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
P••••••• L•••• N•• 1•• P•••••• F•••
Taft-Hartley planOmaha, NE
Assets
$19.1M
Total assets, Aug 31, 2025 reported
Funded
115.7%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• P••••••• L•••• N•• 1•• P•••••• T••••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Other investments 0.1%
- Registered investment companies 69.3%
- Common stock 29.7%
Consultants and advisers
2 firms
- H•• I••••••••• G•••• P••••• Actuarythrough Aug 31, 2023 Form 5500
- H•• I••••••••• Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- D••• D••••••• • C••plan years 2023
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
$106,680 (2024-08) · $98,357 (2023-08)
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 Aug 31, 2025 | 341 | n/a | n/a | n/a | $19.1M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 329 | n/a | n/a | n/a | $18.1M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 343 | n/a | n/a | n/a | $16.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- D••••••• Investment Advisors codes 51 $112,477 PY2024
- Forvis codes 10 $36,243 PY2024
- H•• I••••••••• codes 11 $21,694 PY2024
- Buckley & Sitzman, LLP codes 10 $18,555 PY2024
- Kutak Rock codes 29 $14,086 PY2024
- Celeste Gardner codes 15 $11,746 PY2024
- H•• I••••••••• codes 11 PY2024
- D••••••• Investment Advisors codes 51 $106,680 PY2023
- Forvis codes 10 $29,592 PY2023
- H•• I••••••••• codes 11 $27,825 PY2023
- Buckley & Sitzman, LLP codes 10 $17,844 PY2023
- Celeste Gardner codes 15 $10,691 PY2023
- Weinberg & Weinberg codes 29 $6,150 PY2023
- Kutak Rock, LLP codes 29 $1,080 PY2023
- H•• I••••••••• codes 11 PY2023
- D••••••• Investment Advisors codes 51 $98,357 PY2022
- Celeste Gardner codes 15 $38,619 PY2022
- Forvis codes 10 $37,467 PY2022
- H•• I••••••••• codes 11 $30,675 PY2022
- Buckley & Sitzman, LLP codes 10 $17,146 PY2022
- Weinberg & Weinberg codes 29 $10,500 PY2022
- H•• I••••••••• codes 11 PY2022
What changed
2 events
- Sep 1, 2024Funded status changedP••••••• L•••• N•• 1•• P•••••• F••• funded ratio 111.5% -> 115.7% (2023-09-01 to 2024-09-01)
- Sep 1, 2023Funded status changedP••••••• L•••• N•• 1•• P•••••• F••• funded ratio 114.3% -> 111.5% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 476062771-001
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.