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
T•••••• P•••••• P•••
Taft-Hartley planSalem, VA
Assets
$43.2M
Total assets, Sep 30, 2025 reported
Funded
122.3%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: T•••• M••••••• A••••••••• I••••••••• L••••••••• A••••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 0.8%
- Common/collective trusts 7.0%
- Registered investment companies 48.7%
- Common stock 40.8%
Consultants and advisers
5 firms
- M•••••• I••••••••• Investment adviser (plan)through Sep 30, 2025 Form 5500
- A•••• C••••••••• Investment adviser (plan)through Sep 30, 2023 Form 5500
- N•• T•••• T•••• C•••••• Custodianthrough Sep 30, 2023 Form 5500
- R•••••• B••• Custodianthrough Sep 30, 2023 Form 5500
- B•• C••••••••• Actuarythrough Sep 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
- N•• T•••• T•••• C••••••3 rows, latest Sep 30, 2025
From Schedule C (investment management, code 28)
- S••••• B••••• • H••••• L••plan years 2024
- K•••• A••••••• R••••••plan years 2023
- L•••• C•••••• M••••••••• I•••plan years 2023
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 Sep 30, 2025 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2023 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$186,950 (2024-09) · $161,498 (2023-09)
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 Sep 30, 2025 | 388 | n/a | n/a | n/a | $43.2M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 374 | n/a | n/a | n/a | $38.5M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 358 | n/a | n/a | n/a | $31.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Lawrence C. Musgrove A••••., Inc. codes 13 $85,740 PY2024
- L•••• C•••••• M••••••••• I••• codes 28 $82,483 PY2024
- B•• C•••••••••, LLC codes 11 $54,733 PY2024
- R•••••• B••• codes 19 28 $36,366 PY2024
- K•••• A••••••• R•••••• codes 28 $32,505 PY2024
- N•• T•••• T•••• C•••••• codes 19 28 $26,924 PY2024
- A••••••• & Reed, LLP codes 10 $20,000 PY2024
- M•••••• I••••••••• codes 27 $18,000 PY2024
- S•••••, B••••• & H••••• codes 28 $14,685 PY2024
- Willig, Williams & Davidson codes 29 $9,972 PY2024
- M••••••••• P••••••• T•••• Sched. D C $3.0M PY2024
- B•• C•••••••••, LLC codes 11 PY2024
- Lawrence C. Musgrove A••••., Inc. codes 13 $85,740 PY2023
- L•••• C•••••• M••••••••• I••• codes 28 $70,889 PY2023
- B•• C•••••••••, LLC codes 11 $56,440 PY2023
- R•••••• B••• codes 19 28 $35,150 PY2023
- N•• T•••• T•••• C•••••• codes 19 28 $26,845 PY2023
- K•••• A••••••• R•••••• codes 28 $22,196 PY2023
- A••••••• & Reed, LLP codes 10 $20,000 PY2023
- A•••• C•••••••••, LLC codes 27 $18,750 PY2023
- Willig, Williams & Davidson codes 29 $17,130 PY2023
- S•••••, B••••• & H••••• codes 28 $13,120 PY2023
- M••••••••• P••••••• T•••• Sched. D C $3.0M PY2023
- B•• C•••••••••, LLC codes 11 PY2023
- Lawrence C. Musgrove A••••., Inc. codes 13 $85,740 PY2022
- B•• C•••••••••, LLC codes 11 $62,605 PY2022
- L•••• C•••••• M••••••••• I••• codes 28 $59,913 PY2022
- N•• T•••• T•••• C•••••• codes 19 28 $30,352 PY2022
- R•••••• B••• codes 19 28 $26,647 PY2022
- K•••• A••••••• R•••••• codes 28 $25,836 PY2022
- A••••••• & Reed, LLP codes 10 $20,000 PY2022
- A•••• C•••••••••, LLC codes 27 $18,750 PY2022
- Willig, Williams & Davidson codes 29 $11,288 PY2022
- M••••••••• P••••••• T•••• Sched. D C $3.3M PY2022
- B•• C•••••••••, LLC codes 11 PY2022
What changed
7 events
- Sep 30, 2025Assets changedT•••••• P•••••• P••• total assets $38M -> $43M (+12.2%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Consultant changedinferenceM•••••• I••••••••• appears on T•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceA•••• C•••••••••, LLC no longer appears on T•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A•••• C•••••••••askebsa.dol.gov
- Oct 1, 2024Assets changedT•••••• P•••••• P••• plan assets $31M -> $38M (+23.1%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedT•••••• P•••••• P••• total assets $31M -> $38M (+23.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Manager relationship startedS•••••, B••••• & H••••• appears on T•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S••••• B••••• • H••••• L••askebsa.dol.gov
- Oct 1, 2023Assets changedT•••••• P•••••• P••• plan assets $28M -> $31M (+10.5%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596145175-001
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.