This allocator's name, 4 more advisers, 4 more commitments and 5 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Springfield, New Jersey, reporting $466M in assets, for 4,783 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $466M
- Funded ratio
- 73.7%
- Fund commitments
- 3
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Sep 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- NT Collective Eafe Index Fund3 commitments
- Russell 1000 Growth Index Fund1 commitment
- Northern Trust Investments, Inc.4 commitments
- Ullico Investment Advisors, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 14.0%
- U.S. Government securities 8.2%
- Partnership/joint venture interests 23.6%
- Common/collective trusts 11.4%
- Pooled separate accounts 1.3%
- Registered investment companies 17.0%
- Common stock 18.5%
- Bridgeway Benefit Technologies Pension consultantthrough Sep 30, 2024 Form 5500
- Leader Data Processing Pension consultantthrough Sep 30, 2023 Form 5500
- Basys Pension consultantthrough Sep 30, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Northern Trust Investments, Inc.4 rows, latest Sep 30, 2025
- Ullico Investment Advisors, Inc.3 rows, latest Sep 30, 2025
- CSM Advisorsplan years 2025
- National Investment Servicesplan years 2025
- WCM Investment Management, LLCplan years 2024
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Sep 30, 2025Holding started
- Dec 31, 2024Manager relationship startedwith National Investment Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith CSM Advisorsaskebsa.dol.gov
- Oct 1, 2024Assets changed$50.4Maskebsa.dol.gov
- Sep 30, 2024Assets changed$45.5Maskebsa.dol.gov
+5 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 Sep 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Collective Eafe Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $38.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Russell 1000 Growth Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $14.3M held | Disclosed holding | askebsa.dol.gov |
+4 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 Sep 30, 2025 | 4,783 | Not disclosed | Not disclosed | n/a | $466M | $110M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 4,788 | Not disclosed | Not disclosed | n/a | $443M | $108M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 4,803 | Not disclosed | Not disclosed | n/a | $398M | $97.6M | Not disclosed | Not disclosed |
- this allocator codes 13 50 $427,086 PY2024
- Morgan Stanley codes 28 51 $321,527 PY2024
- WCM Investment Management codes 28 51 $277,370 PY2024
+89 more service providers
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 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 started2025-09-30source
- Funded status changed2023-10-01source
- Manager relationship ended2023-12-31source
+7 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
+25 connections on the graph
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