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
M••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F•••
Taft-Hartley planLandover, MD
Assets
$105M
Total assets, Dec 31, 2024 reported
Funded
134.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: M••• D•••••• • D•••• E•••••••• L•••• N•• 2•• o• W••••••••• D•• P••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 6.7%
- U.S. Government securities 5.5%
- Other investments 24.5%
- Partnership/joint venture interests 38.4%
- Common stock 23.7%
Consultants and advisers
3 firms
- I••••••••• P••••••••• S••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C•••••• Actuarythrough Dec 31, 2022 Form 5500
- A••••••• R••••• A••••••• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
- J••••••• C•••• B•••• N•••plan years 2023
- W•••• C••••••plan years 2022
- A•••••• C•••••• M••••••••• C••• L••plan years 2022
- I•••••• A•••••••• I•••plan years 2022
- S••••• B••••• • H••••• L••plan years 2022
- B••• W•••••••• A•••• M•••••••••plan years 2022
- P•• B•••plan years 2022
- F••• A•••• M••••••••• I•••plan years 2022
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
$628,981 (2023-12) · $646,698 (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 | 1,004 | n/a | n/a | n/a | $105M | $40.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,039 | n/a | n/a | n/a | $100M | $41.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,020 | n/a | n/a | n/a | $97.3M | $42.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••• W•••••••• codes 28 51 $213,945 PY2024
- Associated Administrators, LLC codes 13 50 $109,854 PY2024
- W•••• C•••••• Management codes 28 51 $101,371 PY2024
- I••••••••• P••••••••• S••••••• codes 27 50 $82,500 PY2024
- I•••••• Real Estate codes 28 51 $51,778 PY2024
- A•••••• Capital Management codes 28 51 $49,234 PY2024
- A••••••• R••••• A••••••• codes 25 $44,073 PY2024
- C•••••• codes 11 50 $35,035 PY2024
- Morgan Lewis Bockius LLP codes 29 50 $31,345 PY2024
- JP Morgan Asset Management codes 28 51 $29,762 PY2024
- P•• B••• codes 28 51 $27,152 PY2024
- Segal B••••• H••••• codes 28 51 $26,379 PY2024
- Calibre CPA Group PLLC codes 10 50 $22,640 PY2024
- Mooney Green Baker and Saindon codes 29 50 $12,590 PY2024
- C••••••, Inc. codes 11 PY2024
- B••• W•••••••• codes 28 51 $196,189 PY2023
- Associated Administrators, LLC codes 13 50 $107,931 PY2023
- W•••• C•••••• Management codes 28 51 $92,951 PY2023
- I••••••••• P••••••••• S••••••• codes 27 50 $78,750 PY2023
- F••• A•••• Management Inc codes 28 51 68 $65,564 PY2023
- A••••••• R••••• A••••••• codes 25 $54,096 PY2023
- A•••••• Capital Management codes 28 51 $49,401 PY2023
- Morgan Lewis Bockius LLP codes 29 50 $40,995 PY2023
- I•••••• Real Estate codes 28 51 $37,262 PY2023
- Mooney Green Baker and Saindon codes 29 50 $36,186 PY2023
- P•• B••• codes 28 51 $29,243 PY2023
- C•••••• codes 11 50 $26,896 PY2023
- Calibre CPA Group PLLC codes 10 50 $23,000 PY2023
- Segal B••••• H••••• codes 28 51 $17,558 PY2023
- JP Morgan Asset Management codes 28 51 $9,081 PY2023
- C••••••, Inc. codes 11 PY2023
- B••• W•••••••• codes 28 51 $135,524 PY2022
- F••• A•••• Management Inc codes 28 51 68 $94,025 PY2022
- W•••• C•••••• Management codes 28 51 $90,131 PY2022
- Associated Administrators, LLC codes 13 50 $89,643 PY2022
- A•••••• Capital Management codes 28 51 $79,668 PY2022
- I••••••••• P••••••••• S••••••• codes 27 50 $75,000 PY2022
- A••••••• R••••• A••••••• codes 25 $67,684 PY2022
- I•••••• Real Estate codes 28 51 $56,367 PY2022
- Morgan Lewis Brockius LLP codes 29 50 $34,458 PY2022
- P•• B••• codes 28 51 $31,435 PY2022
- C•••••• codes 11 50 $28,957 PY2022
- Mooney Green Baker and Saindon codes 29 50 $26,969 PY2022
- Calibre CPA Group PLLC codes 10 50 $22,500 PY2022
- Segal B••••• H••••• codes 28 51 $16,596 PY2022
- C••••••, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceF••• A•••• Management Inc no longer appears on M••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with F••• A•••• M••••••••• I•••askebsa.dol.gov
- Jan 1, 2024Funded status changedM••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F••• funded ratio 138.1% -> 134.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedJP Morgan Asset Management appears on M••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J••••••• C•••• B•••• N•••askebsa.dol.gov
- Jan 1, 2023Funded status changedM••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F••• funded ratio 134.8% -> 138.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedM••• D•••••• a•• D•••• E•••••••• L•••• 2•• P•••••• F••• plan assets $116M -> $97M (-16.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526070425-001
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.