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
I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F•••
Taft-Hartley planPittsburg, PA
Assets
$26.1M
Total assets, Jun 30, 2025 reported
Funded
114.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 1.6%
- U.S. Government securities 17.8%
- Registered investment companies 17.8%
- Common stock 59.4%
Consultants and advisers
2 firms
- O••••••••• A••••••••• Actuarythrough Jun 30, 2023 Form 5500
- M•••••• L••••••••• • S•••• Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- S•• I•••••••••plan years 2024
- P••••plan years 2024
- N•••••••• B•••••plan years 2023
- N•• I••••••••• M•••••••••plan years 2023
- C•••• • S••••• C•••••• M•••••••••plan years 2023
- W•••••• A•••• M•••• C••• P•••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
Investment management fees
$123,640 (2024-06) · $103,543 (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 | 224 | n/a | n/a | n/a | $26.1M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 224 | n/a | n/a | n/a | $23.6M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 214 | n/a | n/a | n/a | $20.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L••••, Pierce, Fenner and S codes 18 51 52 60 71 $84,843 PY2024
- P•••• codes 28 $28,450 PY2024
- O••••••••• A•••••••••, Inc. codes 11 $20,240 PY2024
- Winslow Large Cap Growth codes 28 $16,635 PY2024
- Teal, Becker & Chiaramonte CPAS PC codes 10 $14,750 PY2024
- Robeco Boston Partners codes 28 $14,379 PY2024
- Barnes, Iaccarino, & Shepherd codes 29 $7,500 PY2024
- S•• I••••••••• codes 28 $6,188 PY2024
- O••••••••• A••••••••• codes 11 PY2024
- M•••••• L••••, Pierce, Fenner and S codes 18 51 52 60 71 $71,429 PY2023
- P•••• codes 28 $22,260 PY2023
- O••••••••• A•••••••••, Inc. codes 11 $19,040 PY2023
- Teal, Becker & Chiaramonte CPAS PC codes 10 $13,400 PY2023
- Robeco Boston Partners codes 28 $13,226 PY2023
- Winslow Large Cap Growth codes 28 $11,740 PY2023
- Barnes, Iaccarino, & Shepherd codes 29 $8,125 PY2023
- S•• I••••••••• codes 28 $5,345 PY2023
- O••••••••• A••••••••• codes 11 PY2023
- M•••••• L••••, Pierce, Fenner and S codes 18 51 52 60 71 $50,146 PY2022
- W•••••• A•••• M•••• C••• P••• codes 28 $22,880 PY2022
- O••••••••• A•••••••••, Inc. codes 11 $18,640 PY2022
- Robeco Boston Partners codes 28 $13,750 PY2022
- Teal, Becker & Chiaramonte CPAS PC codes 10 $13,400 PY2022
- Winslow Large Cap Growth codes 28 $10,369 PY2022
- Barnes, Iaccarino, & Shepherd codes 29 $7,500 PY2022
- C•••• S••••• codes 28 $5,144 PY2022
- O••••••••• A••••••••• codes 11 PY2022
What changed
8 events
- Jun 30, 2025Assets changedI••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F••• total assets $24M -> $26M (+10.6%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedI••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F••• funded ratio 107.2% -> 114.6% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedI••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F••• plan assets $21M -> $24M (+14.2%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedI••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F••• total assets $21M -> $24M (+14.2%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Manager relationship startedP•••• appears on I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceW•••••• A•••• M•••• C••• P••• no longer appears on I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W•••••• A•••• M•••• C••• P•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceC•••• S••••• no longer appears on I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•••• • S••••• C•••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedS•• I••••••••• appears on I••••••••• A••••••••• o• H••• a•• F•••• I••••••••• a•• A••••• W•••••• L•••• N•• 4• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•• I•••••••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 146033598-001
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.