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
T••••• M•••••••• P•••••• P•••
Taft-Hartley planPortland, OR
Assets
$6,895
Total assets, Dec 31, 2024 reported
Funded
113.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L••••• a•• S•••••• W•••••• U•••• L•••• 2•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
1 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- H••••••• C•••••• M••••••••• I••plan years 2022
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
$86,253 (2023-12) · $89,729 (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 | 461 | n/a | n/a | n/a | $6,895 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 463 | n/a | n/a | n/a | $15.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 464 | n/a | n/a | n/a | $14.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Millman, Inc. codes 11 17 50 $189,140 PY2024
- Barlow, Coughran, Morales & Josephs codes 29 50 $76,571 PY2024
- William C. Earhart Co., Inc. codes 13 50 $73,571 PY2024
- H••••••• C•••••• M••••••••• I•• codes 28 51 $56,152 PY2024
- Withumsmith+brown, PC codes 10 50 $25,499 PY2024
- Iron Mountain codes 49 50 $8,656 PY2024
- US Bank, Na codes 49 50 $6,689 PY2024
- M•••••••• I••• codes 11 PY2024
- H••••••• C•••••• M••••••••• I•• codes 28 51 $86,253 PY2023
- Millman, Inc. codes 11 17 50 $57,140 PY2023
- William C. Earhart Co., Inc. codes 13 50 $37,703 PY2023
- Withumsmith+brown, PC codes 10 50 $11,327 PY2023
- Barlow, Coughran, Morales & Josephs codes 29 50 $7,090 PY2023
- Iron Mountain codes 49 50 $6,700 PY2023
- US Bank, Na codes 49 50 $6,058 PY2023
- M•••••••• I••• codes 11 PY2023
- H••••••• C•••••• M••••••••• I•• codes 28 51 $89,729 PY2022
- Millman, Inc. codes 11 17 50 $45,679 PY2022
- William C. Earhart Co., Inc. codes 13 50 $23,929 PY2022
- Withumsmith+brown, PC codes 10 50 $9,000 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Assets changedT••••• M•••••••• P•••••• P••• total assets $15M -> $6,895 (-100.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedT••••• M•••••••• P•••••• P••• funded ratio 111.4% -> 114.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT••••• M•••••••• P•••••• P••• plan assets $16M -> $14M (-11.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916145422-001
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.