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

L•••• 8•• P•••••• F•••

Taft-Hartley planNEW York, NY
Assets
$62.0M
Total assets, Aug 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Aug 31, 2025
Commitments
18
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• L•••• 8•• P•••••• F•••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 0.1%
  • Other investments 2.8%
  • Partnership/joint venture interests 3.6%
  • 103-12 investment entities 7.1%
  • Common/collective trusts 20.8%
  • Registered investment companies 4.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025L••••••• C••• B••• F•••collective trustA••••••••• B••• o• N•• Y•••Fixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025H•••••• J••••••• I•••• E••••• G••••103 12 ieJ••••••• I••••••••• E•••••Public equity$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$5.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025L••••• S••••• M••••••••• F••• D•••collective trustL••••• S•••••Pooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025C••••••• E••••••• M•••••• E••••• F•collective trustAmeriprise Trust CompanyPublic equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024L••••••• C••• B••• F•••collective trustA••••••••• B••• o• N•• Y•••Fixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024H•••••• J••••••• I•••• E••••• G••••collective trustJ••••••• I••••••••• E•••••Public equity$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024L••••• S••••• M••••••••• F••• D•••collective trustL••••• S•••••Pooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024E••••••• M•••••• E••••• F•••collective trustAmeriprise Trust CompanyPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$7.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023L••••• S••••• M••••••••• F••• D•••collective trustL••••• S•••••Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023E••••••• M•••••• E••••• F•••collective trustAmeriprise Trust CompanyPublic equity$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023L••••••• C••• B••• F•••collective trustA••••••••• B••• o• N•• Y•••Fixed income$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023H•••••• J••••••• I•••• E••••• G••••collective trustJ••••••• I••••••••• E•••••Public equity$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
21 readings
Total assets
$62.0M Aug 31, 2025 reported Form 5500
$80.0M (2024-08) · $81.8M (2023-08)
Net assets
$61.6M Aug 31, 2025 reported Form 5500
$74.7M (2024-08) · $80.1M (2023-08)
Participants
2,011 Sep 1, 2024 reported Form 5500
2,047 (2023-09) · 2,855 (2022-09)
Contributions
$475,000 Aug 31, 2025 reported Form 5500
$93,808 (2024-08) · $45.7M (2023-08)
Benefits paid
$2.3M Aug 31, 2025 reported Form 5500
$2.3M (2024-08) · $2.0M (2023-08)
Net investment income
$-13.1M Aug 31, 2025 reported Form 5500
$-5.3M (2024-08) · $43.2M (2023-08)
Investment management fees
$128,975 Aug 31, 2025 reported Form 5500
$100,697 (2024-08) · $157,102 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20252,011n/an/an/a$62.0M$2.2Mn/an/a
2023 to Aug 31, 20242,047n/an/an/a$80.0M$2.1Mn/an/a
2022 to Aug 31, 20232,855n/an/an/a$81.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Aug 31, 2025Holding started
    L•••• 8•• P•••••• F••• first reports an interest in C••••••• E••••••• M•••••• E••••• F•: $1M at 2025-08-31
    with C••••••• E••••••• M•••••• E••••• F•askebsa.dol.gov
  • Aug 31, 2025Holding endedinference
    L•••• 8•• P•••••• F••• no longer reports E••••••• M•••••• E••••• F••• (last held $2M at 2024-08-31; absent from the 2025-08-31 filing)
    with E••••••• M•••••• E••••• F•••askebsa.dol.gov
  • Aug 31, 2025Assets changed
    L•••• 8•• P•••••• F••• total assets $80M -> $62M (-22.4%, 2024-08-31 to 2025-08-31)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    A••••••••• B••• appears on L•••• 8•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with A••••••••• B••• o• N•• Y•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    H•••••• J••••••• G••••• A••••••• appears on L•••• 8•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with H•••••• J••••••• G••••• A•••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    I••••••••• R••• E••••• C•••• appears on L•••• 8•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with I••••••••• R••• E••••• C••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    L••••• S••••• T•••• C•••••• appears on L•••• 8•• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with L••••• S••••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    NY Life Investment Management no longer appears on L•••• 8•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with M••••• S••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 112159181-001
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.