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
L••••••• L•••• 7•• P•••••• P•••
Taft-Hartley planChestnut Ridge, NY
Assets
$83.2M
Total assets, Jun 30, 2025 reported
Funded
101.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
1
1 managers on Schedule C
Plan sponsor: T••••••• o• L••••••• L•••• 7•• P•••••• P•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.6%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 5.2%
- Other investments 31.5%
- Partnership/joint venture interests 8.6%
- Registered investment companies 10.5%
- Common stock 32.8%
Consultants and advisers
4 firms
- I••••••••• P••••••••• S••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- M•• B••• Custodianthrough Jun 30, 2023 Form 5500
- O••••••••• • A••••••••• Actuarythrough Jun 30, 2023 Form 5500
- O••••••••• A••••••••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
- N••••••• T•••• C••plan years 2025
- W•••• C••••••plan years 2023
- S••••• B••••• • H••••• L••plan years 2023
- A••••••••• B•••plan years 2023
- A••••••• R••••• A•••••••plan years 2023
- R•• G••••• A•••• M••••••••• I•••plan years 2023
- H••••••• L•••plan years 2023
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2023 | A•••• C•••••• A••••••••• S••••• C•collective trust | SEI Trust Company | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$329,829 (2024-06) · $388,109 (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 | 576 | n/a | n/a | n/a | $83.2M | $7.2M | n/a | n/a |
| 2023 to Jun 30, 2024 | 554 | n/a | n/a | n/a | $75.8M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 566 | n/a | n/a | n/a | $69.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• R••••• A••••••• codes 28 51 $84,505 PY2024
- RBC Global Asset Management, Inc. codes 28 51 $74,886 PY2024
- I••••••••• P••••••••• S••••••• Inc codes 27 51 $54,750 PY2024
- W•••• C•••••• Management LLP codes 28 51 68 $49,192 PY2024
- S••••• B••••• & Hammill codes 28 51 $46,395 PY2024
- O••••••••• A••••••••• codes 11 50 $43,133 PY2024
- Bridgeway Benefit Technologies codes 15 50 $43,025 PY2024
- M•• B••• Institutional Services codes 19 50 $41,396 PY2024
- Vincenza Quinlan codes 30 50 $32,934 PY2024
- Holm & O'Hara codes 29 50 $29,682 PY2024
- Mspc codes 10 50 $26,319 PY2024
- A••••••••• B••• of Chicago codes 28 51 $23,521 PY2024
- N••••••• Trust Corp. codes 28 51 68 $5,488 PY2024
- O••••••••• A••••••••• codes 11 PY2024
- A••••••• R••••• A••••••• codes 28 51 $90,536 PY2023
- RBC Global Asset Management, Inc. codes 28 51 $67,288 PY2023
- I••••••••• P••••••••• S••••••• Inc codes 27 51 $55,540 PY2023
- W•••• C•••••• Management LLP codes 28 51 68 $48,250 PY2023
- M•• B••• Institutional Services codes 19 50 $41,667 PY2023
- Bridgeway Benefit Technologies codes 15 50 $37,892 PY2023
- O••••••••• A••••••••• codes 11 50 $36,450 PY2023
- S••••• B••••• & Hammill codes 28 51 $35,449 PY2023
- Vincenza Quinlan codes 30 50 $33,296 PY2023
- A••••••••• B••• of Chicago codes 28 51 $32,208 PY2023
- Mspc codes 10 50 $31,685 PY2023
- Holm & O'Hara codes 29 50 $27,236 PY2023
- Hess Technology Consulting codes 15 50 $8,904 PY2023
- A•••• C•••••• A••••••••• S••••• C• Sched. D C PY2023
- O••••••••• A••••••••• codes 11 PY2023
- A••••••• R••••• A••••••• codes 28 51 $109,345 PY2022
- RBC Global Asset Management, Inc. codes 28 51 $57,587 PY2022
- I••••••••• P••••••••• S••••••• Inc codes 27 51 $54,750 PY2022
- M•• B••• Institutional Services codes 19 50 $52,427 PY2022
- Holm & O'Hara codes 29 50 $41,075 PY2022
- W•••• C•••••• Management LLP codes 28 51 68 $40,793 PY2022
- S••••• B••••• & Hammill codes 28 51 $36,840 PY2022
- O••••••••• A••••••••• codes 11 50 $34,800 PY2022
- Mspc codes 10 50 $32,824 PY2022
- Vincenza Quinlan codes 30 50 $29,960 PY2022
- A••••••••• B••• of Chicago codes 28 51 $29,810 PY2022
- Bridgeway Benefit Technologies codes 15 50 $14,772 PY2022
- H••••••• L••• Advisors, LLC codes 28 51 $6,557 PY2022
- Saeguard Business Bradley Marketing codes 15 50 $5,760 PY2022
- A•••• C•••••• A••••••••• S••••• C• Sched. D C $8.6M PY2022
- O••••••••• A••••••••• codes 11 PY2022
What changed
2 events
- Dec 31, 2024Manager relationship startedN••••••• Trust Corp. appears on L••••••• L•••• 7•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N••••••• T•••• C••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceH••••••• L••• Advisors, LLC no longer appears on L••••••• L•••• 7•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with H••••••• L•••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131895922-002
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.