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
H•••••• A••• T•••••••• P•••••• F•••
Taft-Hartley planH••••••, TX
Assets
$13.6M
Total assets, Mar 31, 2025 reported
Funded
119.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• H•••••• A••• T•••••••• P•••••• F•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 1.4%
- Registered investment companies 97.5%
Consultants and advisers
1 firms
- H•••••• A•••••••• S••••••• Actuarythrough Mar 31, 2023 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
$34,619 (2024-03) · $33,506 (2023-03)
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 Mar 31, 2025 | 266 | n/a | n/a | n/a | $13.6M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 262 | n/a | n/a | n/a | $13.3M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 284 | n/a | n/a | n/a | $12.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Resources codes 13 $83,581 PY2024
- H•••••• A•••••••• S••••••• codes 11 $60,625 PY2024
- RBC Capital Markets codes 20 $38,086 PY2024
- Harper Pearson codes 10 $23,000 PY2024
- Conner & Winters codes 29 $10,383 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- Benefit Resources codes 13 $83,581 PY2023
- H•••••• A•••••••• S••••••• codes 11 $75,127 PY2023
- Harper Pearson codes 10 $37,000 PY2023
- RBC Capital Markets codes 20 $34,619 PY2023
- Conner & Winters codes 29 $8,433 PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2023
- Benefit Resources codes 13 $83,581 PY2022
- RBC Capital Markets codes 20 $83,581 PY2022
- H•••••• A•••••••• S••••••• codes 11 $67,365 PY2022
- Harper Pearson codes 10 $34,500 PY2022
- Conner & Winters codes 29 $13,456 PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2022
What changed
3 events
- Apr 1, 2024Assets changedH•••••• A••• T•••••••• P•••••• F••• plan assets $12M -> $13M (+10.6%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedH•••••• A••• T•••••••• P•••••• F••• total assets $12M -> $13M (+10.6%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Assets changedH•••••• A••• T•••••••• P•••••• F••• plan assets $13M -> $12M (-10.4%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 746263976-001
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.