This allocator's name and 1 more dated event
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Mountainside, New Jersey, reporting $366M in assets, for 2,320 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $366M
- Funded ratio
- 12.9%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Sep 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Afl-Cio Sl Stock Index2 commitments
- BNY Mellon2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.3%
- Corporate debt instruments (other) 64.7%
- U.S. Government securities 4.9%
- Common/collective trusts 12.5%
- Registered investment companies 10.7%
- Common stock 6.0%
- Principal Custody Solutions Trusteethrough Aug 31, 2023 Form 5500
- The Segal Group, Inc. Actuarythrough Aug 31, 2023 Form 5500
- Segal Consulting Actuarythrough Aug 31, 2023 Form 5500
- BNY Mellon2 rows, latest Aug 31, 2025
- Janney Montgomery Scott LLCplan years 2024
- Sep 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Sep 1, 2024Assets changed$10.3Maskebsa.dol.gov
- Aug 31, 2024Assets changed$336Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Janney Montgomery Scott LLCaskebsa.dol.gov
- Sep 1, 2023Funded status changeddown 5 pointsaskebsa.dol.gov
+1 more dated event
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 Aug 31, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $45.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $39.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Aug 31, 2025 | 2,320 | Not disclosed | Not disclosed | n/a | $366M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 2,514 | Not disclosed | Not disclosed | n/a | $369M | $0 | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 2,466 | Not disclosed | Not disclosed | n/a | $33.0M | $2.1M | Not disclosed | Not disclosed |
- Principal Bank codes 15 21 27 49 71 $326,135 PY2024
- Janney Montgomery Scott LLC codes 28 $190,718 PY2024
- The Segal Company codes 11 $146,233 PY2024
+19 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.
Record history
- Funded status changed2023-09-01source
- Funded status changed2024-09-01source
- Manager relationship started2023-12-31source
+3 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.