This allocator's name, 6 more commitments and 2 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.

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

Taft-Hartley plan in New York

Taft-Hartley plan· Bronx, New York

Taft-Hartley plan, based in Bronx, New York, reporting $29.0M in assets, for 190 participants.

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

Assets
$29.0M
Funded ratio
122.8%
Fund commitments
3
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (3)Allocation policy
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, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$29.0M
Total assets, Jun 30, 2025 reported
Funded
122.8%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
3
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.8%
  • Corporate debt instruments (other) 2.9%
  • Insurance company general account 5.5%
  • Other investments 16.5%
  • Common/collective trusts 67.8%
  • Registered investment companies 3.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
7 events

+2 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
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Neuberger Berman Strategic Multi-Secollective trustNeuberger Berman Trust Company, NaPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov

+6 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
$29.0M Jun 30, 2025 reported Form 5500
$26.1M (2024-06) · $22.3M (2023-06)
Plan assets
$24.2M Jul 1, 2024 reported Form 5500
$20.8M (2023-07) · $18.4M (2022-07)
Net assets
$27.1M Jun 30, 2025 reported Form 5500
$24.2M (2024-06) · $20.8M (2023-06)
Funded ratio
122.8% Jul 1, 2024 reported Form 5500
121.0% (2023-07) · 118.8% (2022-07)
Participants
190 Jul 1, 2024 reported Form 5500
183 (2023-07) · 150 (2022-07)
Contributions
$1.1M Jun 30, 2025 reported Form 5500
$1.2M (2024-06) · $1.2M (2023-06)
Benefits paid
$649,255 Jun 30, 2025 reported Form 5500
$606,181 (2024-06) · $579,372 (2023-06)
Net investment income
$2.9M Jun 30, 2025 reported Form 5500
$3.1M (2024-06) · $2.5M (2023-06)
Investment management fees
$92,922 Jun 30, 2025 reported Form 5500
$85,281 (2024-06) · $64,847 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025190Not disclosedNot disclosedn/a$29.0MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024183Not disclosedNot disclosedn/a$26.1MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023150Not disclosedNot disclosedn/a$22.3MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+26 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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.

Checking your plan…

Record history

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-07-01source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2024-12-31source

+4 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

+5 connections on the graph

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

Ask DFX