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
U•••• d• T••••••••• d• P••••• R••• L•••• 9•• • P•••••• P•••
Taft-Hartley planSAN Juan
Assets
$1.2M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• U•••• d• T••••••••• d• P••••• R••• L•••• 9••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 63.9%
- Other investments 4.5%
- Partnership/joint venture interests 1.7%
- Real estate (other than employer real property) 27.8%
Consultants and advisers
1 firms
- S•••• Actuarythrough 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
24 readings
Net investment income
$-105,398 (2023-12) · $-38,575 (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 | 3,397 | n/a | n/a | n/a | $1.2M | $20,304 | n/a | $326,000 |
| 2023 to Dec 31, 2023 | 3,563 | n/a | n/a | n/a | $1.4M | $36,757 | n/a | $326,000 |
| 2022 to Dec 31, 2022 | 3,563 | n/a | n/a | n/a | $1.4M | $43,611 | n/a | $326,000 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The S•••• Company codes 11 $367,969 PY2024
- Luis Candelario Rosario codes 13 $45,875 PY2024
- Johanny Mejias Navarro codes 30 $35,374 PY2024
- Militza Santiago codes 13 $20,868 PY2024
- Miriangelie Claudio codes 13 $13,138 PY2024
- Aquino de Cordova, LLC codes 10 $9,350 PY2024
- Enrique Melendez codes 49 $7,650 PY2024
- S•••• codes 11 PY2024
- The S•••• Company codes 11 $225,908 PY2023
- Luis Candelario Rosario codes 13 $55,125 PY2023
- Johanny Mejias Navarro codes 30 $35,374 PY2023
- Aquino de Cordova, LLC codes 10 $28,200 PY2023
- Militza Santiago Molina codes 13 $20,868 PY2023
- Miriangelie Claudio codes 13 $13,138 PY2023
- Enrique Melendez codes 49 $7,950 PY2023
- S•••• codes 11 PY2023
- The S•••• Company codes 11 $119,726 PY2022
- Luis Candelario Rosario codes 13 $27,932 PY2022
- Johanny Mejias Navarro codes 30 $27,899 PY2022
- Aquino, de Cordova, Alfaro & Co. codes 10 $25,120 PY2022
- Militza Santiago Molina codes 13 $15,570 PY2022
- Enrique Melendez codes 49 $7,650 PY2022
- Miriangelie Claudio codes 13 $7,575 PY2022
- S•••• codes 11 PY2022
What changed
1 events
- Dec 31, 2024Assets changedU•••• d• T••••••••• d• P••••• R••• L•••• 9•• • P•••••• P••• total assets $1M -> $1M (-14.2%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 660344357-001
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.