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
Printing Local 72 Industry Pension Plan
Taft-Hartley planSparks, MD
Assets
$45.9M
Total assets, Feb 28, 2025 reported
Funded
10.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: Printing Local 72 Industry Pension Fund C/o Associated Administrators
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 2.1%
- Corporate debt instruments (other) 76.5%
- Registered investment companies 10.2%
Consultants and advisers
4 firms
- Manning & Napier Advisors, LLC Investment adviser (plan)through Feb 28, 2023 Form 5500
- Dahab Associates Pension consultantthrough Feb 28, 2023 Form 5500
- The Mckeogh Company Actuarythrough Feb 28, 2023 Form 5500
- PNC Bank Trusteethrough Feb 28, 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
$72,963 (2024-02) · $54,700 (2023-02)
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 Feb 28, 2025 | 734 | n/a | n/a | n/a | $45.9M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 750 | n/a | n/a | n/a | $8.7M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 787 | n/a | n/a | n/a | $11.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Associated Administrators codes 10 13 50 $95,939 PY2024
- The Mckeogh Company codes 11 17 50 $53,893 PY2024
- Manning Napier codes 27 50 $49,230 PY2024
- O'Donoghue & O'Donoghue codes 29 50 $39,063 PY2024
- Withumsmith & Brown, P.C. codes 10 50 $37,491 PY2024
- Dahab Associates codes 17 50 $20,833 PY2024
- PNC Institutional Trust codes 21 50 $7,552 PY2024
- Doyle Printing & Communications codes 49 50 $6,496 PY2024
- The Mckeogh Company codes 11 PY2024
- Associated Administrators codes 10 13 50 $93,374 PY2023
- The Mckeogh Company codes 11 17 50 $84,052 PY2023
- Manning Napier codes 27 50 $54,299 PY2023
- O'Donoghue & O'Donoghue codes 29 50 $49,138 PY2023
- Dahab Associates codes 17 50 $25,000 PY2023
- Withumsmith & Brown, P.C. codes 10 50 $15,000 PY2023
- PNC Institutional Trust codes 21 50 $8,093 PY2023
- PKF O'Connor Davies,llp codes 10 50 $5,524 PY2023
- The Mckeogh Company codes 11 PY2023
- Associated Administrators codes 10 13 $90,204 PY2022
- O'Donoghue & O'Donoghue codes 29 50 $55,452 PY2022
- Manning Napier codes 27 50 $54,700 PY2022
- Dahab Associates codes 17 50 $25,000 PY2022
- The Mckeogh Company codes 11 50 $22,500 PY2022
- Calibre CPA Group PLLC codes 10 50 $15,367 PY2022
- PNC Institutional Trust codes 21 50 $7,739 PY2022
- The Mckeogh Company codes 11 PY2022
What changed
7 events
- Feb 28, 2025Assets changedPrinting Local 72 Industry Pension Plan total assets $9M -> $46M (+425.6%, 2024-02-29 to 2025-02-28)
- Mar 1, 2024Funded status changedPrinting Local 72 Industry Pension Plan funded ratio 15.0% -> 10.3% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedPrinting Local 72 Industry Pension Plan plan assets $6M -> $4M (-34.6%, 2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedPrinting Local 72 Industry Pension Plan total assets $11M -> $9M (-21.8%, 2023-02-28 to 2024-02-29)
- Dec 31, 2023Consultant changedinferenceThe Mckeogh Company appears on Printing Local 72 Industry Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with The Mckeogh Companyaskebsa.dol.gov
- Mar 1, 2023Funded status changedPrinting Local 72 Industry Pension Plan funded ratio 19.4% -> 15.0% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedPrinting Local 72 Industry Pension Plan plan assets $9M -> $6M (-35.5%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526033899-001
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.