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
W•••••• L••• S••••••• P••••• I••••••• P•••••• P•••
Taft-Hartley planDuluth, MN
Assets
$83.1M
Total assets, Apr 30, 2025 reported
Funded
110.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• • W•••••• L••• S••••••• P••••• I••••••• P••••••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.5%
- Registered investment companies 99.0%
Consultants and advisers
1 firms
- M•••••••• I••• Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- S••••••• P•••••••plan years 2023
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
$239,333 (2024-04) · $220,047 (2023-04)
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 Apr 30, 2025 | 706 | n/a | n/a | n/a | $83.1M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 686 | n/a | n/a | n/a | $75.8M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 663 | n/a | n/a | n/a | $69.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• P••••••• codes 28 $271,142 PY2024
- Taft Stettinius & Hollister LLP codes 29 $151,603 PY2024
- M••••••• codes 11 $119,148 PY2024
- Wilson-Mcshane Corporation codes 10 14 $70,471 PY2024
- Bauman Associates, Ltd codes 10 $20,362 PY2024
- M•••••••, Inc codes 11 PY2024
- S••••••• P••••••• codes 28 $244,680 PY2023
- Taft Stettinius & Hollister LLP codes 29 $172,195 PY2023
- Wilson-Mcshane Corporation codes 10 14 $65,513 PY2023
- M••••••• codes 11 $59,003 PY2023
- Bauman Associates, Ltd codes 10 $11,813 PY2023
- M•••••••• I••• codes 11 PY2023
- S••••••• P••••••• codes 28 $220,047 PY2022
- M••••••• codes 11 $76,920 PY2022
- Taft Stettinius & Hollister LLP codes 29 $74,045 PY2022
- Wilson-Mcshane Corporation codes 10 14 $62,668 PY2022
- Reinhart Boerner van Deuren S.C. codes 29 $49,996 PY2022
- Bauman Associates, Ltd codes 10 $21,319 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
1 events
- May 1, 2024Funded status changedW•••••• L••• S••••••• P••••• I••••••• P•••••• P••• funded ratio 113.1% -> 110.9% (2023-05-01 to 2024-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410882304-001
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.