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
L•••••••• L•••• 1•• P•••••• F•••
Taft-Hartley planScranton, PA
Assets
$4.2M
Total assets, Apr 30, 2025 reported
Funded
16.6%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: T••••••• o• L•••••••• L•••• 1•• P•••••• F•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 36.3%
- Non-interest-bearing cash 12.0%
- Registered investment companies 44.8%
Consultants and advisers
4 firms
- C••••••••• P•••••••• L•• Investment adviser (plan)through Apr 30, 2023 Form 5500
- A••••••• Actuarythrough Apr 30, 2025 Form 5500
- F••••• • F••••• Actuarythrough Apr 30, 2023 Form 5500
- F••••• • F•••••• I•• Actuarythrough Apr 30, 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
$51,785 (2024-04) · $50,278 (2023-04)
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 Apr 30, 2025 | 620 | n/a | n/a | n/a | $4.2M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 641 | n/a | n/a | n/a | $6.6M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 672 | n/a | n/a | n/a | $9.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- A••••••• codes 11 50 $98,276 PY2024
- Lawrence C Musgrove Associates codes 13 50 $59,955 PY2024
- C••••••••• P•••••••• L•• codes 27 51 $53,340 PY2024
- Alan Ross & Company codes 10 50 $16,086 PY2024
- Odonoghue & Odonoghue LLP codes 29 50 $15,110 PY2024
- Wells Fargo Bank, Na codes 50 65 $7,134 PY2024
- F••••• • F•••••• I•• codes 11 50 $6,200 PY2024
- Baratz & Associates PA codes 10 50 $5,815 PY2024
- A••••••• codes 11 PY2024
- Lawrence C Musgrove Associates codes 13 50 $58,987 PY2023
- C••••••••• P•••••••• L•• codes 27 51 $51,785 PY2023
- F••••• • F•••••• I•• codes 11 50 $34,450 PY2023
- Alan Ross & Company codes 10 50 $16,395 PY2023
- Odonoghue & Odonoghue LLP codes 29 50 $8,354 PY2023
- F••••• • F••••• codes 11 PY2023
- Lawrence C Musgrove Associates codes 13 50 $57,972 PY2022
- C••••••••• P•••••••• L•• codes 27 51 $50,278 PY2022
- F••••• • F•••••• I•• codes 11 50 $45,529 PY2022
- Alan Ross & Company codes 10 50 $16,153 PY2022
- Odonoghue & Odonoghue LLP codes 29 50 $13,647 PY2022
- F••••• • F••••• codes 11 PY2022
What changed
6 events
- Apr 30, 2025Assets changedL•••••••• L•••• 1•• P•••••• F••• total assets $7M -> $4M (-37.1%, 2024-04-30 to 2025-04-30)
- May 1, 2024Funded status changedL•••••••• L•••• 1•• P•••••• F••• funded ratio 22.2% -> 16.6% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedL•••••••• L•••• 1•• P•••••• F••• plan assets $9M -> $7M (-27.6%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedL•••••••• L•••• 1•• P•••••• F••• total assets $9M -> $7M (-27.8%, 2023-04-30 to 2024-04-30)
- May 1, 2023Funded status changedL•••••••• L•••• 1•• P•••••• F••• funded ratio 27.7% -> 22.2% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedL•••••••• L•••• 1•• P•••••• F••• plan assets $12M -> $9M (-23.9%, 2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 240866674-001
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.