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
1•• I••• B•••••• F•••• • P•••••• F•••
Taft-Hartley planHarrisburg, PA
Assets
$74.9M
Total assets, Dec 31, 2023 reported
Funded
94.3%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: I••• 1•• B•••••• F•••• • P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 0.4%
- Other investments 0.7%
- Common/collective trusts 5.9%
- Registered investment companies 90.3%
Consultants and advisers
2 firms
- C••••• A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- M•• B••• Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- P•• A•••• M••••••••• L••plan years 2022
- A•• C•••••• M••••••••• L••plan years 2022
Commitments
2 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 Dec 31, 2023 | A•• A••••••••• R••• E••••• F•••collective trust | Chevy Chase Trust Company | Real estate | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• A••••••••• R••• E••••• F•••collective trust | Chevy Chase Trust Company | Real estate | $5.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 984 | n/a | n/a | n/a | $74.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 981 | n/a | n/a | n/a | $68.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- PFM Advisors codes 28 51 $183,174 PY2023
- D H Evans Tpa DBA Path Admin codes 13 50 $181,200 PY2023
- ASB Capital Mgmt LLC codes 28 51 $49,589 PY2023
- C••••• A••••••••• codes 11 50 $35,800 PY2023
- Willig, Williams & Davidson codes 29 50 $25,130 PY2023
- M & T Inv (wilmington Trust) codes 19 49 50 $24,636 PY2023
- Packer Thomas codes 10 50 $13,292 PY2023
- Fox Rothschild LLP codes 29 50 $5,300 PY2023
- A•• A••••••••• R••• E••••• F••• Sched. D C $4.4M PY2023
- C••••• A•••••••••, Inc. codes 11 PY2023
- PFM Advisors codes 28 51 $182,872 PY2022
- D H Evans Tpa DBA Path Admin codes 13 50 $181,200 PY2022
- ASB Capital Mgmt LLC codes 28 51 $58,275 PY2022
- C••••• A••••••••• codes 11 50 $27,000 PY2022
- M & T Inv (wilmington Trust) codes 19 49 50 $24,835 PY2022
- Packer Thomas codes 10 50 $17,208 PY2022
- Willig, Williams & Davidson codes 29 50 $16,073 PY2022
- Fox Rothschild LLP codes 29 50 $6,258 PY2022
- A•• A••••••••• R••• E••••• F••• Sched. D C $5.8M PY2022
- C••••• A•••••••••, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changed1•• I••• B•••••• F•••• • P•••••• F••• funded ratio 98.4% -> 94.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changed1•• I••• B•••••• F•••• • P•••••• F••• plan assets $82M -> $68M (-16.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236537047-001
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.