This allocator's name and 3 more commitments
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, based in West Trenton, New Jersey, reporting $17.3M in assets, for 878 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $17.3M
- Funded ratio
- 139.5%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 1 Nov 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Core Bond Fund3 commitments
- Longview Broad Market 3000 Index Fu3 commitments
- this allocator3 commitments
- Amalgamated Bank3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.2%
- Common/collective trusts 75.4%
- Registered investment companies 24.0%
- Bellwether Consulting Inc Investment adviser (plan)through Oct 31, 2023 Form 5500
- Cheiron Actuarythrough Oct 31, 2023 Form 5500
- this allocator Custodianthrough Oct 31, 2023 Form 5500
- this allocator3 rows, latest Oct 31, 2025
- Amalgamated Bank3 rows, latest Oct 31, 2025
- Nov 1, 2024Assets changed$2.1Maskebsa.dol.gov
- Oct 31, 2024Assets changed$2.1Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Longview Core Bond Fundcollective trust | this allocator | Fixed income | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Longview Core Bond Fundcollective trust | this allocator | Fixed income | $5.4M 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 878 | Not disclosed | Not disclosed | n/a | $17.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 882 | Not disclosed | Not disclosed | n/a | $16.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 895 | Not disclosed | Not disclosed | n/a | $14.1M | Not disclosed | Not disclosed | Not disclosed |
- I.E. Shaffer & Co. codes 13 $109,710 PY2024
- Cheiron codes 11 $47,091 PY2024
- Amalgamated Bank codes 19 51 $22,948 PY2024
+24 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
Not yet on record: managers.
This record sits on 2 traced paths of capital across the graphs.
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.
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Record history
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.