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•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P•••
Taft-Hartley planBrainerd, MN
Assets
$59.0M
Total assets, Dec 31, 2024 reported
Funded
118.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• C•••••••• L••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 6.7%
- U.S. Government securities 7.5%
- Registered investment companies 51.7%
- Common stock 33.3%
Consultants and advisers
5 firms
- R••• I••• General consultantthrough Dec 31, 2023 Form 5500
- W•••• F•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S••••••••• A•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- V•• A•••••••• S•••••••• Actuarythrough Dec 31, 2022 Form 5500
- V•• I••••••• A••••••••• 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
$277,198 (2023-12) · $296,756 (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 | 1,125 | n/a | n/a | n/a | $59.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,104 | n/a | n/a | n/a | $54.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,113 | n/a | n/a | n/a | $49.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pruco S•••••••••, LLC codes 27 $199,047 PY2024
- S••••••••• A•••••• codes 27 $78,625 PY2024
- Westberg Eischens, Pllp codes 10 $61,695 PY2024
- V•• A•••••••• S•••••••• codes 11 $16,806 PY2024
- Stinson, LLP codes 29 $12,588 PY2024
- V•• A•••••••• S•••••••• codes 11 PY2024
- Pruco S•••••••••, LLC codes 27 $208,175 PY2023
- Westberg Eischens, Pllp codes 10 $73,930 PY2023
- S••••••••• A•••••• codes 27 $69,023 PY2023
- V•• A•••••••• S•••••••• codes 11 $19,998 PY2023
- Stinson, LLP codes 29 $6,219 PY2023
- R••• I••• codes 16 $5,020 PY2023
- V•• I••••••• A••••••••• codes 11 PY2023
- Pruco S•••••••••, LLC codes 27 $224,890 PY2022
- S••••••••• A•••••• codes 27 $71,866 PY2022
- Westberg Eischens, Pllp codes 10 $56,660 PY2022
- VAN I••••••• codes 11 $22,135 PY2022
- Stinson, LLP codes 29 $6,924 PY2022
- V•• I••••••• A••••••••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceR••• I••• no longer appears on C•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with R••• I•••askebsa.dol.gov
- Jan 1, 2024Funded status changedC•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P••• funded ratio 123.3% -> 118.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P••• plan assets $50M -> $55M (+10.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceR••• I••• appears on C•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with R••• I•••askebsa.dol.gov
- Dec 31, 2023Assets changedC•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P••• total assets $50M -> $55M (+10.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedC•••••••• L•••• A••• P•••••• T•••• D•••••• B•••••• P••• plan assets $63M -> $50M (-20.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 416149933-001
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.