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
U••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F•••
Taft-Hartley planBroadview Heights, OH
Assets
$340M
Total assets, Sep 30, 2025 reported
Funded
74.7%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: U••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Corporate debt instruments (other) 13.3%
- U.S. Government securities 7.6%
- Insurance company general account 0.0%
- Registered investment companies 26.0%
- Common stock 50.4%
Consultants and advisers
2 firms
- B••• o• A•••••• Custodianthrough Sep 30, 2024 Form 5500
- S•••• Actuarythrough Sep 30, 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)
- M•••••• L••••••••• • S••••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
30 readings
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 Sep 30, 2025 | 15,714 | n/a | n/a | n/a | $340M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 15,904 | n/a | n/a | n/a | $325M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 15,988 | n/a | n/a | n/a | $273M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes $1.0M PY2024
- Ufcw Pension Admin Fund codes $401,861 PY2024
- The S•••• Company codes $87,454 PY2024
- Wainblat Law LLC codes $48,654 PY2024
- Cunningham & Associates codes $42,500 PY2024
- USI Insurance codes $29,375 PY2024
- B••• o• A•••••• codes $23,097 PY2024
- Fusco Gallagher Pocaro LLP codes $6,388 PY2024
- The S•••• Company codes 11 PY2024
- M•••••• L•••• codes 28 $1.0M PY2023
- Ufcw Pension Admin Fund codes 13 $359,475 PY2023
- The S•••• Company codes 11 $92,987 PY2023
- Cunningham & Associates codes 10 $50,000 PY2023
- USI Insurance codes 22 $48,863 PY2023
- Wainblat Law LLC codes 29 $41,657 PY2023
- B••• o• A•••••• codes 19 $29,962 PY2023
- Fusco Gallagher Pocaro LLP codes 29 $16,939 PY2023
- The S•••• Company codes 11 PY2023
- M•••••• L•••• codes 28 $957,986 PY2022
- Ufcw Pension Admin Fund codes 13 $366,092 PY2022
- The S•••• Company codes 11 $88,290 PY2022
- USI Insurance codes 22 $72,023 PY2022
- Cunningham & Associates codes 10 $51,400 PY2022
- Wainblat Law LLC codes 10 $46,312 PY2022
- B••• o• A•••••• codes 10 $26,334 PY2022
- Fusco Gallagher Pocaro LLP codes 29 $3,796 PY2022
- The S•••• Company codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship endedinferenceM•••••• L•••• no longer appears on U••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with M•••••• L••••••••• • S••••askebsa.dol.gov
- Oct 1, 2024Funded status changedU••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F••• funded ratio 71.9% -> 74.7% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedU••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F••• plan assets $273M -> $325M (+19.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedU••••• F••• • C••••••••• W•••••• U•••• • E••••••• P•••••• F••• total assets $273M -> $325M (+19.1%, 2023-09-30 to 2024-09-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346665155-001
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.