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
I••••••••• L•••• 2• P•••••• P•••
Taft-Hartley planGrantville, PA
Assets
$69.1M
Total assets, Jul 31, 2025 reported
Funded
89.0%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
8
none on the tape
Plan sponsor: I••••••••• L•••• 2• P•••••• F••• B•••• o• A•••••••••
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Corporate debt instruments (preferred) 6.2%
- U.S. Government securities 8.4%
- Other investments 10.7%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 13.9%
- Registered investment companies 8.3%
- Common stock 43.8%
- Real estate (other than employer real property) 6.3%
Consultants and advisers
2 firms
- U•• C••••••••• G•••• Actuarythrough Jul 31, 2023 Form 5500
- M•• B••• Custodianthrough Jul 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
- L•••• a•• G••••••8 rows, latest Jul 31, 2025
From Schedule C (investment management, code 28)
- G•••••••• I••••••••• G••••plan years 2023
- A•• C••• P••••••• T•••• ••• I••plan years 2023
Commitments
8 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 Jul 31, 2025 | L•••• • G•••••• M••• A••• E• U• C••collective trust | L•••• a•• G•••••• | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | L•••• • G•••••• S•• 4•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $843,708 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | L•••• • G•••••• S•• 5•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | L•••• • G•••••• S•• 6•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $753,409 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | L•••• • G•••••• M••• A••• E• U• C••collective trust | L•••• a•• G•••••• | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | L•••• • G•••••• S•• 4•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $817,184 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | L•••• • G•••••• S•• 5•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | L•••• • G•••••• S•• 6•• C•• F•••collective trust | L•••• a•• G•••••• | Pooled vehicles | $790,623 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$191,954 (2024-07) · $179,163 (2023-07)
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 Jul 31, 2025 | 402 | n/a | n/a | n/a | $69.1M | $150 | n/a | $4.4M |
| 2023 to Jul 31, 2024 | 386 | n/a | n/a | n/a | $65.8M | $130 | n/a | $4.2M |
| 2022 to Jul 31, 2023 | 423 | n/a | n/a | n/a | $59.6M | $164 | n/a | $4.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- G•••••••• I••••••••• G•••• codes 28 50 $102,100 PY2024
- I••••••••• L•••• 23 codes 14 50 $84,218 PY2024
- U•• C••••••••• G•••• codes 11 50 $73,100 PY2024
- A•• C••• P••••••• T•••• ••• I•• codes 28 52 $28,883 PY2024
- Willig Williams & Davidson codes 29 50 $18,754 PY2024
- JBM Computer Consultants codes 49 50 $14,718 PY2024
- Alan Ross & Company, PC codes 10 50 $10,000 PY2024
- M•• B••• - Institutional Retiremen codes 19 50 62 PY2024
- L•••• • G•••••• S•• 5•• C•• F••• Sched. D C $4.5M PY2024
- L•••• & G•••••• M••• A••• Ex US Sched. D C $3.5M PY2024
- L•••• • G•••••• S•• 4•• C•• F••• Sched. D C $843,708 PY2024
- L•••• • G•••••• S•• 6•• C•• F••• Sched. D C $753,409 PY2024
- U•• C••••••••• G•••• codes 11 PY2024
- M•• B••• - Institutional Retiremen codes 19 50 62 $92,881 PY2023
- I••••••••• L•••• 23 codes 14 50 $87,362 PY2023
- G•••••••• I••••••••• G•••• codes 28 50 $70,000 PY2023
- U•• C••••••••• G•••• codes 11 50 $31,700 PY2023
- A•• C••• P••••••• T•••• ••• I•• codes 28 52 $29,073 PY2023
- Willig Williams & Davidson codes 29 50 $16,989 PY2023
- JBM Computer Consultants codes 49 50 $12,065 PY2023
- Alan Ross & Company, PC codes 10 50 $9,750 PY2023
- L•••• & G•••••• M••• A••• Ex US Sched. D C $3.1M PY2023
- L•••• • G•••••• S•• 5•• C•• F••• Sched. D C $4.2M PY2023
- L•••• • G•••••• S•• 6•• C•• F••• Sched. D C $790,623 PY2023
- L•••• • G•••••• S•• 4•• C•• F••• Sched. D C $817,184 PY2023
- U•• C••••••••• G•••• codes 11 PY2023
- G•••••••• I••••••••• G•••• codes 28 50 $147,349 PY2022
- I••••••••• L•••• 23 codes 14 50 $104,809 PY2022
- U•• C••••••••• G•••• codes 11 50 $50,930 PY2022
- Willig Williams & Davidson codes 29 50 $32,502 PY2022
- A•• C••• P••••••• T•••• ••• I•• codes 28 52 $31,921 PY2022
- JBM Computer Consultants codes 49 50 $12,998 PY2022
- Alan Ross & Company, PC codes 10 50 $9,300 PY2022
- M•• B••• - Institutional Retiremen codes 19 50 62 PY2022
- U•• C••••••••• G•••• codes 11 PY2022
What changed
4 events
- Aug 1, 2024Funded status changedI••••••••• L•••• 2• P•••••• P••• funded ratio 94.1% -> 89.0% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedI••••••••• L•••• 2• P•••••• P••• plan assets $60M -> $66M (+10.4%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedI••••••••• L•••• 2• P•••••• P••• total assets $60M -> $66M (+10.3%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedI••••••••• L•••• 2• P•••••• P••• funded ratio 90.3% -> 94.1% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 231990729-001
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.