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
M•••• T••••• I••••••• P•••••• P•••
Taft-Hartley planLOS Angeles, CA
Assets
$372,455
Total assets, Oct 31, 2025 reported
Funded
100.0%
Nov 1, 2023
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: M•••• T••••• I••••••• P•••••• P•••
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
3 firms
- N••••• Actuarythrough Oct 31, 2025 Form 5500
- K••••••• L•• Actuarythrough Oct 31, 2023 Form 5500
- M••••••••• G••••••• L•• Directed trusteethrough Oct 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
26 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 Oct 31, 2025 | 461 | n/a | n/a | n/a | $372,455 | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 476 | n/a | n/a | n/a | $284,193 | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 483 | n/a | n/a | n/a | $325,225 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit P•••s, Inc. codes 13 $91,180 PY2024
- Kkaj codes 10 $9,850 PY2024
- Slevin & Hart codes 29 $4,144 PY2024
- Martha Henrickson codes 25 $1,138 PY2024
- N••••• codes 11 $800 PY2024
- N••••• codes 11 PY2024
- Benefit P•••s, Inc. codes 13 $124,043 PY2023
- Kkaj codes 10 $5,585 PY2023
- K••••••, Inc. codes 11 $800 PY2023
- Slevin & Hart codes 29 $735 PY2023
- M••••••••• G••••••• L•• codes 25 $298 PY2023
- K••••••, Inc. codes 11 PY2023
- Benefit P•••s, Inc. codes 13 $108,888 PY2022
- Kkaj codes 10 $11,735 PY2022
- William J. Grimm codes 25 $2,030 PY2022
- K••••••, Inc. codes 11 $238 PY2022
- K••••••, Inc. codes 11 PY2022
What changed
3 events
- Oct 31, 2025Assets changedM•••• T••••• I••••••• P•••••• P••• total assets $284,193 -> $372,455 (+31.1%, 2024-10-31 to 2025-10-31)
- Nov 1, 2024Assets changedM•••• T••••• I••••••• P•••••• P••• plan assets $1 -> $0 (-100.0%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedM•••• T••••• I••••••• P•••••• P••• total assets $325,225 -> $284,193 (-12.6%, 2023-10-31 to 2024-10-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516031408-001
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.