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

C••••• M••••• S••••••• C••••••••• P•••••• T••••

Taft-Hartley planArcadia, CA
Assets
$279M
Total assets, Dec 31, 2024 reported
Funded
88.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: B•••• o• T•••••••• C••••• M••••• S••••••• C•••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Other investments 6.5%
  • 103-12 investment entities 4.8%
  • Common/collective trusts 16.2%
  • Pooled separate accounts 4.8%
  • Registered investment companies 61.8%
  • Real estate (other than employer real property) 3.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• U•••• C••••••••• L••• i•collective trustA••••••••• B•••Private credit$13,797 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• A•••••• S• S•••• I••••collective trustB•• M•••••Public equity$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W••••••••• C•••••• J•••• M••••• T••103 12 ieW••••••••• C•••••• M••••••••• I•••Pooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••• A•••• M••••••••• L••• F•••collective trustA•••••••• P•••••• C••••••• L••Private credit$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••• U•••• C••••••••• L••• i•collective trustA••••••••• B•••Private credit$7,079 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• A•••••• S• S•••• I••••collective trustB•• M•••••Public equity$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023V••• S••••• L••• T•••• F•••collective trustV••• I••••••••• T•••• C••Private credit$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W••••••••• C•••••• J•••• M••••• T••103 12 ieW••••••••• C•••••• M••••••••• I•••Pooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••• U•••• C••••••••• L••• i•collective trustA••••••••• B•••Private credit$20,328 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• A•••••• S• S•••• I••••collective trustB•• M•••••Public equity$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022V••• S••••• L••• T•••• F•••collective trustV••• I••••••••• T•••• C••Private credit$12.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W••••••••• C•••••• J•••• M••••• T••103 12 ieW••••••••• C•••••• M••••••••• I•••Pooled vehicles$12.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$279M Dec 31, 2024 reported Form 5500
$259M (2023-12) · $236M (2022-12)
Plan assets
$259M Jan 1, 2024 reported Form 5500
$235M (2023-01) · $264M (2022-01)
Net assets
$279M Dec 31, 2024 reported Form 5500
$259M (2023-12) · $235M (2022-12)
Funded ratio
88.0% Jan 1, 2024 reported Form 5500
84.8% (2023-01) · 85.5% (2022-01)
Participants
6,213 Jan 1, 2024 reported Form 5500
5,441 (2023-01) · 5,388 (2022-01)
Contributions
$27.6M Dec 31, 2024 reported Form 5500
$26.2M (2023-12) · $25.3M (2022-12)
Benefits paid
$25.3M Dec 31, 2024 reported Form 5500
$26.5M (2023-12) · $24.7M (2022-12)
Net investment income
$20.1M Dec 31, 2024 reported Form 5500
$23.9M (2023-12) · $-28.9M (2022-12)
Investment management fees
$197,791 Dec 31, 2024 reported Form 5500
$251,748 (2023-12) · $367,232 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,213n/an/an/a$279Mn/an/a$9.6M
2023 to Dec 31, 20235,441n/an/an/a$259Mn/an/a$9.9M
2022 to Dec 31, 20225,388n/an/an/a$236Mn/an/a$10.6M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Holding started
    C••••• M••••• S••••••• C••••••••• P•••••• T•••• first reports an interest in P•••••• A•••• M••••••••• L••• F••• (A•••••••• P•••••• C••••••• L••): $13M at 2024-12-31
    with A•••••••• P•••••• C••••••• L••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    C••••• M••••• S••••••• C••••••••• P•••••• T•••• no longer reports V••• S••••• L••• T•••• F••• (V••• I••••••••• T•••• C••) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)
    with V••• I••••••••• T•••• C••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    H•••••• A•••••••• S•••••••, LLC no longer appears on C••••• M••••• S••••••• C••••••••• P•••••• T••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with H•••••• A•••••••• S•••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    U••••• I••••••••• A•••••••• I••• no longer appears on C••••• M••••• S••••••• C••••••••• P•••••• T••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with U••••• I••••••••• A•••••••• I•••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    A••••••• R••••• A••••••• no longer appears on C••••• M••••• S••••••• C••••••••• P•••••• T••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with A••••••• R••••• A•••••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    C••••• M••••• S••••••• C••••••••• P•••••• T•••• funded ratio 84.8% -> 88.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    C••••• M••••• S••••••• C••••••••• P•••••• T•••• plan assets $235M -> $259M (+10.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    C••••• M••••• S••••••• C••••••••• P•••••• T•••• plan assets $264M -> $235M (-10.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953379185-001
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.