5 more advisers, 5 more managers, 20 more commitments and 5 more dated events

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32bj School Workers Pension Fund

Taft-Hartley plan· NEW York, 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
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (8)Allocation policyConsultants
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: 30 Jun 2025, 32bj School Workers Pension Fund total assets $565M -> $625M (+10.5%, 2024-06-30 to 2025-06-30).

Capital path

who backs this record, through what, into what; each name opens its own path
32bj School Workers Pension Fund
Funds committed to
All 8
Managers
All 8
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$625M
Total assets, Jun 30, 2025 reported
Funded
94.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
8
5 managers on Schedule C
Plan sponsor: Board of Trustees of the 32bj School Workers Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • 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%
Consultants and advisers
8 firms

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

+5 more managers received commitments

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From Schedule C (investment management, code 28)

+8 more Schedule C managers

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What changed
10 events
  • Jun 30, 2025Assets changed
    32bj School Workers Pension Fund total assets $565M -> $625M (+10.5%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Jpmorgan Chase appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    JPM Chase no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with JPM Chaseaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Amalgamated Bank appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Mesirow Institutional Inv Mngmt Inc no longer appears on 32bj School Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Mesirow Institutional Inv Mgmtaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025International Equity Fund103 12 ieRBC Global Asset Management Inc.Public equity$40.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Artisan Multiple Investment Trustcollective trustArtisan PartnersPooled vehicles$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Mackay Shields Collective Investmencollective trustMackay ShieldsPooled vehicles$32.9M heldDisclosed holdingaskebsa.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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Size and funding
30 readings
Total assets
$625M Jun 30, 2025 reported Form 5500
$565M (2024-06) · $515M (2023-06)
Plan assets
$542M Jul 1, 2024 reported Form 5500
$493M (2023-07) · $460M (2022-07)
Net assets
$598M Jun 30, 2025 reported Form 5500
$542M (2024-06) · $493M (2023-06)
Funded ratio
94.8% Jul 1, 2024 reported Form 5500
92.8% (2023-07) · 92.5% (2022-07)
Participants
14,656 Jul 1, 2024 reported Form 5500
14,778 (2023-07) · 14,380 (2022-07)
Contributions
$29.3M Jun 30, 2025 reported Form 5500
$22.8M (2024-06) · $21.0M (2023-06)
Benefits paid
$32.4M Jun 30, 2025 reported Form 5500
$30.7M (2024-06) · $29.5M (2023-06)
Net investment income
$56.9M Jun 30, 2025 reported Form 5500
$48.3M (2024-06) · $33.1M (2023-06)
Investment management fees
$1.4M Jun 30, 2025 reported Form 5500
$1.5M (2024-06) · $1.5M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202514,656Not disclosedNot disclosedn/a$625M$54.6MNot disclosedNot disclosed
2023 to Jun 30, 202414,778Not disclosedNot disclosedn/a$565M$55.2MNot disclosedNot disclosed
2022 to Jun 30, 202314,380Not disclosedNot disclosedn/a$515M$69.4MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+83 more service providers

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Provenance
Identifiers: EIN-PN 131957585-001
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

32bj School Workers Pension Fund sits on 10 traced paths of capital across the graphs.

Consultant to allocator to manager

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

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-06-30source
  • Funded status changed
    2024-07-01source
  • Manager relationship ended
    2023-12-31source

+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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