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
R••••••••• P••• o• t•• M•••••••• R••••••••• T•••• o• W•••••••••
Taft-Hartley planPortland, OR
Assets
$26.2M
Total assets, Dec 31, 2024 reported
Funded
81.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: B•••• o• T•••••••• R••••••••• P••• M••••••• R••••••••• T•••• o• W••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.0%
- Partnership/joint venture interests 10.1%
- Pooled separate accounts 5.0%
- Registered investment companies 83.4%
Consultants and advisers
3 firms
- R• K•••• • A••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Custodianthrough Dec 31, 2022 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
- P••••••••5 rows, latest Dec 31, 2024
Commitments
5 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 Dec 31, 2024 | P••• C••• P••• B••• S•• A•••••separate account | P•••••••• | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• C••• P••• B••• S•• A•••••separate account | P•••••••• | Fixed income | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $58,100 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• C••• P••• B••• S•• A•••••separate account | P•••••••• | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $32,021 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-467,746 (2023-12) · $-4.4M (2022-12)
Investment management fees
$24,432 (2023-12) · $33,361 (2022-12)
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 Dec 31, 2024 | 559 | n/a | n/a | n/a | $26.2M | $2.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 569 | n/a | n/a | n/a | $27.0M | $2.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 583 | n/a | n/a | n/a | $27.5M | $3.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• codes 11 50 $79,637 PY2024
- The William C Earhart Co, Inc codes 14 50 $37,260 PY2024
- R• K•••• • A••••••••• codes 27 50 $25,384 PY2024
- U• B••• codes 19 50 $16,213 PY2024
- Cliftonlarsonlarson LLP codes 10 50 $15,436 PY2024
- Barlow Coughran Morales & Josephson codes 29 50 $12,168 PY2024
- P•••••••• C••• P••• B••• Sep Acct Sched. D P $1.3M PY2024
- P•••••••• L••••• Assets Sep Acct Sched. D P PY2024
- M•••••••, Inc codes 11 PY2024
- M••••••• codes 11 50 $60,156 PY2023
- The William C Earhart Co, Inc codes 14 50 $37,260 PY2023
- R• K•••• • A••••••••• codes 27 50 $24,432 PY2023
- U• B••• codes 19 50 $14,876 PY2023
- Cliftonlarsonlarson LLP codes 10 50 $12,952 PY2023
- Barlow Coughran Morales & Josephson codes 29 50 $7,946 PY2023
- P•••••••• C••• P••• B••• Sep Acct Sched. D P $2.2M PY2023
- P•••••••• L••••• Assets Sep Acct Sched. D P $58,100 PY2023
- M•••••••• I••• codes 11 PY2023
- M••••••• codes 11 50 $43,710 PY2022
- The William C Earhart Co, Inc codes 14 50 $31,050 PY2022
- R• K•••• • A••••••••• codes 27 50 $19,445 PY2022
- Cliftonlarsonlarson LLP codes 10 50 $11,434 PY2022
- U• B••• codes 19 50 $11,082 PY2022
- Barlow Coughran Morales & Josephson codes 29 50 $9,533 PY2022
- P•••••••• C••• P••• B••• Sep Acct Sched. D P $2.3M PY2022
- P•••••••• L••••• Assets Sep Acct Sched. D P $32,021 PY2022
- M•••••••, Inc codes 11 PY2022
What changed
2 events
- Dec 31, 2024Holding endedinferenceR••••••••• P••• o• t•• M•••••••• R••••••••• T•••• o• W••••••••• no longer reports P••• L••••• A••••• S•• A••••• (P••••••••) (last held $58,100 at 2023-12-31; absent from the 2024-12-31 filing)with P••••••••askebsa.dol.gov
- Jan 1, 2023Assets changedR••••••••• P••• o• t•• M•••••••• R••••••••• T•••• o• W••••••••• plan assets $32M -> $27M (-13.8%, 2022-03-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916134143-001
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.