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
D•••• I••••••• • U•••• P•••••• P••• f•• P••••••••• a•• V•••••••
Taft-Hartley planPennsauken, NJ
Assets
$136M
Total assets, Dec 31, 2024 reported
Funded
75.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
1 managers on Schedule C
Plan sponsor: T••••••• o• t•• D•••• I••••••• • U•••• P•••••• P••• f•• P••••••••• •
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Partnership/joint venture interests 5.2%
- Common/collective trusts 16.5%
- Registered investment companies 77.0%
Consultants and advisers
3 firms
- T•• S•••• G••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•• S••••••••• C••••• C••••••••• F•3 rows, latest Dec 31, 2024
- S•• C••• P••••••• C••••••••• F•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- U•• R••••• I•••••••• L••plan years 2024
- U••plan years 2022
- S•• I••••••••• C••••••plan years 2022
Commitments
6 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 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $16.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•• S••••••••• C••••• C••••••••• F•collective trust | S•• S••••••••• C••••• C••••••••• F• | Private credit | $13.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$652,240 (2023-12) · $713,575 (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 | 2,432 | n/a | n/a | n/a | $136M | $7.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,437 | n/a | n/a | n/a | $131M | $8.1M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,522 | n/a | n/a | n/a | $125M | $10.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investments Company codes 28 51 72 $521,810 PY2024
- The S•••• Company codes 11 50 $173,268 PY2024
- Administrative Service Professional codes 13 50 $124,780 PY2024
- U•• R••••• I•••••••• L•• codes 28 51 $92,450 PY2024
- Stevens & Lee P.C. codes 29 50 $45,416 PY2024
- Willig Williams & Davidson codes 29 50 $38,975 PY2024
- Novak Francella LLC codes 10 50 $30,500 PY2024
- SEI Trust Company codes 19 50 $12,573 PY2024
- S•• S••••••••• C••••• C••••••••• F• Sched. D C $19.8M PY2024
- SEI C••• P••••••• C••••••••• Fd Sched. D C $2.7M PY2024
- S•••• codes 11 PY2024
- SEI Investments Company codes 28 51 72 $561,480 PY2023
- The S•••• Company codes 11 50 $130,597 PY2023
- Administrative Service Professional codes 13 50 $122,804 PY2023
- U•• R••••• I•••••••• L•• codes 28 51 $90,760 PY2023
- Willig Williams & Davidson codes 29 50 $39,266 PY2023
- Stevens & Lee P.C. codes 29 50 $35,388 PY2023
- Novak Francella LLC codes 10 50 $30,500 PY2023
- SEI Trust Company codes 19 50 $11,648 PY2023
- LV Print Center codes 38 50 $8,096 PY2023
- S•• S••••••••• C••••• C••••••••• F• Sched. D C $16.4M PY2023
- SEI C••• P••••••• C••••••••• Fd Sched. D C $2.8M PY2023
- S•••• codes 11 PY2023
- SEI Investments Company codes 28 51 72 $593,303 PY2022
- Administrative Service Professional codes 13 50 $117,252 PY2022
- U•• R••••• I•••••••• L•• codes 28 51 $108,152 PY2022
- The S•••• Company codes 11 50 $70,491 PY2022
- Stevens & Lee P.C. codes 29 50 $43,381 PY2022
- Willig Williams & Davidson codes 29 50 $36,184 PY2022
- Novak Francella LLC codes 10 50 $29,640 PY2022
- SEI Trust Company codes 19 50 $12,120 PY2022
- S•• S••••••••• C••••• C••••••••• F• Sched. D C $13.8M PY2022
- SEI C••• P••••••• C••••••••• Fd Sched. D C $3.1M PY2022
- S•••• codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedD•••• I••••••• • U•••• P•••••• P••• f•• P••••••••• a•• V••••••• plan assets $147M -> $125M (-15.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236283288-001
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.