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
C•••••••• S••• D•••• W•••••• P•••••• P•••
Taft-Hartley planIndependence, OH
Assets
$2.6M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• C•••••••• S••• D•••• W•••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 16.6%
- Corporate debt instruments (other) 14.0%
- U.S. Government securities 18.6%
- Registered investment companies 50.2%
Consultants and advisers
3 firms
- M•••••• I••••••••• L•• Investment adviser (plan)through Dec 31, 2024 Form 5500
- M•••••• •••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- K•• B••• N••••••• A•••••••••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
21 readings
Net investment income
$-674,432 (2023-12) · $-2.0M (2022-12)
Investment management fees
$16,902 (2023-12) · $22,662 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 238 | n/a | n/a | n/a | $2.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 246 | n/a | n/a | n/a | $3.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 246 | n/a | n/a | n/a | $4.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cleve Soft Drink Workers Loc 1164 codes 13 $40,587 PY2024
- Mariner Institutional, LLC codes 27 $13,750 PY2024
- The Segal Company codes 11 $13,491 PY2024
- J. Schaefer & Company LLC codes 10 $9,500 PY2024
- KEY Corp codes 28 $5,060 PY2024
- Cleve Soft Drink Workers Loc 1164 codes 13 $33,648 PY2023
- Andco Consulting codes 27 $13,750 PY2023
- J. Schaefer & Company LLC codes 10 $9,500 PY2023
- The Segal Company codes 11 $5,600 PY2023
- KEY Corp codes 28 $5,494 PY2023
- Cleve Soft Drink Workers Loc 1164 codes 13 $29,225 PY2022
- Andco Consulting codes 27 $13,750 PY2022
- J. Schaefer & Company LLC codes 10 $9,500 PY2022
- KEY Corp codes 28 $5,847 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceAndco Consulting no longer appears on Cleveland Soft Drink Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• ••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMariner Institutional, LLC appears on Cleveland Soft Drink Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I••••••••• L••askebsa.dol.gov
- Dec 31, 2024Assets changedCleveland Soft Drink Workers Pension Plan total assets $4M -> $3M (-25.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedCleveland Soft Drink Workers Pension Plan total assets $4M -> $4M (-16.2%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346613099-001
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.