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
I•••• S•••••••• E••••••••• P•••••• P•••
Taft-Hartley planPortland, OR
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
2.2%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: B• o• T••••••• o• I•••• S•••••••• E•••••••• • L••••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.1%
- Common/collective trusts 84.5%
- Registered investment companies 5.9%
Consultants and advisers
4 firms
- P••••• I•••••••• General consultantthrough Dec 31, 2022 Form 5500
- V•••• I••••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Custodianthrough 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
1 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, 2022 | U••••• S•• F•••• I••••• C••collective trust | Hand Benefits & Trust Company | Fixed income | $12.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
19 readings
Investment management fees
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 | 791 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 781 | n/a | n/a | n/a | $14.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The William C. Earhart Co., Inc. codes 13 50 $109,758 PY2023
- M•••••••• I••• codes 11 17 50 $90,157 PY2023
- Withumsmith+brown, PC codes 10 50 $32,616 PY2023
- U• B•••, N.A. codes 19 49 50 72 $23,355 PY2023
- Turner, Stoeve & Gagliardi, P.S. codes 29 50 $20,410 PY2023
- Oregon L••••••• Administrative LLC codes 49 50 $14,875 PY2023
- Iron Mountain codes 49 50 $6,628 PY2023
- U••••• S•• F•••• I••••• C•• Sched. D C PY2023
- M•••••••• I••• codes 11 PY2023
- The William C. Earhart Co., Inc. codes 13 50 $77,544 PY2022
- M•••••••• I••• codes 11 17 50 $57,841 PY2022
- Withumsmith+brown, PC codes 10 50 $28,024 PY2022
- U• B•••, N.A. codes 19 49 50 72 $21,310 PY2022
- P••••• I•••••••• codes 16 22 50 $11,036 PY2022
- Turner, Stoeve & Gagliardi, P.S. codes 29 50 $10,480 PY2022
- V•••• codes 27 51 $5,000 PY2022
- U••••• S•• F•••• I••••• C•• Sched. D C $12.4M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2023Consultant changedinferenceP••••• I•••••••• no longer appears on I•••• S•••••••• E••••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with P••••• I••••••••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceV•••• no longer appears on I•••• S•••••••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with V•••• I••••••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Assets changedI•••• S•••••••• E••••••••• P•••••• P••• total assets $15M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedI•••• S•••••••• E••••••••• P•••••• P••• plan assets $660,718 -> $446,652 (-32.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916145041-001
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.