreplan years
- Western Asset Mgmt Company, LLCplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding started
- Dec 31, 2024Manager relationship startedwith Victory Capital Managementaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | LSV International Equity Trust103 12 ie | LSV Asset Management | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb Global Allocation Fundcollective trust | JP Morgan | Pooled vehicles | $12.7M 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 Jun 30, 2025 | 1,708 | Not disclosed | Not disclosed | n/a | $133M | $25.3M | Not disclosed | $950,000 |
| 2023 to Jun 30, 2024 | 1,704 | Not disclosed | Not disclosed | n/a | $121M | $22.1M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,697 | Not disclosed | Not disclosed | n/a | $114M | $22.0M | Not disclosed | Not disclosed |
- Proskauer Rose LLP codes 29 50 $171,944 PY2024
- Horizon Actuarial Services LLC codes 11 17 50 $85,320 PY2024
- Schultheis & Panettieri LLP codes 10 50 $70,214 PY2024
+62 more service providers
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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 ended2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
+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
+16 connections on the graph
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