DFX Intelligence

This allocator's name, 4 more advisers, 1 more commitment 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.

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

Taft-Hartley plan in New Jersey

Taft-Hartley plan· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $220M in assets, for 1,550 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: $220M
Funded ratio: 100.5%
Fund commitments: 2

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

Commitments (2)Allocation policy

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, Total assets changed.

Capital path

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

Taft-Hartley plan in New Jersey

Funds committed to

Multi-Employer Property Trust3 commitments
Golub Capital Partners 12 LP1 commitment

Managers

NEW Tower Trust Company3 commitments

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

Taft-Hartley plan

Assets

$220M

Total assets, Dec 31, 2024 reported

Funded

100.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.5%
Non-interest-bearing cash 1.0%
Partnership/joint venture interests 1.7%
Common/collective trusts 2.5%
Registered investment companies 83.6%
Common stock 7.7%

Consultants and advisers

7 firms

Lazard Asset Management LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Newtower Trust Company Investment adviser (plan)through Dec 31, 2022 Form 5500
PFM Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

NEW Tower Trust Company3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

WCM Investment Management, LLCplan years 2023
Baird Funds Inc. C/o U.S. Bancorpplan years 2023
Allspring Global Investments LLCplan years 2023

+7 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

9 events

Dec 31, 2024Assets changed
$20.5Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$25.1Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Golub Capital Partners 12 LP$2.2Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Chevy Chase Trustaskebsa.dol.gov

+4 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

4 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$5.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$5.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$6.7M held	Disclosed holding	askebsa.dol.gov

+1 more commitment

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

30 readings

Total assets

$220M Dec 31, 2024 reported Form 5500

$200M (2023-12) · $175M (2022-12)

Plan assets

$199M Jan 1, 2024 reported Form 5500

$174M (2023-01) · $206M (2022-01)

Net assets

$220M Dec 31, 2024 reported Form 5500

$199M (2023-12) · $174M (2022-12)

Funded ratio

100.5% Jan 1, 2024 reported Form 5500

103.0% (2023-01) · 102.1% (2022-01)

Participants

1,550 Jan 1, 2024 reported Form 5500

1,614 (2023-01) · 1,555 (2022-01)

Contributions

$13.8M Dec 31, 2024 reported Form 5500

$12.1M (2023-12) · $10.9M (2022-12)

Benefits paid

$12.6M Dec 31, 2024 reported Form 5500

$11.3M (2023-12) · $10.6M (2022-12)

Net investment income

$20.2M Dec 31, 2024 reported Form 5500

$25.1M (2023-12) · -$31.7M (2022-12)

Investment management fees

$969,660 Dec 31, 2024 reported Form 5500

$910,849 (2023-12) · $883,303 (2022-12)

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 Dec 31, 2024	1,550	Not disclosed	Not disclosed	n/a	$220M	$3.7M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,614	Not disclosed	Not disclosed	n/a	$200M	$3.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,555	Not disclosed	Not disclosed	n/a	$175M	$977,577	Not disclosed	Not disclosed

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

I.E. Shaffer & Co. codes 13 50 $330,025 PY2024
Wachovia Bank Na codes 28 51 $270,157 PY2024
WCM Investment Management codes 28 51 $100,366 PY2024

+57 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.

Not yet on record: managers.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 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

9 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2024-01-01source
Manager relationship started
2023-12-31source

+6 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

+18 connections on the graph

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