DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

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Taft-Hartley plan

B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••

Taft-Hartley planPittsburgh, PA
Assets
$111M
Total assets, Dec 31, 2024 reported
Funded
20.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: B•••• o• T••••••• o• B••••••• M••• D•••••• L•••• 4•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 80.8%
  • Non-interest-bearing cash 0.0%
  • Common/collective trusts 0.8%
  • Registered investment companies 16.1%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024I•••••• E••••• R••• E••••• S•• T•••collective trustI•••••• Trust Companyr••• e•••••$930,702 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023I•••••• E••••• R••• E••••• S•• T•••collective trustI•••••• Trust Companyr••• e•••••$866,786 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022I•••••• E••••• R••• E••••• S•• T•••collective trustI•••••• Trust Companyr••• e•••••$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$111M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $20.8M (2022-12)
Plan assets
$18.9M Jan 1, 2024 reported Form 5500
$18.2M (2023-01) · $27.4M (2022-01)
Net assets
$110M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $20.5M (2022-12)
Funded ratio
20.9% Jan 1, 2024 reported Form 5500
20.7% (2023-01) · 24.1% (2022-01)
Participants
1,362 Jan 1, 2024 reported Form 5500
1,409 (2023-01) · 1,461 (2022-01)
Contributions
$1.2M Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · $1.4M (2022-12)
Benefits paid
$8.4M Dec 31, 2024 reported Form 5500
$8.5M (2023-12) · $8.4M (2022-12)
Net investment income
$-3.1M Dec 31, 2024 reported Form 5500
$-163,659 (2023-12) · $-14.3M (2022-12)
Investment management fees
$55,000 Dec 31, 2024 reported Form 5500
$40,417 (2023-12) · $29,166 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,362n/an/an/a$111Mn/an/an/a
2023 to Dec 31, 20231,409n/an/an/a$114Mn/an/an/a
2022 to Dec 31, 20221,461n/an/an/a$20.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship endedinference
    I•••••• N••••••• T•••• C•••••• no longer appears on B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with I•••••• N••••••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    M•••••• ••• A••••• no longer appears on B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with M•••••• ••• A•••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    M•••••• I••••••••• L•• appears on B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with M•••••• I••••••••• L••askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    M•••••• ••• A••••• appears on B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with M•••••• ••• A•••••askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    A•••• Consulting no longer appears on B••••••• M••••••• D•••••• L•••• 4•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with M•••••• ••••••askebsa.dol.gov
  • Dec 31, 2023Assets changed
    B••••••• M••••••• D•••••• L•••• 4•• P•••••• F••• total assets $21M -> $114M (+446.3%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    B••••••• M••••••• D•••••• L•••• 4•• P•••••• F••• funded ratio 24.1% -> 20.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    B••••••• M••••••• D•••••• L•••• 4•• P•••••• F••• plan assets $27M -> $18M (-33.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346665225-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.