This allocator's name, 5 more advisers, 4 more managers, 27 more commitments and 16 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 NEW York, New York, reporting $589M in assets, for 15,472 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $589M
- Funded ratio
- 104.3%
- Fund commitments
- 8
- Managers
- 18
Nothing material in the last 90 days. Last change: 31 Dec 2025, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Eafe Index Fund4 commitments
- Altrinsic Collective Investment Tru4 commitments
- Longview Total Market 1500 Idx Fund4 commitments
- State Street Global Advisors Trust Company6 commitments
- Northern Trust Investments, Inc.4 commitments
- Altrinsic Global Advisors LLC4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 1.3%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 4.1%
- Other investments 0.1%
- Partnership/joint venture interests 16.0%
- Common/collective trusts 39.1%
- Registered investment companies 21.0%
- Common stock 6.5%
- Preferred stock 0.1%
- Real estate (other than employer real property) 8.3%
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2025 Form 5500
- Health Management Systems, Inc. Pension consultantthrough Dec 31, 2025 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2025 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company6 rows, latest Dec 31, 2025
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2025
- Altrinsic Global Advisors LLC4 rows, latest Dec 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- GQG Partners LLCplan years
+18 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship startedwith Harbourvest Partners LPaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith Altrinsic Global Advisors LLCaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith Grain Management Capitalaskebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Crow Holdings Capitalaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith ISQ Global Infrastructure Fund IIIaskebsa.dol.gov
+16 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 Dec 31, 2025 | NT Collective Eafe Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $26.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Altrinsic Collective Investment Trucollective trust | Altrinsic Global Advisors LLC | Pooled vehicles | $36.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Longview Total Market 1500 Idx Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $81.4M held | Disclosed holding | askebsa.dol.gov |
+27 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 15,472 | Not disclosed | Not disclosed | n/a | $589M | $94.2M | Not disclosed | $48.9M |
| 2024 to Dec 31, 2024 | 15,235 | Not disclosed | Not disclosed | n/a | $529M | $68.6M | Not disclosed | $40.6M |
| 2023 to Dec 31, 2023 | 15,086 | Not disclosed | Not disclosed | n/a | $497M | $57.7M | Not disclosed | $33.5M |
| 2022 to Dec 31, 2022 | 14,789 | Not disclosed | Not disclosed | n/a | $456M | $50.0M | Not disclosed | $41.8M |
- Building Service 32bj Health Fund codes 10 14 50 $949,002 PY2025
- Altrinsic Global Advisors, LLC codes 28 51 68 $256,489 PY2025
- Rreef America LLC codes 28 51 $231,696 PY2025
+125 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2024-12-31source
- Funded status changed2024-01-01source
- Funded status changed2025-01-01source
+18 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
+31 connections on the graph
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