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
U••• G••••••••• E••••• S••••••••• B•••••• P•••••• F•••
Taft-Hartley planSparks, MD
Assets
$103,275
Total assets, Dec 31, 2024 reported
Funded
100.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• U••• G••••••••• E••••• S••••••••• B•••••• P••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 53.5%
Consultants and advisers
2 firms
- C•••••• Actuarythrough Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 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
22 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 Dec 31, 2024 | 13,045 | n/a | n/a | n/a | $103,275 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 13,264 | n/a | n/a | n/a | $103,815 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 14,381 | n/a | n/a | n/a | $298,403 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Associated Administrators, LLC codes 13 50 $58,012 PY2024
- C•••••• Inc codes 11 50 $23,628 PY2024
- Schulte Roth & Zabel codes 29 50 $12,160 PY2024
- Schmitz Press Inc codes 38 50 $11,141 PY2024
- Slevin & Hart codes 29 50 $10,794 PY2024
- Proskauer Rose LLP codes 29 50 $5,594 PY2024
- M•••••••• I••• codes 11 PY2024
- Associated Administrators, LLC codes 13 50 $65,263 PY2023
- Schulte Roth & Zabel codes 29 50 $35,894 PY2023
- Proskauer Rose LLP codes 29 50 $30,684 PY2023
- Calibre CPA Group, PLLC codes 10 50 $25,215 PY2023
- Slevin & Hart codes 29 50 $13,098 PY2023
- C•••••• Inc codes 11 50 $10,462 PY2023
- C••••••, Inc codes 11 PY2023
- Associated Administrators, LLC codes 13 50 $61,847 PY2022
- Proskauer Rose LLP codes 29 50 $48,234 PY2022
- Slevin & Hart codes 29 50 $35,293 PY2022
- C•••••• Inc codes 11 50 $30,219 PY2022
- Calibre CPA Group, PLLC codes 10 50 $26,185 PY2022
- Schulte Roth & Zabel codes 29 50 $15,748 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2024Assets changedU••• G••••••••• E••••• S••••••••• B•••••• P•••••• F••• plan assets $69,675 -> $38,122 (-45.3%, 2022-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedU••• G••••••••• E••••• S••••••••• B•••••• P•••••• F••• total assets $298,403 -> $103,815 (-65.2%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 862113060-001
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.