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
S•• L•••• G•••••• A••• P•••••• F•••
Taft-Hartley planChesterfield, MO
Assets
$2.5M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: S•• L•••• G•••••• A••• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 63.5%
- Non-interest-bearing cash 26.5%
- Insurance company general account 7.5%
- Pooled separate accounts 1.2%
Consultants and advisers
2 firms
- P•••••• A••••••••• • C••••••••• Pension consultantthrough Jun 30, 2023 Form 5500
- M•••••••• I••• Actuarythrough Jun 30, 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
- P••••••••3 rows, latest Jun 30, 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 Jun 30, 2025 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $29,590 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $78,765 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | P••• L••••• A••••• S•• A•••••separate account | P•••••••• | Pooled vehicles | $94,064 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
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 Jun 30, 2025 | 2,069 | n/a | n/a | n/a | $2.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 2,137 | n/a | n/a | n/a | $2.5M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 2,203 | n/a | n/a | n/a | $2.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P•••••• A••••••••• • C••••••••• codes 13 15 17 49 $232,298 PY2024
- JW Terrill codes 22 23 $41,653 PY2024
- M••••••• codes 11 $18,634 PY2024
- Sikich CPA LLC codes 10 $13,500 PY2024
- Schuchat Cook & Werner codes 29 $12,467 PY2024
- P•••••••• Mutual Life Insurance Co codes 13 $5,395 PY2024
- P•••••••• L••••• Assets Sep Acct-R6 Sched. D P $29,590 PY2024
- P•••••• A••••••••• • C••••••••• codes 13 15 17 49 $232,526 PY2023
- JW Terrill codes 22 23 $43,207 PY2023
- Sikich LLC codes 10 $12,750 PY2023
- M••••••• codes 11 $10,878 PY2023
- Schuchat Cook & Werner codes 29 $9,572 PY2023
- P•••••••• Mutual Life Insurance Co. codes 13 $5,267 PY2023
- P••• Liqiud Assets Sep Acct-R6 Sched. D P $78,765 PY2023
- P•••••• A••••••••• • C••••••••• codes 13 15 17 49 $232,852 PY2022
- JW Terrill codes 22 23 $46,127 PY2022
- Schuchat Cook & Werner codes 29 $13,628 PY2022
- M••••••• codes 11 $10,250 PY2022
- Sikich LLC codes 10 $8,000 PY2022
- P•••••••• Mutual Life Insurance Co codes 13 $5,433 PY2022
- P••• L••••• Assets Sep Acct-R6 Sched. D P $94,064 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436055751-001
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.