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••• L•••• 5•• • N••• P•••••• P•••

Taft-Hartley planIndianapolis, IN
Assets
$138M
Total assets, Nov 30, 2025 reported
Funded
105.3%
Dec 1, 2024
Private markets target
n/a
policy Nov 30, 2025
Commitments
11
1 managers on Schedule C
Plan sponsor: T••••••• o• I••• L•••• 5•• • N••• P•••••• P•••
Allocation policy
Form 5500, as of Nov 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.1%
  • Non-interest-bearing cash 2.4%
  • Other investments 18.6%
  • Partnership/joint venture interests 12.2%
  • Common/collective trusts 35.8%
  • Pooled separate accounts 2.2%
  • Registered investment companies 24.0%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Nov 30, 2025S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2025L••••••• B•••• M••••• 3••• I•••• F•collective trustA••••••••• B•••Pooled vehicles$44.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2025W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024L••••••• B•••• M••••• 3••• I•••• F•collective trustA••••••••• B•••Pooled vehicles$46.0M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024W•••••• A•••• U• C••• P••• L••103 12 ieW•••••• A•••• U• C••• P••• L••Fixed income$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023L••••••• B•••• M••••• 3••• I•••• F•collective trustA••••••••• B•••Pooled vehicles$35.8M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023W•••••• A•••• U• C••• P••• L••103 12 ieW•••••• A•••• U• C••• P••• L••Fixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$138M Nov 30, 2025 reported Form 5500
$120M (2024-11) · $103M (2023-11)
Plan assets
$120M Dec 1, 2024 reported Form 5500
$103M (2023-12) · $99.3M (2022-12)
Net assets
$137M Nov 30, 2025 reported Form 5500
$120M (2024-11) · $103M (2023-11)
Funded ratio
105.3% Dec 1, 2024 reported Form 5500
104.1% (2023-12) · 102.7% (2022-12)
Participants
1,059 Dec 1, 2024 reported Form 5500
870 (2023-12) · 816 (2022-12)
Contributions
$8.0M Nov 30, 2025 reported Form 5500
$7.2M (2024-11) · $5.4M (2023-11)
Benefits paid
$6.3M Nov 30, 2025 reported Form 5500
$6.2M (2024-11) · $5.6M (2023-11)
Net investment income
$16.5M Nov 30, 2025 reported Form 5500
$17.0M (2024-11) · $3.9M (2023-11)
Investment management fees
$435,802 Nov 30, 2025 reported Form 5500
$434,329 (2024-11) · $418,049 (2023-11)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Nov 30, 20251,059n/an/an/a$138M$16.7Mn/an/a
2023 to Nov 30, 2024870n/an/an/a$120M$13.9Mn/an/a
2022 to Nov 30, 2023816n/an/an/a$103M$12.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Nov 30, 2025Holding endedinference
    I••• L•••• 5•• • N••• P•••••• P••• no longer reports W•••••• A•••• U• C••• P••• L•• (W•••••• A•••• U• C••• P••• L••) (last held $8M at 2024-11-30; absent from the 2025-11-30 filing)
    with W•••••• A•••• U• C••• P••• L••askebsa.dol.gov
  • Nov 30, 2025Assets changed
    I••• L•••• 5•• • N••• P•••••• P••• total assets $120M -> $138M (+14.4%, 2024-11-30 to 2025-11-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    A•••••• H•••••• I••••••••• T•••• appears on I••• L•••• 5•• • N••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with A•••••• H•••••• I••••••••• T••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    W•••••• Asset Management Co. no longer appears on I••• L•••• 5•• • N••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with W•••••• A•••• U• C••• P••• L••askebsa.dol.gov
  • Dec 1, 2024Assets changed
    I••• L•••• 5•• • N••• P•••••• P••• plan assets $103M -> $120M (+16.4%, 2023-12-01 to 2024-12-01)
    askebsa.dol.gov
  • Nov 30, 2024Assets changed
    I••• L•••• 5•• • N••• P•••••• P••• total assets $103M -> $120M (+16.4%, 2023-11-30 to 2024-11-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    A••••••••• B••• of Chicago appears on I••• L•••• 5•• • N••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with A••••••••• B•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356068417-001
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.