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

P••••••• L•••• U•••• N•• 1• P•••••• P•••

Taft-Hartley planGoodlettsville, TN
Assets
$45.0M
Total assets, Mar 31, 2025 reported
Funded
98.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
9
none on the tape
Plan sponsor: J•••• B•••• o• T••••••• • P••••••• L•••• U•••• N•• 1• P•••••• P•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.5%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (preferred) 9.1%
  • U.S. Government securities 10.9%
  • I•••••••• company general account 1.4%
  • Other investments 0.4%
  • Partnership/joint venture interests 16.6%
  • Common/collective trusts 37.9%
  • Registered investment companies 2.1%
  • Common stock 19.6%
Consultants and advisers
11 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025L••••••• L••••••• 1••• G••••• I••••collective trustA••••••••• B•••Pooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024L••••••• L••••••• 1••• G••••• I••••collective trustA••••••••• B•••Pooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023L••••••• L••••••• 1••• G••••• I••••collective trustA••••••••• B•••Pooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$45.0M Mar 31, 2025 reported Form 5500
$44.2M (2024-03) · $39.3M (2023-03)
Plan assets
$44.2M Apr 1, 2024 reported Form 5500
$39.3M (2023-04) · $42.5M (2022-04)
Net assets
$45.0M Mar 31, 2025 reported Form 5500
$44.2M (2024-03) · $39.3M (2023-03)
Funded ratio
98.1% Apr 1, 2024 reported Form 5500
94.0% (2023-04) · 90.7% (2022-04)
Participants
601 Apr 1, 2024 reported Form 5500
538 (2023-04) · 501 (2022-04)
Contributions
$1.9M Mar 31, 2025 reported Form 5500
$2.2M (2024-03) · $1.6M (2023-03)
Benefits paid
$2.6M Mar 31, 2025 reported Form 5500
$2.6M (2024-03) · $2.5M (2023-03)
Net investment income
$816,007 Mar 31, 2025 reported Form 5500
$4.9M (2024-03) · $-3.2M (2023-03)
Investment management fees
$191,982 Mar 31, 2025 reported Form 5500
$181,016 (2024-03) · $185,146 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025601n/an/an/a$45.0M$7.5Mn/an/a
2023 to Mar 31, 2024538n/an/an/a$44.2M$7.6Mn/an/a
2022 to Mar 31, 2023501n/an/an/a$39.3M$7.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Apr 1, 2024Funded status changed
    P••••••• L•••• U•••• N•• 1• P•••••• P••• funded ratio 94.0% -> 98.1% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Apr 1, 2024Assets changed
    P••••••• L•••• U•••• N•• 1• P•••••• P••• plan assets $39M -> $44M (+12.5%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    P••••••• L•••• U•••• N•• 1• P•••••• P••• total assets $39M -> $44M (+12.5%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Apr 1, 2023Funded status changed
    P••••••• L•••• U•••• N•• 1• P•••••• P••• funded ratio 90.7% -> 94.0% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 626104660-001
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.