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
I••• L•••• 4• • N••• V••••••• A•••••• P•••••• P•••
Taft-Hartley planSAN Diego, CA
Assets
$3.1M
Total assets, Sep 30, 2025 reported
Funded
123.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T•••••••• I••• L•••• 4• • N••• V•••••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 10.4%
- Corporate debt instruments (other) 24.6%
- Registered investment companies 50.3%
Consultants and advisers
2 firms
- F•••• I••••••••• A•••••••• I•• Investment adviser (plan)through Sep 30, 2025 Form 5500
- M•••••••• I••• Actuarythrough Sep 30, 2025 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
9 readings
Total assets
Net assets
Funded ratio
Participants
Contributions
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 187 | n/a | n/a | n/a | $3.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• codes 11 $49,200 PY2024
- Coast Benefits codes 13 15 49 $44,250 PY2024
- Miller Kap••• Arase LLP codes 10 $15,000 PY2024
- Gilbert & Sackman codes 29 $6,712 PY2024
- F•••• Investment Group codes 27 $5,539 PY2024
- M•••••••• I••• codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 932972901-001
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.