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

B••••••••• L•••• N•• 5• P•••••• P•••

Taft-Hartley planIndianapolis, IN
Assets
$11.4M
Total assets, Apr 30, 2025 reported
Funded
45.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
10
none on the tape
Plan sponsor: B•••• o• T•••••••• B••••••••• L•••• N•• 5• P•••••• P•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 1.3%
  • Corporate debt instruments (other) 2.0%
  • U.S. Government securities 4.3%
  • Common/collective trusts 67.0%
  • Registered investment companies 22.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$549,126 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$523,633 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024S•• C••••••••• I••••••••• T••••collective trustGlobal Trust CompanyPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024B••• M••••• A•••••• S• S•••• I••••collective trustB•• M•••••Public equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$534,914 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$602,454 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$753,143 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023B••• M••••• A•••••• S• S•••• I••••collective trustB•• M•••••Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023S•• C••••••••• I••••••••• T••••collective trustGlobal Trust CompanyPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023A•• A••••••••• R••• E••••• F•••collective trustA•• A••••••••• R••• E•••••Real estate$778,077 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$11.4M Apr 30, 2025 reported Form 5500
$11.5M (2024-04) · $11.8M (2023-04)
Plan assets
$11.3M May 1, 2024 reported Form 5500
$11.8M (2023-05) · $12.9M (2022-05)
Net assets
$11.2M Apr 30, 2025 reported Form 5500
$11.3M (2024-04) · $11.8M (2023-04)
Funded ratio
45.1% May 1, 2024 reported Form 5500
46.6% (2023-05) · 46.9% (2022-05)
Participants
483 May 1, 2024 reported Form 5500
495 (2023-05) · 512 (2022-05)
Contributions
$1.1M Apr 30, 2025 reported Form 5500
$910,615 (2024-04) · $1.1M (2023-04)
Benefits paid
$1.9M Apr 30, 2025 reported Form 5500
$1.9M (2024-04) · $2.0M (2023-04)
Net investment income
$-74,395 Apr 30, 2025 reported Form 5500
$-476,348 (2024-04) · $-1.2M (2023-04)
Investment management fees
$38,137 Apr 30, 2025 reported Form 5500
$42,600 (2024-04) · $22,000 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025483n/an/an/a$11.4Mn/an/an/a
2023 to Apr 30, 2024495n/an/an/a$11.5Mn/an/an/a
2022 to Apr 30, 2023512n/an/an/a$11.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Apr 30, 2025Holding endedinference
    B••••••••• L•••• N•• 5• P•••••• P••• no longer reports S•• C••••••••• I••••••••• T•••• (last held $1M at 2024-04-30; absent from the 2025-04-30 filing)
    with S•• L•••• C•• D••••••• C•••••••••askebsa.dol.gov
  • Apr 30, 2025Holding endedinference
    B••••••••• L•••• N•• 5• P•••••• P••• no longer reports B••• M••••• A•••••• S• S•••• I•••• (B•• M•••••) (last held $4M at 2024-04-30; absent from the 2025-04-30 filing)
    with B•• M•••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    S•••••, B•••••, H••••• no longer appears on B••••••••• L•••• N•• 5• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••••• B••••• • H••••• L••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316126985-001
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.