DFX Intelligence

This allocator's name, 1 more manager, 3 more commitments and 10 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· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $93.3M in assets, for 511 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $93.3M
Funded ratio: 28.5%
Fund commitments: 5
Managers: 5

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (5)Allocation policy Managers

As of 2024-12-31 · 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 Dec 2024, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New Jersey

Funds committed to

Pimco Collective Investment Trust2 commitments
All-Country World Ex-Us Index Fund1 commitment
NT Collective S&p 500 Index Fund1 commitment

All 5

Managers

Northern Trust Investments, Inc.2 commitments
Pimco2 commitments
Hardman Johnston Global Advisors1 commitment

All 4

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$93.3M

Total assets, Dec 31, 2024 reported

Funded

28.5%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.6%
Non-interest-bearing cash 0.9%
Corporate debt instruments (other) 54.7%
U.S. Government securities 6.2%
Common/collective trusts 27.5%

Consultants and advisers

3 firms

Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Cheiron Actuarythrough Dec 31, 2022 Form 5500
Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Northern Trust Investments, Inc.2 rows, latest Dec 31, 2024
Pimco2 rows, latest Dec 31, 2023
Hardman Johnston Global Advisors1 row, latest Dec 31, 2023

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

Hardman Johnstonplan years
Hardman Johnston Global Advisorsplan years 2022
Pimcoplan years

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

15 events

Dec 31, 2024Holding started
with Northern Trust Investments, Inc.$3.1Maskebsa.dol.gov
Dec 31, 2024Holding started
with Northern Trust Investments, Inc.$22.6Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Pimco Collective Investment Trust$2.8Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Johnston International Equity$3.9Maskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Amalgamated Bank of New Yorkaskebsa.dol.gov

+10 more dated events

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	All-Country World Ex-Us Index Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	NT Collective S&p 500 Index Fundcollective trust	Northern Trust Investments, Inc.	Pooled vehicles	$22.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Pimco Collective Investment Trustcollective trust	Pimco	Pooled vehicles	$2.8M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

30 readings

Total assets

$93.3M Dec 31, 2024 reported Form 5500

$33.2M (2023-12) · $37.1M (2022-12)

Plan assets

$23.8M Jan 1, 2024 reported Form 5500

$27.3M (2023-01) · $37.5M (2022-01)

Net assets

$93.2M Dec 31, 2024 reported Form 5500

$33.1M (2023-12) · $37.0M (2022-12)

Funded ratio

28.5% Jan 1, 2024 reported Form 5500

32.4% (2023-01) · 37.7% (2022-01)

Participants

511 Jan 1, 2024 reported Form 5500

518 (2023-01) · 516 (2022-01)

Contributions

$63.4M Dec 31, 2024 reported Form 5500

$408,559 (2023-12) · $403,347 (2022-12)

Benefits paid

$7.2M Dec 31, 2024 reported Form 5500

$7.1M (2023-12) · $7.2M (2022-12)

Net investment income

$60.1M Dec 31, 2024 reported Form 5500

-$3.9M (2023-12) · -$10.6M (2022-12)

Investment management fees

$59,080 Dec 31, 2024 reported Form 5500

$40,320 (2023-12) · $96,327 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	511	Not disclosed	Not disclosed	n/a	$93.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	518	Not disclosed	Not disclosed	n/a	$33.2M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	516	Not disclosed	Not disclosed	n/a	$37.1M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Cheiron, Inc codes 11 50 $150,278 PY2024
I.E. Shaffer & Co codes 13 50 $77,500 PY2024
Slevin & Hart, PC codes 29 $61,108 PY2024

+37 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

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

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

15 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle started
2024-12-31source
Holding in a pooled vehicle started
2024-12-31source

+12 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+10 connections on the graph

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