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
G•••••• C••••••••• U•••• L•••• 2•• R••••••••• B•••••• P•••
Taft-Hartley planWarren, MI
Assets
$32.3M
Total assets, Dec 31, 2024 reported
Funded
2.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: G•••••• C••••••••• U•••• L•••• 2•• R••••••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Corporate debt instruments (other) 58.3%
- Corporate debt instruments (preferred) 15.4%
- U.S. Government securities 7.6%
- Other investments 0.6%
- Other loans 4.3%
- Registered investment companies 3.7%
- Common stock 6.5%
- Real estate (other than employer real property) 0.4%
Consultants and advisers
3 firms
- H•• A•••• M••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W•••••• R••• Actuarythrough Dec 31, 2022 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$40,269 (2023-12) · $51,774 (2022-12)
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 Dec 31, 2024 | 475 | n/a | n/a | n/a | $32.3M | $0 | $0 | $115,706 |
| 2023 to Dec 31, 2023 | 494 | n/a | n/a | n/a | $34.0M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 514 | n/a | n/a | n/a | $34.2M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- W•••••• R••• codes 11 50 $41,295 PY2024
- Hudson Edge Investment Partners,inc codes 27 28 50 $39,561 PY2024
- C••••••• B••• codes 19 21 49 59 62 72 99 $34,902 PY2024
- Pppwu of North America codes 13 50 $31,188 PY2024
- Shindelrock codes 10 50 $26,928 PY2024
- JAY W. Tower, Esq. codes 29 50 $25,905 PY2024
- W•••••• R••• codes 11 PY2024
- W•••••• R••• codes 11 50 $50,583 PY2023
- JAY W. Tower, Esq. codes 29 50 $40,920 PY2023
- Hudson Edge Investment Partners,inc codes 27 28 50 $40,269 PY2023
- Shindelrock codes 10 50 $33,856 PY2023
- Pppwu of North America codes 13 50 $30,840 PY2023
- C••••••• B••• codes 19 21 49 59 62 72 99 $29,881 PY2023
- W•••••• R••• codes 11 PY2023
- W•••••• R••• codes 11 50 $71,978 PY2022
- JAY W. Tower, Esq. codes 29 50 $48,942 PY2022
- Shindelrock codes 10 50 $37,267 PY2022
- GCU District Council 3 codes 13 50 $31,357 PY2022
- C••••••• B••• codes 19 21 49 59 62 72 99 $30,651 PY2022
- H•• A•••• M••••••••• codes 27 28 50 $21,124 PY2022
- W•••••• R••• codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedG•••••• C••••••••• U•••• L•••• 2•• R••••••••• B•••••• P••• plan assets $158,998 -> $494,192 (+210.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386047082-001
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.