This allocator's name, 2 more advisers, 5 more managers, 22 more commitments 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.
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Mount Laurel, New Jersey, reporting $1.0B in assets, for 22,186 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.0B
- Funded ratio
- 43.4%
- Fund commitments
- 10
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Strategic Income Opportunities Bond3 commitments
- High Yield Bond Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Amalgamated Bank5 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.6%
- Corporate debt instruments (other) 31.4%
- Corporate debt instruments (preferred) 3.7%
- U.S. Government securities 10.0%
- Partnership/joint venture interests 4.1%
- Common/collective trusts 37.4%
- Registered investment companies 0.3%
- Common stock 3.4%
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Amalgamated Bank5 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Amalgamated Bankplan years
+8 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Polen Capital Managementaskebsa.dol.gov
- Dec 31, 2024Assets changed$517Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
+2 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, 2024 | Strategic Income Opportunities Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $14.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | High Yield Bond Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $10.7M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 22,186 | Not disclosed | Not disclosed | n/a | $1.0B | $41.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 23,025 | Not disclosed | Not disclosed | n/a | $509M | $46.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 24,288 | Not disclosed | Not disclosed | n/a | $529M | $53.3M | Not disclosed | Not disclosed |
- Frank M. Vaccaro & Associates Inc codes 13 50 $631,002 PY2024
- Cheiron codes 28 50 $355,449 PY2024
- Amalgamated Bank codes 19 51 $332,174 PY2024
+79 more service providers
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Provenance
This record 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 started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
+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
+17 connections on the graph
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