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••• W•••••• N• 2• P•••••• F•••
Taft-Hartley planRoanoke, VA
Assets
$62.2M
Total assets, Dec 31, 2024 reported
Funded
108.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: I••• W•••••• N• 2• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.4%
- Registered investment companies 98.1%
Consultants and advisers
2 firms
- B•• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
- M••••• L•••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
Investment management fees
$13,500 (2023-12) · $15,000 (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 | 723 | n/a | n/a | n/a | $62.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 672 | n/a | n/a | n/a | $54.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 696 | n/a | n/a | n/a | $48.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L.C Musgrove Associates codes 13 $95,176 PY2024
- B•• C•••••••••, LLC codes 11 17 $40,838 PY2024
- Calibre CPA Group, PLLC codes $32,925 PY2024
- O'Donoghue & O'Donoghue codes 29 $25,566 PY2024
- M••••• L•••• codes 19 $9,000 PY2024
- Segal Select codes 22 $5,472 PY2024
- B•• C•••••••••, LLC codes 11 PY2024
- L.C Musgrove Associates codes 13 $96,569 PY2023
- B•• C•••••••••, LLC codes 11 17 $32,975 PY2023
- Segal Select codes 22 $23,906 PY2023
- O'Donoghue & O'Donoghue codes 29 $20,224 PY2023
- Calibre CPA Group, PLLC codes $20,210 PY2023
- M••••• L•••• codes 19 $18,000 PY2023
- B•• C•••••••••, LLC codes 11 PY2023
- L.C Musgrove Associates codes 13 $94,592 PY2022
- B•• C•••••••••, LLC codes 11 17 $36,815 PY2022
- Segal Select codes 22 $23,037 PY2022
- M••••• L•••• codes 19 $22,500 PY2022
- O'Donoghue & O'Donoghue codes 29 $19,257 PY2022
- Calibre CPA Group, PLLC codes 10 $17,340 PY2022
- B•• C•••••••••, LLC codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedI••• W•••••• N• 2• P•••••• F••• total assets $54M -> $62M (+14.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedI••• W•••••• N• 2• P•••••• F••• funded ratio 102.7% -> 108.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedI••• W•••••• N• 2• P•••••• F••• plan assets $49M -> $54M (+11.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedI••• W•••••• N• 2• P•••••• F••• total assets $49M -> $54M (+11.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedI••• W•••••• N• 2• P•••••• F••• funded ratio 100.5% -> 102.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedI••• W•••••• N• 2• P•••••• F••• plan assets $55M -> $49M (-11.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 546112218-001
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.