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
O••••• P••••••• I••••••• P•••••• T••••
Taft-Hartley planPortland, OR
Assets
$6.4M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T•••••••• O••••• P••••••• I••••••••• P•••••• T••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.7%
- Registered investment companies 94.1%
Consultants and advisers
3 firms
- R• K•••• • A••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 2023 Form 5500
- U• B••• Custodianthrough Jun 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
21 readings
Net investment income
$-812,036 (2024-06) · $-820,696 (2023-06)
Investment management fees
$52,566 (2024-06) · $62,600 (2023-06)
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 Jun 30, 2025 | 386 | n/a | n/a | n/a | $6.4M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 409 | n/a | n/a | n/a | $7.3M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 425 | n/a | n/a | n/a | $8.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys Inc codes 13 50 $51,441 PY2024
- Jules van Sant codes 20 50 $45,000 PY2024
- R• K•••• • A••••••••• codes 27 50 $38,889 PY2024
- Vigilant Services Inc codes 20 50 $30,000 PY2024
- M••••••• codes 11 50 $16,146 PY2024
- Trucker Huss, Apc codes 29 50 $14,200 PY2024
- Cliftonlarsonallen LLP codes 10 50 $10,695 PY2024
- U• B••• codes 19 50 $9,690 PY2024
- R• K•••• • A••••••••• codes 27 50 $52,566 PY2023
- Benesys Inc codes 13 50 $49,348 PY2023
- Jules van Sant codes 20 50 $45,000 PY2023
- Vigilant Services Inc codes 20 50 $30,000 PY2023
- Trucker Huss, Apc codes 29 50 $18,916 PY2023
- M••••••• codes 11 50 $15,303 PY2023
- Cliftonlarsonallen LLP codes 10 50 $9,600 PY2023
- U• B••• codes 19 50 $9,584 PY2023
- R• K•••• • A••••••••• codes 27 50 $52,566 PY2022
- Benesys Inc codes 13 50 $46,875 PY2022
- Jules van Sant codes 20 50 $45,000 PY2022
- Vigilant Services Inc codes 20 50 $30,000 PY2022
- M••••••• codes 11 50 $20,375 PY2022
- Miller Nash LLP codes 29 50 $14,258 PY2022
- U• B••• codes 19 50 $10,034 PY2022
- Cliftonlarsonallen LLP codes 10 50 $9,810 PY2022
What changed
1 events
- Jun 30, 2025Assets changedO••••• P••••••• I••••••• P•••••• T•••• total assets $7M -> $6M (-11.7%, 2024-06-30 to 2025-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 367764462-001
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.