This allocator's name, 2 more advisers, 3 more managers, 19 more commitments and 27 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 $2.4B in assets, for 46,350 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.4B
- Funded ratio
- 102.3%
- Fund commitments
- 8
- Managers
- 8
Nothing material in the last 90 days. Last change: 31 May 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- TWO Sigma International Core Fund3 commitments
- Harbourvest Partners - Cayman Partn3 commitments
- Harbourvest Part Ix Cayman Credit3 commitments
- Harbourvest Partners LP9 commitments
- TWO Sigma Advisers, LP3 commitments
- Acadian Asset Management3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 5.2%
- Corporate debt instruments (preferred) 4.7%
- U.S. Government securities 4.6%
- Other investments 0.0%
- Partnership/joint venture interests 62.4%
- 103-12 investment entities 7.0%
- Common/collective trusts 6.4%
- Registered investment companies 2.8%
- Common stock 5.7%
- Terry Schmidt LLC General consultantthrough May 31, 2023 Form 5500
- Cambridge Associates Investment adviser (plan)through May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 2023 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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- Harbourvest Partners LP9 rows, latest May 31, 2025
- TWO Sigma Advisers, LP3 rows, latest May 31, 2025
- Acadian Asset Management3 rows, latest May 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harbourvest Partners LPplan years 2023
- TWO Sigma Advisers, LPplan years
- Primary Waveplan years 2025
+51 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- May 31, 2025Holding started
- Dec 31, 2024Manager relationship startedwith Wynnchurch Capital, L.P.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Revelation Healthcare LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Barings LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Atalaya Capital Managementaskebsa.dol.gov
+27 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 May 31, 2025 | TWO Sigma International Core Fund103 12 ie | TWO Sigma Advisers, LP | Pooled vehicles | $52.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Harbourvest Partners - Cayman Partn103 12 ie | Harbourvest Partners LP | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Harbourvest Part Ix Cayman Credit103 12 ie | Harbourvest Partners LP | Private credit | $722,639 held | Disclosed holding | askebsa.dol.gov |
+19 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 May 31, 2025 | 46,350 | Not disclosed | Not disclosed | n/a | $2.4B | $1.5B | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 47,217 | Not disclosed | Not disclosed | n/a | $2.2B | $1.5B | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 48,478 | Not disclosed | Not disclosed | n/a | $2.0B | $1.3B | Not disclosed | Not disclosed |
- Fortress Investment Group LLC codes 28 51 52 72 $5.0M PY2024
- Cambridge Associates LLC codes 27 28 51 $2.6M PY2024
- Blue Torch Capital codes 28 51 52 72 $2.5M PY2024
+173 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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 started2025-05-31source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+29 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
+61 connections on the graph
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