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•••••••• A••••••• W•••••• P•••••• P•••
Taft-Hartley planOklahoma City, OK
Assets
$28.3M
Total assets, Dec 31, 2024 reported
Funded
114.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••••••• A••••••• W•••••• L•••• 9•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (preferred) 11.8%
- U.S. Government securities 13.1%
- Other investments 0.3%
- Registered investment companies 8.6%
- Common stock 63.3%
Consultants and advisers
3 firms
- D••••••• Actuarythrough Dec 31, 2023 Form 5500
- R••••••••• L•• Actuarythrough Dec 31, 2022 Form 5500
- M•••••• L••••••••• • S•••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• U•••• L•••• L••• I•••••••• C•••plan years 2023
- C•••• A•••• M•••••••••plan years 2022
- U•••• L•••• L••• I•••••••• C••••••plan years 2022
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
$173,525 (2023-12) · $172,869 (2022-12)
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 Dec 31, 2024 | 186 | n/a | n/a | n/a | $28.3M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 179 | n/a | n/a | n/a | $25.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 181 | n/a | n/a | n/a | $22.9M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••, L••••, Pierce, Fenner & Sm codes 18 51 52 56 60 71 $192,022 PY2024
- Benefit Resources, Inc. codes 14 15 38 $45,373 PY2024
- Edwards & Leathers, P.C. codes 10 $21,208 PY2024
- D••••••• LLC codes 11 $16,705 PY2024
- T•• U•••• L•••• L••• I•••••••• C••• codes 28 51 $12,640 PY2024
- D•••••••, LLC codes 11 PY2024
- M••••••, L••••, Pierce, Fenner & Sm codes 18 51 52 56 60 71 $167,597 PY2023
- Benefit Resources, Inc. codes 14 15 38 $46,847 PY2023
- R••••••••• L•• codes 11 $15,550 PY2023
- Edwards & Leathers, P.C. codes 10 $10,000 PY2023
- T•• U•••• L•••• L••• I•••••••• C••• codes 28 51 $7,927 PY2023
- D•••••••, LLC codes 11 PY2023
- M••••••, L••••, Pierce, Fenner & Sm codes 18 51 52 56 60 71 $165,620 PY2022
- Benefit Resources, Inc. codes 14 15 38 $39,000 PY2022
- R••••••••• L•• codes 11 $16,235 PY2022
- Edwards & Leathers, P.C. codes 10 $15,000 PY2022
- C•••• A•••• M••••••••• codes 28 51 $12,092 PY2022
- T•• U•••• L•••• L••• I•••••••• C••• codes 28 51 $5,979 PY2022
- R••••••••• L•• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedS•••••••• A••••••• W•••••• P•••••• P••• funded ratio 105.3% -> 114.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedS•••••••• A••••••• W•••••• P•••••• P••• plan assets $23M -> $26M (+12.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceC•••• A•••• M••••••••• no longer appears on S•••••••• A••••••• W•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Assets changedS•••••••• A••••••• W•••••• P•••••• P••• total assets $23M -> $26M (+12.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS•••••••• A••••••• W•••••• P•••••• P••• funded ratio 125.1% -> 105.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••••••• A••••••• W•••••• P•••••• P••• plan assets $27M -> $23M (-14.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 736158924-001
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.