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•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E••••••••

Taft-Hartley planWashington, DC
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
98.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
1 managers on Schedule C
Plan sponsor: P•••••• B• o• t•• G•••••• P•••••• P••• o• t•• I•••• U•••• o• O••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.0%
  • Corporate debt instruments (other) 3.1%
  • U.S. Government securities 4.0%
  • Partnership/joint venture interests 11.2%
  • 103-12 investment entities 6.1%
  • Common/collective trusts 45.7%
  • Pooled separate accounts 1.5%
  • Registered investment companies 6.5%
  • Common stock 19.1%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$31.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• D•••••••• E••••• F•••103 12 ieP••••••••• D•••••••• E••••• F•••Public equity$75.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024R•••••• 1••• V•••• F•••collective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$97.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024G••••• A•• C•• E••••• E•••• I•••• S•collective trustS•••• S••••• G••••• A••••••• T••••Public equity$243M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••• S••••• C••• P••• F•••• I••••collective trustL••••• S•••••Fixed income$73.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••• U•••• L•••• R•••••• 3••• I••••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$115M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$33.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023P••••••••• D•••••••• E••••• F•••103 12 ieP••••••••• D•••••••• E••••• F•••Public equity$65.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023R•••••• 1••• V•••• F•••collective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$89.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023G••••• A•• C•• E••••• E•••• I•••• S•collective trustS•••• S••••• G••••• A••••••• T••••Public equity$238M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••• S••••• C••• P••• F•••• I••••collective trustL••••• S•••••Fixed income$75.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S••• U•••• L•••• R•••••• 3••• I••••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$97.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$39.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••separate accountP••••••••• I•••••••• C•••••• o• A••Pooled vehicles$22.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• D•••••••• E••••• F•••103 12 ieP••••••••• D•••••••• E••••• F•••Public equity$55.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022R•••••• 1••• V•••• F•••collective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$88.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022G••••• A•• C•• E••••• E•••• I•••• S•collective trustS•••• S••••• G••••• A••••••• T••••Public equity$221M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••• S••••• C••• P••• F•••• I••••collective trustL••••• S•••••Fixed income$75.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••• U•••• L•••• R•••••• 3••• I••••collective trustS•••• S••••• G••••• A••••••• T•••• CompanyPooled vehicles$89.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.2B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.0B (2022-12)
Plan assets
$1.1B Jan 1, 2024 reported Form 5500
$1.0B (2023-01) · $1.2B (2022-01)
Net assets
$1.2B Dec 31, 2024 reported Form 5500
$1.1B (2023-12) · $1.0B (2022-12)
Funded ratio
98.1% Jan 1, 2024 reported Form 5500
97.2% (2023-01) · 96.9% (2022-01)
Participants
6,713 Jan 1, 2024 reported Form 5500
6,593 (2023-01) · 6,480 (2022-01)
Contributions
$49.5M Dec 31, 2024 reported Form 5500
$48.4M (2023-12) · $46.9M (2022-12)
Benefits paid
$85.4M Dec 31, 2024 reported Form 5500
$82.7M (2023-12) · $80.3M (2022-12)
Net investment income
$87.8M Dec 31, 2024 reported Form 5500
$108M (2023-12) · $-173M (2022-12)
Investment management fees
$2.3M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.3M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,713n/an/an/a$1.2B$137Mn/an/a
2023 to Dec 31, 20236,593n/an/an/a$1.1B$113Mn/an/a
2022 to Dec 31, 20226,480n/an/an/a$1.0B$91.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    L••••• S••••• T•••• C•••••• no longer appears on T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with L••••• S••••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    The S•••• Company appears on T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E••••••••'s Schedule C as general consultant (plan year 2024 vs 2023)
    with T•• S•••• C•• ••••••• S•••••• I•••askebsa.dol.gov
  • Jan 1, 2024Assets changed
    T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E•••••••• plan assets $1.0B -> $1.1B (+10.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    S•••••••• I• appears on T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E••••••••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with S•••••••• I•askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    M••••••••• S••••••• appears on T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E••••••••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with M••••••••• S•••••••askebsa.dol.gov
  • Dec 31, 2023Assets changed
    T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E•••••••• total assets $1.0B -> $1.1B (+10.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    T•• G•••••• P•••••• P••• o• t•• I••••••••• U•••• o• O•••••••• E•••••••• plan assets $1.2B -> $1.0B (-14.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526124299-001
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.