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

U••••• F••• • C••••••••• W•••••• U•••• L•••• 1•• R••••• M••• P•••••• P•••

Taft-Hartley planMount Laurel, NJ
Assets
$530M
Total assets, Jun 30, 2025 reported
Funded
45.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
16
none on the tape
Plan sponsor: B•••• o• T•••••••• U••••• F••• • C••••••••• W•••••• U•••• L•••• 1••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.2%
  • Non-interest-bearing cash 1.2%
  • Corporate debt instruments (other) 44.6%
  • U.S. Government securities 8.6%
  • Partnership/joint venture interests 5.3%
  • Common/collective trusts 19.6%
  • Common stock 11.6%
  • Preferred stock 0.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025H•••••• J••••••• I•••• E••••• G••••collective trustJ••••••• I••••••••• E•••••Public equity$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N• C••• R•••••• 1••• V•• i• F•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$14.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$38.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025E••••••• E••••• M•••••••• I•••• F•collective trustN••••••• T•••• C••••••••• E••• I•••Public equity$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$19.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024H•••••• J••••••• I•••• E••••• G••••collective trustJ••••••• I••••••••• E•••••Public equity$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$6.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N• C••• R•••••• 1••• V•• i• F•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$33.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023H•••••• J••••••• I•••• E••••• G••••collective trustJ••••••• I••••••••• E•••••Public equity$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N• C••••••••• S•••• T••• I•••••••••collective trustN••••••• T•••• C••••••••• E••• I•••Cash$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N• C••• R•••••• 1••• V•• i• F•collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023N• C••••••••• S•• 5•• I•••• F•••collective trustN••••••• T•••• C••••••••• E••• I•••Pooled vehicles$31.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$530M Jun 30, 2025 reported Form 5500
$521M (2024-06) · $238M (2023-06)
Plan assets
$206M Jul 1, 2024 reported Form 5500
$219M (2023-07) · $235M (2022-07)
Net assets
$486M Jun 30, 2025 reported Form 5500
$478M (2024-06) · $213M (2023-06)
Funded ratio
45.8% Jul 1, 2024 reported Form 5500
47.5% (2023-07) · 50.1% (2022-07)
Participants
10,029 Jul 1, 2024 reported Form 5500
10,127 (2023-07) · 10,252 (2022-07)
Contributions
$11.8M Jun 30, 2025 reported Form 5500
$11.3M (2024-06) · $11.4M (2023-06)
Benefits paid
$40.7M Jun 30, 2025 reported Form 5500
$40.7M (2024-06) · $40.3M (2023-06)
Net investment income
$8.3M Jun 30, 2025 reported Form 5500
$265M (2024-06) · $-15.6M (2023-06)
Investment management fees
$1.0M Jun 30, 2025 reported Form 5500
$845,318 (2024-06) · $1.1M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202510,029n/an/an/a$530M$27.9Mn/an/a
2023 to Jun 30, 202410,127n/an/an/a$521M$27.4Mn/an/a
2022 to Jun 30, 202310,252n/an/an/a$238M$31.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jun 30, 2025Holding started
    U••••• F••• • C••••••••• W•••••• U•••• L•••• 1•• R••••• M••• P•••••• P••• first reports an interest in E••••••• E••••• M•••••••• I•••• F• (N••••••• T•••• C••••••••• E••• I•••): $12M at 2025-06-30
    with N••••••• T•••• C••••••••• E••• I•••askebsa.dol.gov
  • Jun 30, 2024Assets changed
    U••••• F••• • C••••••••• W•••••• U•••• L•••• 1•• R••••• M••• P•••••• P••• total assets $238M -> $521M (+119.1%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    S••••• Investment Partners, Inc. appears on U••••• F••• • C••••••••• W•••••• U•••• L•••• 1•• R••••• M••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with S••••• I••••••••• P••••••• I•••askebsa.dol.gov
  • Jul 1, 2023Funded status changed
    U••••• F••• • C••••••••• W•••••• U•••• L•••• 1•• R••••• M••• P•••••• P••• funded ratio 50.1% -> 47.5% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236209656-001
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.