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
B••••••••• L•••• N•• 8• P•••••• F•••
Taft-Hartley planCanfield, OH
Assets
$46.1M
Total assets, Apr 30, 2025 reported
Funded
96.7%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: B••••••••• L•••• N•• 8• P•••••• F••• B•••• o• T•••••••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 1.4%
- Registered investment companies 85.9%
- Real estate (other than employer real property) 9.6%
Consultants and advisers
5 firms
- M•••••• W••••• A••••••• Investment adviser (plan)through Apr 30, 2025 Form 5500
- M•••••• •••••• Investment adviser (plan)through Apr 30, 2023 Form 5500
- C•••• R••• • S••••• Actuarythrough Apr 30, 2023 Form 5500
- P•• B•••• N••••••• A••••••••• Custodianthrough Apr 30, 2023 Form 5500
- A••••••• R••••• A••••••• Custodianthrough Apr 30, 2023 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
30 readings
Investment management fees
$148,477 (2024-04) · $143,568 (2023-04)
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 Apr 30, 2025 | 349 | n/a | n/a | n/a | $46.1M | n/a | n/a | $4.4M |
| 2023 to Apr 30, 2024 | 363 | n/a | n/a | n/a | $44.4M | n/a | n/a | $4.5M |
| 2022 to Apr 30, 2023 | 364 | n/a | n/a | n/a | $42.0M | n/a | n/a | $5.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• W••••• A••••••• codes 27 51 $75,833 PY2024
- Benesys codes 13 50 $54,384 PY2024
- A••••••• R••••• A••••••• codes 19 28 52 $49,330 PY2024
- C•••• R••• • S••••• Actuarial codes 11 50 $28,500 PY2024
- PNC Institutional Investments codes 19 28 51 $20,695 PY2024
- Hylant Group, Inc. codes 22 50 $16,836 PY2024
- Faulkner, Hoffman & Phillips, LLC codes 29 50 $12,390 PY2024
- Dgperry codes 10 50 $12,070 PY2024
- Mah,tr&sh Valley Central Admin Agcy codes 50 64 $10,401 PY2024
- C•••• R••• • S••••• codes 11 PY2024
- And Co Inc. codes 27 51 $75,833 PY2023
- A••••••• R••••• A••••••• codes 19 28 52 $53,562 PY2023
- Benesys codes 13 50 $52,800 PY2023
- C•••• R••• • S••••• Actuarial codes 11 50 $27,175 PY2023
- Dgperry codes 10 50 $24,038 PY2023
- PNC Institutional Investments codes 19 28 51 $19,083 PY2023
- Faulkner, Hoffman & Phillips, LLC codes 29 50 $13,785 PY2023
- Hylant Group, Inc. codes 22 50 $12,933 PY2023
- Mah,tr&sh Valley Central Admin Agcy codes 50 64 $9,909 PY2023
- C•••• R••• • S••••• codes 11 PY2023
- And Co Inc. codes 27 51 $70,000 PY2022
- A••••••• R••••• A••••••• codes 19 28 52 $56,235 PY2022
- Benesys codes 13 50 $49,800 PY2022
- C•••• R••• • S••••• Actuarial codes 11 50 $24,850 PY2022
- PNC Institutional Investments codes 19 28 51 $17,333 PY2022
- Faulkner, Hoffman & Phillips, LLC codes 29 50 $12,344 PY2022
- Hylant Group, Inc. codes 22 50 $12,051 PY2022
- Mah,tr&sh Valley Central Admin Agcy codes 50 64 $11,777 PY2022
- Dgperry codes 10 50 $9,034 PY2022
- C•••• R••• • S••••• codes 11 PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceM•••••• W••••• A••••••• appears on B••••••••• L•••• N•• 8• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• W••••• A•••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAnd Co Inc. no longer appears on B••••••••• L•••• N•• 8• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• ••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346583348-001
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.