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
I••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F•••
Taft-Hartley planHollywood, FL
Assets
$456M
Total assets, Sep 30, 2025 reported
Funded
106.0%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
10
none on the tape
Plan sponsor: I••••••••• L••••••••• A••••••••• ••••••••• P•
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 9.0%
- U.S. Government securities 4.8%
- Other investments 9.2%
- Partnership/joint venture interests 10.0%
- Common/collective trusts 29.9%
- Pooled separate accounts 3.9%
- Registered investment companies 5.3%
- Common stock 24.7%
Consultants and advisers
3 firms
- B••• G•••••• L•• Actuarythrough Sep 30, 2023 Form 5500
- U• B••• Custodianthrough Sep 30, 2023 Form 5500
- A••••••••• B••• o• N•• Y••• Custodianthrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••• I•••••••• C•••••• o• A••3 rows, latest Sep 30, 2025
- G•••• G••• T•••• C••••••3 rows, latest Sep 30, 2025
- B•• M•••••2 rows, latest Sep 30, 2025
- A••••••••• B••• o• N•• Y•••1 rows, latest Sep 30, 2023
From Schedule C (investment management, code 28)
- P••••••••• I•••••••• C•••••• o• A••plan years 2023
- N• A••••••••• A•••••••• L••plan years 2023
Commitments
10 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 Sep 30, 2025 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | A•••••• B••••••• I••••••••• T••••collective trust | G•••• G••• T•••• C•••••• | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $123M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $20.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | A•••••• B••••••• I••••••••• T••••103 12 ie | G•••• G••• T•••• C•••••• | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | B••• M••••• A•••••• S• S•••• I••••103 12 ie | B•• M••••• | Public equity | $95.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $25.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | A•••••• B••••••• I••••••••• T••••collective trust | G•••• G••• T•••• C•••••• | Pooled vehicles | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | L••••••• L••••••• 5•• I•••• F•••collective trust | A••••••••• B••• o• N•• Y••• | Pooled vehicles | $24.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | L••••••• L••••••• 1••• G••••• I••••collective trust | A••••••••• B••• | Pooled vehicles | $56.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Sep 30, 2025 | 3,446 | n/a | n/a | n/a | $456M | $45.6M | n/a | n/a |
| 2023 to Sep 30, 2024 | 2,653 | n/a | n/a | n/a | $422M | $40.1M | n/a | n/a |
| 2022 to Sep 30, 2023 | 2,480 | n/a | n/a | n/a | $341M | $22.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Arty Cohn & Feuer Lc codes 10 $196,965 PY2024
- B••• Global LLC codes 11 $145,585 PY2024
- Sugarman Susskind Braswell & Herrer codes 29 $144,735 PY2024
- P••••••••• I•••••••• C•••••• o• A•• codes 28 $105,977 PY2024
- Elise Dixon codes 30 $50,131 PY2024
- U• B••• National A••••••••• codes 19 $24,908 PY2024
- Nancy Jimenez codes 10 $6,820 PY2024
- NB A••••••••• Advisers LLC codes 52 PY2024
- P•••• Sa Sched. D P $17.8M PY2024
- A•••••• B••••••• I••••••••• T•••• Sched. D C $13.4M PY2024
- B••• M••••• A•••••• S• S•••• I•••• Sched. D C $123M PY2024
- B••• Global LLC codes 11 PY2024
- B••• Global LLC codes 11 $170,567 PY2023
- Arty Cohn & Feuer Lc codes 10 $128,626 PY2023
- P••••••••• I•••••••• C•••••• o• A•• codes 28 $127,951 PY2023
- Sugarman Susskind Braswell & Herrer codes 29 $56,361 PY2023
- Elise Dixon codes 30 $45,197 PY2023
- U• B••• National A••••••••• codes 19 $18,469 PY2023
- A••••••••• B••• codes 19 51 52 $10,769 PY2023
- NB A••••••••• Advisers LLC codes 52 PY2023
- B••• M••••• A•••••• S• S•••• I•••• Sched. D E $95.5M PY2023
- P•••• Sa Sched. D P $20.9M PY2023
- A•••••• B••••••• I••••••••• T•••• Sched. D E $12.9M PY2023
- B••• Global LLC codes 11 PY2023
- B••• Global LLC codes 11 $156,709 PY2022
- P••••••••• I•••••••• C•••••• o• A•• codes 28 $149,853 PY2022
- Arty Cohn & Feuer Lc codes 10 $113,999 PY2022
- Sugarman Susskind Braswell & Herrer codes 29 $70,710 PY2022
- Elise Dixon codes 30 $38,870 PY2022
- Leticia R. Zivalich codes 30 $32,915 PY2022
- A••••••••• B••• codes 19 51 52 $27,282 PY2022
- U• B••• National A••••••••• codes 19 $14,319 PY2022
- NB A••••••••• Advisers LLC codes 52 PY2022
- P•••• Sa Sched. D P $25.9M PY2022
- A•••••• B••••••• I••••••••• T•••• Sched. D C $13.7M PY2022
- L••••••• Large Cap 500 I•••• Fund Sched. D C $24.1M PY2022
- L••••••• Large Cap 1000 G••••• Inde Sched. D C $56.2M PY2022
- B••• Global LLC codes 11 PY2022
What changed
7 events
- Oct 1, 2024Assets changedI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• plan assets $362M -> $420M (+15.9%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding startedI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• first reports an interest in B••• M••••• A•••••• S• S•••• I•••• (B•• M•••••): $96M at 2024-09-30with B•• M•••••askebsa.dol.gov
- Sep 30, 2024Holding endedinferenceI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• no longer reports L••••••• L••••••• 1••• G••••• I•••• (last held $56M at 2023-09-30; absent from the 2024-09-30 filing)with L••••••• L••••••• 1••• G••••• I••••askebsa.dol.gov
- Sep 30, 2024Holding endedinferenceI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• no longer reports L••••••• L••••••• 5•• I•••• F••• (A••••••••• B••• o• N•• Y•••) (last held $24M at 2023-09-30; absent from the 2024-09-30 filing)with A••••••••• B••• o• N•• Y•••askebsa.dol.gov
- Sep 30, 2024Assets changedI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• total assets $341M -> $422M (+23.9%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• funded ratio 112.2% -> 106.6% (2022-10-01 to 2023-10-01)
- Oct 1, 2023Assets changedI••••••••• L••••••••• A••••••••• A•••••• E•••••••• P•••••• F••• plan assets $313M -> $362M (+15.9%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596130114-001
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.