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
M••• • I•• C•••• I••••••• D•••• E•••••••• U•••• P••• P•••
Taft-Hartley planCincinnati, OH
Assets
$94,739
Total assets, Jul 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: M••• • I•• C•••• I••••••• D•••• E••••••••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
1 firms
- S•• R••••••••• Actuarythrough Jul 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
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 Jul 31, 2025 | 215 | n/a | n/a | n/a | $94,739 | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 225 | n/a | n/a | n/a | $75,710 | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 247 | n/a | n/a | n/a | $92,913 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pattie Luken codes 14 15 30 35 $43,600 PY2024
- Blue & Co., LLC codes 10 $12,000 PY2024
- S•• R••••••••• codes 11 $12,000 PY2024
- Pattie Luken codes 14 15 30 35 $43,632 PY2023
- Blue & Co., LLC codes 10 $11,000 PY2023
- Patti Luken codes 14 15 30 35 $43,619 PY2022
- Blue & Co., LLC codes 10 $10,150 PY2022
- S•• R••••••••• codes 11 $4,950 PY2022
What changed
2 events
- Jul 31, 2025Assets changedM••• • I•• C•••• I••••••• D•••• E•••••••• U•••• P••• P••• total assets $75,710 -> $94,739 (+25.1%, 2024-07-31 to 2025-07-31)
- Jul 31, 2024Assets changedM••• • I•• C•••• I••••••• D•••• E•••••••• U•••• P••• P••• total assets $92,913 -> $75,710 (-18.5%, 2023-07-31 to 2024-07-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316136729-001
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.