This allocator's name, 5 more advisers, 5 more managers, 20 more commitments and 5 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 $625M in assets, for 14,656 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $625M
- Funded ratio
- 94.8%
- Fund commitments
- 8
- Managers
- 5
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- International Equity Fund3 commitments
- Artisan Multiple Investment Trust3 commitments
- Mackay Shields Collective Investmen3 commitments
- RBC Global Asset Management Inc.3 commitments
- Artisan Partners3 commitments
- Mackay Shields3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 5.4%
- Corporate debt instruments (preferred) 3.6%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 8.7%
- 103-12 investment entities 12.5%
- Common/collective trusts 39.0%
- Registered investment companies 8.7%
- Common stock 13.7%
- Health Management Systems, Inc. Pension consultantGeneral consultantthrough Jun 30, 2025 Form 5500
- Metlife Investment Management Investment adviser (plan)through Jun 30, 2025 Form 5500
- Mesirow Institutional Inv Mgmt Investment adviser (plan)through Jun 30, 2024 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- RBC Global Asset Management Inc.3 rows, latest Jun 30, 2025
- Artisan Partners3 rows, latest Jun 30, 2025
- Mackay Shields3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Earnest Partnersplan years
- RBC Global Asset Management Inc.plan years 2023
- Artisan Partnersplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Assets changed$59.3Maskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith JPM Chaseaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Mesirow Institutional Inv Mgmtaskebsa.dol.gov
+5 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | International Equity Fund103 12 ie | RBC Global Asset Management Inc. | Public equity | $40.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Artisan Multiple Investment Trustcollective trust | Artisan Partners | Pooled vehicles | $36.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $32.9M held | Disclosed holding | askebsa.dol.gov |
+20 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 Jun 30, 2025 | 14,656 | Not disclosed | Not disclosed | n/a | $625M | $54.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 14,778 | Not disclosed | Not disclosed | n/a | $565M | $55.2M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 14,380 | Not disclosed | Not disclosed | n/a | $515M | $69.4M | Not disclosed | Not disclosed |
- Building Service 32bj Health Fund codes 14 50 $1.1M PY2024
- RBC Global Asset Management(us) Inc codes 28 51 $357,153 PY2024
- Loomis, Sayles Trust Company codes 28 51 $298,872 PY2024
+83 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-06-30source
- Funded status changed2024-07-01source
- Manager relationship ended2023-12-31source
+7 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
+22 connections on the graph
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