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
S•••• M•••• 7• Z••• 3• P•••••• F•••
Taft-Hartley planTroy, MI
Assets
$65.6M
Total assets, Apr 30, 2025 reported
Funded
84.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
3
4 managers on Schedule C
Plan sponsor: S•••• M•••• 7• Z••• 3• P•••••• F•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 2.4%
- Corporate debt instruments (other) 11.6%
- U.S. Government securities 13.4%
- Partnership/joint venture interests 9.2%
- Common/collective trusts 6.1%
- Registered investment companies 23.3%
- Common stock 31.3%
Consultants and advisers
3 firms
- M••••• S•••••• S•••• B•••••• L•• Custodianthrough Apr 30, 2023 Form 5500
- C•••• R••• • S••••• Actuarythrough Apr 30, 2023 Form 5500
- B•• H••••• Custodianthrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- A•• A••••••••• R••• E•••••3 rows, latest Apr 30, 2025
From Schedule C (investment management, code 28)
- A•••••plan years 2025
- T•• B••••• C••••••plan years 2025
- S•••plan years 2025
- S•••• S••plan years 2025
- W••••• W••••• • C• C•••••••plan years 2024
- S•••plan years 2023
- D•••••••plan years 2023
- W••••••plan years 2023
- T••plan years 2023
- A••••••••plan years 2023
- C•••• C••••plan years 2023
- G•••• L•••• S••plan years 2023
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | I•••••••• E••••• I•••• F•••collective trust | A•• A••••••••• R••• E••••• | Public equity | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | I•••••••• E••••• I•••• F•••collective trust | A•• A••••••••• R••• E••••• | Public equity | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | I•••••••• E••••• I•••• F•••collective trust | A•• A••••••••• R••• E••••• | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$256,492 (2024-04) · $272,964 (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 | 607 | n/a | n/a | n/a | $65.6M | $6.0M | n/a | n/a |
| 2023 to Apr 30, 2024 | 611 | n/a | n/a | n/a | $62.4M | $6.5M | n/a | n/a |
| 2022 to Apr 30, 2023 | 610 | n/a | n/a | n/a | $60.1M | $6.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $116,130 PY2024
- Benesys Inc. codes 12 13 15 36 38 49 50 $59,761 PY2024
- C•••• C•••• codes 28 50 $41,840 PY2024
- A••••• codes 28 50 $28,396 PY2024
- S•••• S•• codes 28 50 $24,088 PY2024
- Ledbetter Parisi LLC codes 22 50 $21,396 PY2024
- W••••• W••••• • C• C••••••• codes 28 50 $15,330 PY2024
- Tcw codes 28 51 $14,379 PY2024
- A•••••••• codes 28 50 $14,005 PY2024
- B••••• codes 28 50 $14,005 PY2024
- C•••• R••• • S••••• codes 11 50 $13,283 PY2024
- S••• codes 28 50 $6,305 PY2024
- S••• codes 28 50 $5,616 PY2024
- EB R••• E••••• Fund Sched. D C $4.0M PY2024
- C•••• R••• • S••••• codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $118,937 PY2023
- Benesys Inc. codes 12 13 15 36 38 49 50 $56,859 PY2023
- C•••• C•••• codes 28 50 $54,480 PY2023
- C•••• R••• • S••••• codes 11 50 $48,842 PY2023
- G•••• L•••• S•• codes 28 51 $30,794 PY2023
- B•• H••••• codes 19 50 $19,315 PY2023
- Ledbetter Parisi LLC codes 22 50 $17,260 PY2023
- D••••••• codes 28 51 $14,324 PY2023
- W••••• W••••• • C• C••••••• codes 28 50 $13,750 PY2023
- A•••••••• codes 28 51 $12,770 PY2023
- W•••••• codes 28 51 $11,942 PY2023
- S••• codes 28 51 $8,070 PY2023
- EB R••• E••••• Fund Sched. D C $4.5M PY2023
- C•••• R••• • S••••• codes 11 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $116,247 PY2022
- C•••• C•••• codes 28 50 $65,378 PY2022
- Bensys Inc codes 12 13 15 36 38 49 50 $56,277 PY2022
- C•••• R••• • S••••• codes 11 50 $43,900 PY2022
- B•• H••••• codes 19 50 $28,533 PY2022
- Ledbetter Parisi LLC codes 22 50 $19,309 PY2022
- G•••• L•••• S•• codes 28 51 $16,406 PY2022
- W••••• W••••• & Co CPAS codes 10 50 $14,583 PY2022
- S••• codes 28 51 $11,915 PY2022
- D••••••• codes 28 51 $11,915 PY2022
- W•••••• codes 28 51 $10,945 PY2022
- A•••••••• codes 28 51 $10,942 PY2022
- Tcw codes 28 51 $10,056 PY2022
- EB R••• E••••• Fund Sched. D C $6.0M PY2022
- C•••• R••• • S••••• codes 11 PY2022
What changed
10 events
- Dec 31, 2024Manager relationship startedB••••• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• B••••• C••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedS•••• S•• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••• S••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceG•••• L•••• S•• no longer appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with G•••• L•••• S••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedS••• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceW•••••• no longer appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with W••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceD••••••• no longer appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedTcw appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedA••••• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceTcw no longer appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedW••••• W••••• • C• C••••••• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• W••••• • C• C•••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386237161-001
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.