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••••••• P•••••• F•••

Taft-Hartley planR••••••••, NY
Assets
$219M
Total assets, Dec 31, 2025 reported
Funded
111.4%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
10 managers on Schedule C
Plan sponsor: R•••••••• L••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Corporate debt instruments (other) 13.7%
  • U.S. Government securities 1.7%
  • Other investments 6.3%
  • Partnership/joint venture interests 13.5%
  • Registered investment companies 30.4%
  • Common stock 26.7%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
12 managers on Schedule C
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
40 readings
Total assets
$219M Dec 31, 2025 reported Form 5500
$208M (2024-12) · $201M (2023-12) · $193M (2022-12)
Plan assets
$208M Jan 1, 2025 reported Form 5500
$201M (2024-01) · $192M (2023-01) · $223M (2022-01)
Net assets
$219M Dec 31, 2025 reported Form 5500
$208M (2024-12) · $201M (2023-12) · $192M (2022-12)
Funded ratio
111.4% Jan 1, 2025 reported Form 5500
111.0% (2024-01) · 108.4% (2023-01) · 108.5% (2022-01)
Participants
1,846 Jan 1, 2025 reported Form 5500
1,803 (2024-01) · 1,783 (2023-01) · 1,794 (2022-01)
Contributions
$5.5M Dec 31, 2025 reported Form 5500
$5.6M (2024-12) · $5.0M (2023-12) · $4.2M (2022-12)
Benefits paid
$13.9M Dec 31, 2025 reported Form 5500
$13.6M (2024-12) · $13.9M (2023-12) · $12.9M (2022-12)
Net investment income
$11.1M Dec 31, 2025 reported Form 5500
$7.3M (2024-12) · $8.9M (2023-12) · $-30.6M (2022-12)
Investment management fees
$924,410 Dec 31, 2025 reported Form 5500
$952,473 (2024-12) · $999,206 (2023-12) · $1.1M (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,846n/an/an/a$219M$29.7M$0n/a
2024 to Dec 31, 20241,803n/an/an/a$208M$30.4M$2,153n/a
2023 to Dec 31, 20231,783n/an/an/a$201M$31.0M$4,836n/a
2022 to Dec 31, 20221,794n/an/an/a$193M$34.9M$9,192n/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2025Manager relationship endedinference
    M••••• C••••• no longer appears on R•••••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)
    with M••••• C•••••askebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    W••••••• appears on R•••••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)
    with W•••••••askebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    N•••••-One appears on R•••••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)
    with N••••• O••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    S••• I••••••••• G•••• no longer appears on R•••••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
    with S••• I••••••••• G••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    R•••••••• L••••••• P•••••• F••• funded ratio 108.4% -> 111.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    K••••• I••••••••• appears on R•••••••• L••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
    with K••••• I•••••••••askebsa.dol.gov
  • Jan 1, 2023Assets changed
    R•••••••• L••••••• P•••••• F••• plan assets $223M -> $192M (-13.8%, 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 166014473-001
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.