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
O••••• D••••••• F•••••• P•••••• P•••
Taft-Hartley planPortland, OR
Assets
$42.9M
Total assets, Mar 31, 2025 reported
Funded
107.8%
Apr 1, 2023
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: J•••• B•••• o• T•••••••• O••••• D••••••• F•••••• P•••••• T••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 12.0%
- Corporate debt instruments (preferred) 3.5%
- U.S. Government securities 18.9%
- Registered investment companies 43.1%
- Common stock 19.5%
Consultants and advisers
2 firms
- D•••• D•••••••• L•• Actuarythrough Mar 31, 2023 Form 5500
- U• B••• Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Q•••• I••••••••• M••••••••• L••plan years 2023
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
27 readings
Investment management fees
$144,450 (2024-03) · $172,710 (2023-03)
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 Mar 31, 2025 | 768 | n/a | n/a | n/a | $42.9M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 739 | n/a | n/a | n/a | $44.2M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 780 | n/a | n/a | n/a | $41.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Q•••• Investment Management codes 28 51 56 $150,357 PY2024
- UEA Inc codes 13 50 $79,571 PY2024
- U• B••• codes 19 50 51 52 $35,077 PY2024
- D•••• D•••••••• L•• codes 11 17 50 $34,650 PY2024
- Withumsmith+brown PC codes 10 50 $19,613 PY2024
- Beacon Employment Law codes 29 $18,182 PY2024
- Ogletree Deakins codes 29 50 $8,566 PY2024
- Q•••• Investment Management codes 28 51 56 $144,450 PY2023
- UEA Inc codes 13 50 $79,571 PY2023
- U• B••• codes 19 50 51 52 $33,027 PY2023
- D•••• D•••••••• L•• codes 11 17 50 $29,790 PY2023
- Withumsmith+brown PC codes 10 50 $20,580 PY2023
- Ogletree Deakins codes 29 50 $10,676 PY2023
- D•••• D••••••••, LLC codes 11 PY2023
- Q•••• Investment Management codes 28 51 56 $139,654 PY2022
- UEA Inc codes 13 50 $80,291 PY2022
- D•••• D•••••••• L•• codes 11 17 50 $43,358 PY2022
- U• B••• codes 19 50 51 52 $33,556 PY2022
- Ogletree Deakins codes 29 50 $19,232 PY2022
- Withumsmith+brown PC codes 10 50 $15,369 PY2022
- D•••• D••••••••, LLC codes 11 PY2022
What changed
2 events
- Apr 1, 2023Funded status changedO••••• D••••••• F•••••• P•••••• P••• funded ratio 105.5% -> 107.8% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedO••••• D••••••• F•••••• P•••••• P••• plan assets $47M -> $41M (-12.9%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 936028742-001
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.