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
B••••••••• P•••••• F••• o• W••• V•••••••
Taft-Hartley planPittsburgh, PA
Assets
$2.7M
Total assets, Mar 31, 2025 reported
Funded
47.8%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: B••••••••• P•••••• F••• o• W••• V•••••••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.4%
- Registered investment companies 96.0%
Consultants and advisers
1 firms
- U•• C••••••••• G•••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- X••••• I••••••••• A•••••••• I•••plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Net investment income
$79,658 (2024-03) · $-486,066 (2023-03)
Investment management fees
$23,432 (2024-03) · $23,254 (2023-03)
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 Mar 31, 2025 | 170 | n/a | n/a | n/a | $2.7M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 170 | n/a | n/a | n/a | $2.9M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 182 | n/a | n/a | n/a | $2.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- U•• C••••••••• G•••• codes 11 $38,650 PY2024
- X••••• Investment Advisors codes 28 $26,645 PY2024
- Central Data Services codes 13 $23,000 PY2024
- Meyer Unkovic codes 29 $20,202 PY2024
- Kozicki Hughes Tickerhoof codes 10 $9,000 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- X••••• Investment Advisors codes 28 $26,729 PY2023
- U•• C••••••••• G•••• codes 11 $23,820 PY2023
- Central Data Services codes 13 $23,000 PY2023
- Meyer Unkovic codes 29 $16,536 PY2023
- Kozicki Hughes Tickerhoof codes 10 $10,000 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- U•• C••••••••• G•••• codes 11 $45,550 PY2022
- X••••• Investment Advisors codes 28 $27,445 PY2022
- Central Data Services codes 13 $23,000 PY2022
- Meyer Unkovic codes 29 $11,157 PY2022
- Kozicki Hughes Tickerhoof codes 10 $9,000 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
2 events
- Apr 1, 2023Funded status changedB••••••••• P•••••• F••• o• W••• V••••••• funded ratio 54.2% -> 49.0% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedB••••••••• P•••••• F••• o• W••• V••••••• plan assets $3M -> $3M (-18.3%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556029961-001
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.