2 more advisers, 3 more managers, 27 more commitments and 2 more dated events
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Legacy Plan of the National Retirement Fund
Taft-Hartley plan, based in White Plains, New York, reporting $1.9B in assets, for 201,048 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.9B
- Funded ratio
- 96.3%
- Fund commitments
- 11
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Curran & Connors, Inc. no longer appears on Legacy Plan of the National Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Lord Abbett Small Cap Growth Equity3 commitments
- Longview Largecap Plus Fund3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Amalgamated Bank of New York15 commitments
- Amalgamated Bank3 commitments
- Hardman Johnston Global Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.5%
- Corporate debt instruments (other) 3.9%
- Other investments 1.1%
- Partnership/joint venture interests 24.6%
- 103-12 investment entities 9.0%
- Common/collective trusts 45.7%
- Registered investment companies 3.6%
- Common stock 8.2%
- Curran & Connors, Inc. General consultantthrough Dec 31, 2023 Form 5500
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Horizon Actuarial Serv Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- Amalgamated Bank of New York15 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
+3 more managers received commitments
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- Amalgamated Bankplan years
- Hardman Johnston Global Advisorsplan years 2022
- Genstar Capital Partners, LLCplan years 2024
+9 more Schedule C managers
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- Dec 31, 2024Holding endedinferenceLegacy Plan of the National Retirement Fund no longer reports Emerg Mkts Growth Collective Fund (William Blair Investment Management) (last held $10M at 2023-12-31; absent from the 2024-12-31 filing)with William Blair Investment Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCurran & Connors, Inc. no longer appears on Legacy Plan of the National Retirement Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Curran & Connors, Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedLegacy Plan of the National Retirement Fund funded ratio 98.6% -> 96.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceLegacy Plan of the National Retirement Fund no longer reports Afl-Cio Building Investment Trust (Great Gray Trust Company) (last held $15M at 2022-12-31; absent from the 2023-12-31 filing)with Great Gray Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurran & Connors, Inc. appears on Legacy Plan of the National Retirement Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Curran & Connors, Inc.askebsa.dol.gov
+2 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Lord Abbett Small Cap Growth Equitycollective trust | Great Gay | Venture | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap Plus Fundcollective trust | Amalgamated Bank | Pooled vehicles | $2.1B held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $129M 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 201,048 | Not disclosed | Not disclosed | n/a | $1.9B | $456M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 208,302 | Not disclosed | Not disclosed | n/a | $1.8B | $456M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 213,659 | Not disclosed | Not disclosed | n/a | $1.7B | $418M | Not disclosed | Not disclosed |
- Amalgamated Employee Benefits Admin codes 13 50 $11.0M PY2024
- Schulte Roth & Zabel LLP codes 29 50 $2.2M PY2024
- Aligraphics, a Division of Aeba codes 49 50 $1.1M PY2024
+130 more service providers
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Provenance
Legacy Plan of the National Retirement Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Funded status changed2023-01-01source
+4 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
+19 connections on the graph
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