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

I••••••••• L•••• N•• 9• P•••••• F•••

Taft-Hartley planGoodlettsville, TN
Assets
$26.2M
Total assets, Dec 31, 2024 reported
Funded
127.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: I••••••••• L•••• N•• 9• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.5%
  • Other investments 6.2%
  • Partnership/joint venture interests 27.3%
  • Common/collective trusts 47.7%
  • Registered investment companies 17.3%
Consultants and advisers
13 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$748,841 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$745,841 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••• B••••••• I••••••••• T••••collective trustG•••• G••• T•••• C••••••Pooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•••••• B•••• I••••••••• L••••••collective trustW•••••• B•••• I••••••••• M•••••••••Pooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$26.2M Dec 31, 2024 reported Form 5500
$24.2M (2023-12) · $22.0M (2022-12)
Plan assets
$24.2M Jan 1, 2024 reported Form 5500
$22.0M (2023-01) · $23.4M (2022-01)
Net assets
$26.2M Dec 31, 2024 reported Form 5500
$24.2M (2023-12) · $22.0M (2022-12)
Funded ratio
127.9% Jan 1, 2024 reported Form 5500
138.0% (2023-01) · 124.9% (2022-01)
Participants
325 Jan 1, 2024 reported Form 5500
387 (2023-01) · 388 (2022-01)
Contributions
$1.1M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $2.6M (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.4M (2022-12)
Net investment income
$2.0M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $-1.4M (2022-12)
Investment management fees
$37,536 Dec 31, 2024 reported Form 5500
$32,762 (2023-12) · $31,107 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024325n/an/an/a$26.2M$7.2Mn/an/a
2023 to Dec 31, 2023387n/an/an/a$24.2M$6.5Mn/an/a
2022 to Dec 31, 2022388n/an/an/a$22.0M$4.7Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship started
    C•••• C•••• T•••• appears on I••••••••• L•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with C•••• C•••• T••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    I••••••••• L•••• N•• 9• P•••••• F••• funded ratio 138.0% -> 127.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    I••••••••• L•••• N•• 9• P•••••• F••• plan assets $22M -> $24M (+10.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    C•••• C•••• T•••• no longer appears on I••••••••• L•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with C•••• C•••• T••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    G•••• G••• T•••• C•••••• appears on I••••••••• L•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with G•••• G••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    P••• A••••••• G•••• appears on I••••••••• L•••• N•• 9• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with P••• A••••••• G••••askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    I••••••••• L•••• N•• 9• P•••••• F••• funded ratio 124.9% -> 138.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 586110889-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 16, 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.