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.

Taft-Hartley plan

Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan

Taft-Hartley planElmhurst, IL
Assets
$53.9M
Total assets, Dec 31, 2024 reported
Funded
93.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.2%
  • Non-interest-bearing cash 0.9%
  • Other investments 0.0%
  • Common/collective trusts 11.2%
  • Registered investment companies 77.8%
  • Real estate (other than employer real property) 9.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Common Collective Trustcollective trustSchroder Investment Management NortPooled vehicles$4.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$53.9M Dec 31, 2024 reported Form 5500
$50.1M (2023-12) · $46.8M (2022-12)
Plan assets
$50.1M Jan 1, 2024 reported Form 5500
$46.8M (2023-01) · $56.7M (2022-01)
Net assets
$53.9M Dec 31, 2024 reported Form 5500
$50.1M (2023-12) · $46.8M (2022-12)
Funded ratio
93.8% Jan 1, 2024 reported Form 5500
94.3% (2023-01) · 99.1% (2022-01)
Participants
741 Jan 1, 2024 reported Form 5500
728 (2023-01) · 732 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $1.6M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.4M (2022-12)
Net investment income
$3.8M Dec 31, 2024 reported Form 5500
$3.3M (2023-12) · $-9.9M (2022-12)
Investment management fees
$27,225 Dec 31, 2024 reported Form 5500
$31,449 (2023-12) · $18,443 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024741n/an/an/a$53.9Mn/an/a$5.1M
2023 to Dec 31, 2023728n/an/an/a$50.1Mn/an/a$5.4M
2022 to Dec 31, 2022732n/an/an/a$46.8Mn/an/a$6.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan funded ratio 99.1% -> 94.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Rockford Area Dairy Industry Local 754 Ib of T Retirement Pension Plan plan assets $57M -> $47M (-17.4%, 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 366067654-001
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.