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•• 1• P•••••• P•••
Taft-Hartley planEarth City, MO
Assets
$164M
Total assets, Sep 30, 2025 reported
Funded
98.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 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 Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.2%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 9.3%
- Registered investment companies 61.3%
- Common stock 17.6%
Consultants and advisers
2 firms
- I••••••••• C••••••••• S•••••••• L•• Investment adviser (plan)through Sep 30, 2024 Form 5500
- E••• B••••••• Actuarythrough Sep 30, 2023 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)
- S••••••••• A•••• M••••••••• G••••plan years 2023
- A••••••••• B•••plan years 2023
- C••••••• B•••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
$230,839 (2024-09) · $215,859 (2023-09)
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 | 770 | n/a | n/a | n/a | $164M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 752 | n/a | n/a | n/a | $157M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 715 | n/a | n/a | n/a | $133M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 13 15 $138,796 PY2024
- A••••••••• B••• of Chicago codes 28 65 $92,880 PY2024
- C••••••• B••• codes 28 $59,225 PY2024
- I••••••••• C••••••••• S•••••••• L•• codes 27 $53,000 PY2024
- S••••••••• A•••• M••••••••• G•••• codes 28 $40,719 PY2024
- E••• B••••••• codes 11 $34,940 PY2024
- Hammond & Shinners codes 29 $21,526 PY2024
- Grabel Schnieders Hollman & Co PC codes 10 $10,377 PY2024
- E••• B••••••• codes 11 PY2024
- Zenith American Solutions codes 13 15 $131,894 PY2023
- C••••••• B••• codes 28 $66,431 PY2023
- I••••••••• C••••••••• S•••••••• L•• codes 27 $53,000 PY2023
- S••••••••• A•••• M••••••••• G•••• codes 28 $37,614 PY2023
- E••• B••••••• codes 11 $35,770 PY2023
- Hammond & Shinners codes 29 $23,495 PY2023
- A••••••••• B••• of Chicago codes 28 65 $22,500 PY2023
- Grabel Schnieders Hollman & Co PC codes 10 $12,723 PY2023
- E••• B••••••• codes 11 PY2023
- Zenith American Solutions codes 13 15 $124,721 PY2022
- C••••••• B••• codes 28 $42,901 PY2022
- S••••••••• A•••• M••••••••• G•••• codes 28 $32,994 PY2022
- E••• B••••••• codes 11 $32,940 PY2022
- Hammond & Shinners codes 29 $23,947 PY2022
- A••••••••• B••• of Chicago codes 28 65 $22,500 PY2022
- Grabel Schnieders Hollman & Co PC codes 10 $8,810 PY2022
- E••• B••••••• codes 11 PY2022
What changed
5 events
- Oct 1, 2024Funded status changedI••••••••• A••••••••• o• H••• a•• F•••• I••••• a•• A••••• W•••••• L•••• N•• 1• P•••••• P••• funded ratio 92.1% -> 98.4% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedI••••••••• A••••••••• o• H••• a•• F•••• I••••• a•• A••••• W•••••• L•••• N•• 1• P•••••• P••• plan assets $110M -> $128M (+16.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedI••••••••• A••••••••• o• H••• a•• F•••• I••••• a•• A••••• W•••••• L•••• N•• 1• P•••••• P••• total assets $133M -> $157M (+18.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceI••••••••• C••••••••• S•••••••• L•• appears on I••••••••• A••••••••• o• H••• a•• F•••• I••••• a•• A••••• W•••••• L•••• N•• 1• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with I••••••••• C••••••••• S•••••••• L••askebsa.dol.gov
- Oct 1, 2023Funded status changedI••••••••• A••••••••• o• H••• a•• F•••• I••••• a•• A••••• W•••••• L•••• N•• 1• P•••••• P••• funded ratio 95.6% -> 92.1% (2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436027860-001
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.