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Supplemental Annuity Collective Trust of NJ
The Supplemental Annuity Collective Trust of New Jersey (SACT) is an investment program administered by the New Jersey Division of Pensions and Benefits. Headquartered in Trenton, NJ, it serves public employees who participate in New Jersey State-administered retirement systems. SACT provides a voluntary retirement annuity plan, supplementing basic pension benefits. It includes two plans: the Regular Plan (after-tax contributions) and the Tax-Sheltered Plan (pre-tax 403(b) contributions). The trust primarily serves active members of major NJ public retirement systems such as TPAF, PERS, PFRS, SPRS, and JRS. The plan has operated since before 1969, is managed by the state, and its participant-focused nature means direct employee count is not public, but oversight is within the NJ Department of Treasury.
Investment Strategy
SACT invests participant contributions conservatively in the stock market, offering both after-tax and tax-sheltered options. The Regular Plan allows after-tax contributions, with earnings tax-deferred until distribution. The Tax-Sheltered Plan operates under IRS 403(b) rules, enabling pre-tax salary deductions. Assets are professionally managed with an emphasis on capital preservation and diversified equity exposure to supplement members’ basic pension retirement income. Contributions by members are voluntarily elected and withdrawals typically occur upon retirement, separation, or death, with both lump-sum and annuity benefit options available.
Latest 13F Filing Activity
Supplemental Annuity Collective Trust of NJ filed their most recent 13F report on Jun 30, 2025 disclosing 202 equity positions with a total 13F market value of $355M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Supplemental Annuity Collective Trust of NJ reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Discover Finl SVCS among others.
Top Holdings
Equity Positions (202)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.80% | $27.7M | 55,700 | $46.47 | $497.41 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 7.18% | $25.5M | 161,300 | $4.82 | $157.99 | +$8.0M |
A AAPL | APPLE INC | 6.53% | $23.2M | 113,000 | $27.24 | $205.17 | -$1.9M |
A AMZN | AMAZON COM INC | 4.30% | $15.3M | 69,600 | $31.54 | $219.39 | +$1.8M |
G GOOG | ALPHABET INC | 3.85% | $13.7M | 77,100 | $40.66 | $177.39 | +$1.6M |
Industry Allocation
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