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
N•• P••••• C••• B•••••• P•••
Taft-Hartley planBaltimore, MD
Assets
$127M
Total assets, Dec 31, 2024 reported
Funded
167.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: C••• B•••••• B•••• o• N•• P••••• C••• B•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 15.0%
- Corporate debt instruments (preferred) 31.6%
- U.S. Government securities 51.0%
- Registered investment companies 1.7%
Consultants and advisers
4 firms
- P•• B••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A•• Actuarythrough Dec 31, 2024 Form 5500
- B••• o• N•• Y••• M••••• Trusteethrough Dec 31, 2024 Form 5500
- A•• C••••••••• I••• Actuarythrough Dec 31, 2023 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
18 readings
Funded ratio
Investment management fees
Form 5500 filings
2 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 | 1,731 | n/a | n/a | n/a | $127M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,731 | n/a | n/a | n/a | $122M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Groom Law Group, Chartered codes 29 50 $459,922 PY2024
- A•• C••••••••• I••• codes 11 16 50 $339,873 PY2024
- B Bell/p Rozelle Nfl P••••• Ret Pl codes 13 50 $199,562 PY2024
- PNC Capital Advisors, LLC codes 27 28 51 $51,789 PY2024
- Cloudberry Creative, Inc. codes 38 50 70 $36,686 PY2024
- Consolidated Graphics, Inc. codes 36 50 $26,301 PY2024
- Mitchell & Titus, LLP codes 10 50 $19,080 PY2024
- The B••• o• N•• Y••• M••••• codes 21 50 59 62 $17,501 PY2024
- Alight Solutions, LLC codes 50 64 $13,500 PY2024
- Rcm&d codes 22 50 $6,685 PY2024
- A•• C••••••••• I••• codes 11 PY2024
- Groom Law Group, Chartered codes 29 50 $390,817 PY2023
- A•• C••••••••• I••• codes 11 16 50 $267,828 PY2023
- Mitchell & Titus, LLP codes 10 50 $18,000 PY2023
- A•• C••••••••• I••• codes 11 PY2023
What changed
1 events
- Dec 31, 2024Manager relationship startedPNC Capital Advisors, LLC appears on N•• P••••• C••• B•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P•• B•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 991250131-001
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.