2 more advisers, 3 more managers, 19 more commitments and 27 more dated events

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Equity-League Pension Trust Fund

Taft-Hartley plan· NEW York, 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
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Commitments (8)Allocation policyManagers
As of · 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: 31 May 2025, Equity-League Pension Trust Fund first reports an interest in Commingled Pension Trust Fund (U.S. (Jpmorgan Chase Bank Na): $15M at 2025-05-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Equity-League Pension Trust Fund
Funds committed to
All 8
Managers
All 6
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$2.4B
Total assets, May 31, 2025 reported
Funded
102.3%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
8
8 managers on Schedule C
Plan sponsor: Board of Trustees of the Equity-League Pension Trust Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • 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%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures

+3 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+51 more Schedule C managers

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What changed
32 events
  • May 31, 2025Holding started
    Equity-League Pension Trust Fund first reports an interest in Commingled Pension Trust Fund (U.S. (Jpmorgan Chase Bank Na): $15M at 2025-05-31
    with Jpmorgan Chase Bank Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Wynnchurch Capital LLC appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wynnchurch Capital, L.P.askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Revelation Healthcare LP appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Revelation Healthcare LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Barings LLC no longer appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Barings LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Atalaya Capital Management no longer appears on Equity-League Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Atalaya Capital Managementaskebsa.dol.gov

+27 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025TWO Sigma International Core Fund103 12 ieTWO Sigma Advisers, LPPooled vehicles$52.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Harbourvest Partners - Cayman Partn103 12 ieHarbourvest Partners LPPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Harbourvest Part Ix Cayman Credit103 12 ieHarbourvest Partners LPPrivate credit$722,639 heldDisclosed holdingaskebsa.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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Size and funding
30 readings
Total assets
$2.4B May 31, 2025 reported Form 5500
$2.2B (2024-05) · $2.0B (2023-05)
Plan assets
$2.2B Jun 1, 2024 reported Form 5500
$2.0B (2023-06) · $2.1B (2022-06)
Net assets
$2.3B May 31, 2025 reported Form 5500
$2.2B (2024-05) · $2.0B (2023-05)
Funded ratio
102.3% Jun 1, 2024 reported Form 5500
100.5% (2023-06) · 101.4% (2022-06)
Participants
46,350 Jun 1, 2024 reported Form 5500
47,217 (2023-06) · 48,478 (2022-06)
Contributions
$47.5M May 31, 2025 reported Form 5500
$37.1M (2024-05) · $38.1M (2023-05)
Benefits paid
$108M May 31, 2025 reported Form 5500
$103M (2024-05) · $97.6M (2023-05)
Net investment income
$110M May 31, 2025 reported Form 5500
$201M (2024-05) · -$86.7M (2023-05)
Investment management fees
$31.4M May 31, 2025 reported Form 5500
$43.4M (2024-05) · $16.4M (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 202546,350Not disclosedNot disclosedn/a$2.4B$1.5BNot disclosedNot disclosed
2023 to May 31, 202447,217Not disclosedNot disclosedn/a$2.2B$1.5BNot disclosedNot disclosed
2022 to May 31, 202348,478Not disclosedNot disclosedn/a$2.0B$1.3BNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+173 more service providers

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Provenance
Identifiers: EIN-PN 136696817-001
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

Equity-League Pension Trust Fund sits on 11 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

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

32 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-05-31source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+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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