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

G•••••• P••••••••• C••••••••• P•••••• F•••

Taft-Hartley planPittsburgh, PA
Assets
$1.7B
Total assets, Dec 31, 2024 reported
Funded
87.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
16 managers on Schedule C
Plan sponsor: G•••••• P••••••••• C••••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.9%
  • Corporate debt instruments (preferred) 1.5%
  • U.S. Government securities 7.8%
  • Other investments 26.3%
  • Pooled separate accounts 1.0%
  • Registered investment companies 26.3%
  • Common stock 23.8%
  • R••• estate (other than employer real property) 7.9%
Consultants and advisers
27 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
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, 2024P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$20.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$25.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.7B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.2B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.2B (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Funded ratio
87.4% Jan 1, 2024 reported Form 5500
85.6% (2023-01) · 88.6% (2022-01)
Participants
17,560 Jan 1, 2024 reported Form 5500
17,581 (2023-01) · 17,727 (2022-01)
Contributions
$399M Dec 31, 2024 reported Form 5500
$84.8M (2023-12) · $82.1M (2022-12)
Benefits paid
$145M Dec 31, 2024 reported Form 5500
$113M (2023-12) · $105M (2022-12)
Net investment income
$423M Dec 31, 2024 reported Form 5500
$115M (2023-12) · $-169M (2022-12)
Investment management fees
$6.5M Dec 31, 2024 reported Form 5500
$3.8M (2023-12) · $3.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202417,560n/an/an/a$1.7Bn/an/a$131M
2023 to Dec 31, 202317,581n/an/an/a$1.2Bn/an/a$82.9M
2022 to Dec 31, 202217,727n/an/an/a$1.2Bn/an/a$82.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Graystone Consulting appears on G•••••• P••••••••• C••••••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with M••••• S•••••• S•••• B•••••• L••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    G•••••• P••••••••• C••••••••• P•••••• F••• total assets $1.2B -> $1.7B (+33.1%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    G•••••• P••••••••• C••••••••• P•••••• F••• plan assets $1.1B -> $1.5B (+38.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    G•••••• P••••••••• C••••••••• P•••••• F••• funded ratio 88.6% -> 85.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    G•••••• P••••••••• C••••••••• P•••••• F••• plan assets $1.2B -> $1.1B (-13.6%, 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 256135570-001
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.