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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
N•••••••• O••• A••• I••••••••• U•• R••••••••• I••••• P•••
Taft-Hartley planHolland, OH
Assets
$34.8M
Total assets, Dec 31, 2022 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• N•••••••• O••• A••• I••••••••• U•• R••••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.8%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 5.0%
- Other investments 0.9%
- Registered investment companies 79.7%
- Common stock 8.9%
Consultants and advisers
2 firms
- C•••• R••• • S••••• Actuarythrough Dec 31, 2022 Form 5500
- K•••••• N• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- C••• G••••• M•••••• I•••plan years 2022
- C•••••• I••••••••• L••plan years 2022
- S••• A••••••• S••••••• L••• C••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
7 readings
Total assets
Net assets
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2022 | 1,330 | n/a | n/a | n/a | $34.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••• R••• • S•••••, Inc. codes 11 $70,725 PY2025
- Morgan Stanley-Smith Barney codes 28 $40,000 PY2025
- Cambair Investors LLC codes 28 $23,767 PY2025
- Allota Farley Co., Lpa codes 29 $23,720 PY2025
- Clark, Schaefer, Hackett & Co. codes 10 $22,150 PY2025
- KEY Bank codes 25 $16,706 PY2025
- Huntington Insurance, Inc. codes 22 23 $15,809 PY2025
- S••• Advisory Services codes 28 $10,515 PY2025
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 344437724-001
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.