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
T••• C••• H••••••• W•••••• P•••••• P•••
Taft-Hartley planBloomington, MN
Assets
$287M
Total assets, Dec 31, 2024 reported
Funded
109.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• T••• C••• H••••••• W•••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 21.8%
- Registered investment companies 77.3%
Consultants and advisers
3 firms
- M••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2022 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
Investment management fees
$153,609 (2023-12) · $260,057 (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 | 13,092 | n/a | n/a | n/a | $287M | $62.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 12,618 | n/a | n/a | n/a | $260M | $61.3M | n/a | n/a |
| 2022 to Dec 31, 2022 | 12,333 | n/a | n/a | n/a | $226M | $55.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Wilson-Mcshane Corporation codes 13 50 $323,120 PY2024
- M••••• Investements LLC codes 27 50 $134,770 PY2024
- U.S. B••• National Association codes 19 50 62 68 $69,266 PY2024
- Hessian & Mckasy, P.A. codes 29 50 $65,423 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 50 $58,721 PY2024
- P•••te & Moran, PLLC codes 10 50 $50,550 PY2024
- PBI Research Services codes 38 50 $6,110 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- Wilson-Mcshane Corporation codes 13 50 $340,831 PY2023
- M••••• Investements LLC codes 27 50 $153,609 PY2023
- U.S. B••• National Association codes 19 50 62 68 $96,506 PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 50 $58,392 PY2023
- P•••te & Moran, PLLC codes 10 50 $36,200 PY2023
- Hessian & Mckasy, P.A. codes 29 50 $35,750 PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2023
- Wilson-Mcshane Corporation codes 13 50 $317,490 PY2022
- M••••• codes 27 50 $183,617 PY2022
- U.S. B••• National Association codes 19 50 62 68 $80,692 PY2022
- P•••te & Moran, PLLC codes 10 50 $63,095 PY2022
- H•••••• A•••••••• S••••••• codes 11 50 $60,232 PY2022
- Sommers & Fahrenbach codes 36 50 $8,842 PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedT••• C••• H••••••• W•••••• P•••••• P••• total assets $260M -> $287M (+10.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedT••• C••• H••••••• W•••••• P•••••• P••• p••• assets $226M -> $260M (+14.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedT••• C••• H••••••• W•••••• P•••••• P••• total assets $226M -> $260M (+14.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedT••• C••• H••••••• W•••••• P•••••• P••• p••• assets $264M -> $226M (-14.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410973571-001
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.