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••• S••••••••• P•••••• P•••
Taft-Hartley planAlameda, CA
Assets
$1.2M
Total assets, Jul 31, 2023 reported
Funded
50.9%
Aug 1, 2022
Private markets target
n/a
policy Jul 31, 2023
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• M••• S••••••••• P•••••• T••••
Allocation policy
Form 5500, as of Jul 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.4%
- Non-interest-bearing cash 2.3%
- U.S. Government securities 63.9%
- Registered investment companies 22.7%
Consultants and advisers
2 firms
- F••••• • F•••••• I•• Actuarythrough Jul 31, 2023 Form 5500
- F••••• • F••••• Actuarythrough Jul 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)
- A•••••• S•••••• C••••••• 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
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Participants
Contributions
Benefits paid
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 |
|---|---|---|---|---|---|---|---|---|
| 2022 to Jul 31, 2023 | 110 | n/a | n/a | n/a | $1.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F••••• and F••••• codes 11 50 $26,500 PY2022
- Zenith American Solutions codes 13 50 $25,983 PY2022
- Withumsmith+brown, PC codes 10 50 $19,498 PY2022
- Wright Investors' Service, Inc. codes 28 50 $15,500 PY2022
- M••• Welfare Fund codes 15 50 $9,468 PY2022
- Trucker Huss codes 29 50 $7,785 PY2022
- F••••• • F•••••• I••, codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946201677-001
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.