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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
A••••• W•••••• L•••• 4• P•••••• P•••
Taft-Hartley planGoodlettsville, TN
Assets
$34.3M
Total assets, Jun 30, 2025 reported
Funded
91.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: B•••• o• T••••••• o• A••••• W•••••• L•••• 4• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Non-interest-bearing cash 2.8%
- Corporate debt instruments (other) 2.1%
- U.S. Government securities 5.8%
- Other investments 13.1%
- Partnership/joint venture interests 4.2%
- Common/collective trusts 4.7%
- Registered investment companies 18.1%
- Common stock 44.0%
Consultants and advisers
5 firms
- B••• W•••••••• A•••• M••••••••• Custodianthrough Jun 30, 2023 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Jun 30, 2023 Form 5500
- M••••• S•••••• S•••• B••••• Custodianthrough Jun 30, 2023 Form 5500
- M•••• M•••••• M••••• F••••• • E•••• Custodianthrough Jun 30, 2023 Form 5500
- N••••••• T•••• C•••••• Custodianthrough Jun 30, 2023 Form 5500
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
- N••••••• T•••• C••••••3 rows, latest Jun 30, 2025
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | B•• D••••••••• U••• P••• F•••collective trust | N••••••• T•••• C•••••• | Hedge / diversifiers | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | B•• D••••••••• U••• P••• F•••collective trust | N••••••• T•••• C•••••• | Hedge / diversifiers | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B•• D••••••••• U••• P••• F•••collective trust | N••••••• T•••• C•••••• | Hedge / diversifiers | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$108,025 (2024-06) · $109,220 (2023-06)
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 Jun 30, 2025 | 758 | n/a | n/a | n/a | $34.3M | $1.4M | n/a | n/a |
| 2023 to Jun 30, 2024 | 646 | n/a | n/a | n/a | $30.4M | $1.1M | n/a | n/a |
| 2022 to Jun 30, 2023 | 680 | n/a | n/a | n/a | $27.9M | $1.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• S•••••• S•••• B••••• LLC codes 19 28 $127,346 PY2024
- Southern Benefit Administrators codes 14 $69,359 PY2024
- H•••••• A•••••••• S••••••• codes 11 $60,764 PY2024
- Daniels, Irwin & Aylor codes 10 $27,050 PY2024
- O'Donoghue & O'Donoghue LLP codes 29 $10,150 PY2024
- Quinn, Connor, Weaver, Davies Rouco codes 29 $3,063 PY2024
- B••• W•••••••• A•••• M••••••••• codes 19 28 PY2024
- M•••• M•••••• M••••• F••••• • E•••• codes 19 28 PY2024
- N••••••• T•••• C•••••• codes 19 28 PY2024
- Multi-Employer Property Trust Sched. D C $1.6M PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 19 28 $108,025 PY2023
- Southern Benefit Administrators codes 14 $71,186 PY2023
- H•••••• A•••••••• S••••••• codes 11 $58,874 PY2023
- Daniels, Irwin & Aylor codes 10 $31,925 PY2023
- Quinn, Connor, Weaver, Davies Rouco codes 29 $12,604 PY2023
- B••• W•••••••• A•••• M••••••••• codes 19 28 PY2023
- N••••••• T•••• C•••••• codes 19 28 PY2023
- M•••• M•••••• M••••• F••••• • E•••• codes 19 28 PY2023
- Multi-Employer Property Trust Sched. D C $1.6M PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 19 28 $109,220 PY2022
- Southern Benefit Administrators codes 14 $66,295 PY2022
- H•••••• A•••••••• S••••••• codes 11 $62,398 PY2022
- Daniels, Irwin & Aylor codes 10 $24,950 PY2022
- Quinn, Connor, Weaver, Davies Rouco codes 29 $7,567 PY2022
- N••••••• T•••• C•••••• codes 19 28 PY2022
- M•••• M•••••• M••••• F••••• • E•••• codes 19 28 PY2022
- B••• W•••••••• A•••• M••••••••• codes 19 28 PY2022
- Multi-Employer Property Trust Sched. D C $1.9M PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2022
What changed
2 events
- Jun 30, 2025Assets changedA••••• W•••••• L•••• 4• P•••••• P••• total assets $30M -> $34M (+12.8%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedA••••• W•••••• L•••• 4• P•••••• P••• funded ratio 88.0% -> 91.4% (2023-07-01 to 2024-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526117928-001
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.