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•••••• L•••• N•• 7• P•••••• F•••
Taft-Hartley planIndianapolis, IN
Assets
$14.7M
Total assets, May 31, 2025 reported
Funded
41.2%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
3
none on the tape
Plan sponsor: B•••• o• T••••••• R•••••• L•••• N•• 7• P•••••• F•••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 1.7%
- 103-12 investment entities 5.1%
- Registered investment companies 92.0%
Consultants and advisers
3 firms
- S•••••••• C•••••• I•• A••••••• Investment adviser (plan)through May 31, 2023 Form 5500
- F•••• T•••• B••• Custodianthrough May 31, 2025 Form 5500
- C•••• R••• • S••••• Actuarythrough May 31, 2023 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
- W••••••••• C•••••• M••••••••• I•••3 rows, latest May 31, 2025
Commitments
3 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 May 31, 2025 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $741,660 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $704,875 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | W••••••••• C•••••• J•••• M••••• T••103 12 ie | W••••••••• C•••••• M••••••••• I••• | Pooled vehicles | $677,996 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$31,809 (2024-05) · $38,459 (2023-05)
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 May 31, 2025 | 271 | n/a | n/a | n/a | $14.7M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 275 | n/a | n/a | n/a | $7.9M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 271 | n/a | n/a | n/a | $7.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••••••• Capital Investment Adv codes 27 51 $37,688 PY2024
- Ledbetter Partners LLC codes 29 50 $33,804 PY2024
- Umr codes 14 50 $26,999 PY2024
- C•••• R••• • S••••• codes 11 50 $25,750 PY2024
- Dgperry,pllc codes 10 50 $19,936 PY2024
- Segal Select Insurance codes 22 53 $16,523 PY2024
- F•••• T•••• B••• codes 19 28 52 $11,306 PY2024
- W••••••••• Capital J•••• M••••• Tr Sched. D E $741,660 PY2024
- C•••• R••• • S••••• codes 11 PY2024
- S•••••••• Capital Investment Adv codes 27 50 $31,809 PY2023
- Umr codes 14 50 $26,999 PY2023
- C•••• R••• • S••••• codes 11 50 $26,850 PY2023
- Ledbetter Partners LLC codes 29 50 $25,790 PY2023
- Dgperry codes 10 50 $20,571 PY2023
- Arthur J Gallagher codes 22 50 $15,060 PY2023
- W••••••••• Capital J•••• M••••• Tr Sched. D E $704,875 PY2023
- C•••• R••• • S••••• codes 11 PY2023
- C•••• R••• • S••••• codes 11 50 $82,300 PY2022
- S•••••••• Capital Investment Adv codes 27 50 $31,620 PY2022
- Healthscope Benefits Inc. codes 14 50 $26,193 PY2022
- Ledbetter Partners LLC codes 29 50 $22,999 PY2022
- Arthur J Gallagher codes 22 50 $13,705 PY2022
- Dgperry codes 10 50 $13,052 PY2022
- W••••••••• Capital J•••• M••••• Tr Sched. D E $677,996 PY2022
- C•••• R••• • S••••• codes 11 PY2022
What changed
3 events
- May 31, 2025Assets changedR•••••• L•••• N•• 7• P•••••• F••• total assets $8M -> $15M (+84.9%, 2024-05-31 to 2025-05-31)
- Dec 31, 2024Manager relationship startedF•••• T•••• B••• appears on R•••••• L•••• N•• 7• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with F•••• T•••• B•••askebsa.dol.gov
- Jun 1, 2024Funded status changedR•••••• L•••• N•• 7• P•••••• F••• funded ratio 43.2% -> 41.2% (2023-06-01 to 2024-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 311010072-001
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.