DFX Intelligence

This allocator's name and 2 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 $302M in assets, for 1,542 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $302M
Funded ratio: 92.1%
Fund commitments: 1
Managers: 2

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

Commitments (1)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status 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

Jpmcb Strategic Property Fund3 commitments

Managers

J.P. Morgan Chase3 commitments

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

Taft-Hartley plan

Assets

$302M

Total assets, Dec 31, 2024 reported

Funded

92.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.8%
Non-interest-bearing cash 0.6%
Corporate debt instruments (other) 9.4%
U.S. Government securities 14.8%
Other investments 4.4%
Common/collective trusts 3.3%
Registered investment companies 40.2%
Common stock 23.5%

Consultants and advisers

3 firms

J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
UBS Financial Services Inc. Custodianthrough Dec 31, 2022 Form 5500
Summit Actuarial Services Actuarythrough Dec 31, 2022 Form 5500

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

J.P. Morgan Chase3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Kanye Anderson Rudnickplan years 2024
Richmond Capital Management, Inc.plan years 2024
Invesco Investment Management Coplan years 2023

+8 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

7 events

Jan 1, 2024Funded status changed
5 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$30.3Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Clearbridgeaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Invesco Investment Management Coaskebsa.dol.gov
Dec 31, 2023Assets changed
$31.8Maskebsa.dol.gov

+2 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

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$10.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$10.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Jpmcb Strategic Property Fundcollective trust	J.P. Morgan Chase	Real estate	$12.2M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$302M Dec 31, 2024 reported Form 5500

$276M (2023-12) · $244M (2022-12)

Plan assets

$273M Jan 1, 2024 reported Form 5500

$243M (2023-01) · $286M (2022-01)

Net assets

$300M Dec 31, 2024 reported Form 5500

$273M (2023-12) · $243M (2022-12)

Funded ratio

92.1% Jan 1, 2024 reported Form 5500

87.1% (2023-01) · 106.8% (2022-01)

Participants

1,542 Jan 1, 2024 reported Form 5500

1,521 (2023-01) · 1,532 (2022-01)

Contributions

$17.3M Dec 31, 2024 reported Form 5500

$17.2M (2023-12) · $15.3M (2022-12)

Benefits paid

$19.6M Dec 31, 2024 reported Form 5500

$18.3M (2023-12) · $17.2M (2022-12)

Net investment income

$26.7M Dec 31, 2024 reported Form 5500

$30.3M (2023-12) · -$43.4M (2022-12)

Investment management fees

$1.0M Dec 31, 2024 reported Form 5500

$1.0M (2023-12) · $1.3M (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	1,542	Not disclosed	Not disclosed	n/a	$302M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,521	Not disclosed	Not disclosed	n/a	$276M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,532	Not disclosed	Not disclosed	n/a	$244M	Not disclosed	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 $382,006 PY2024
UBS Financial Services codes 19 51 $299,230 PY2024
Neuberger Berman, LLC codes 28 51 $206,960 PY2024

+50 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

7 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship ended
2023-12-31source

+4 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

+15 connections on the graph

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