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
P••••••• I••••••• P•••••• F•••
Taft-Hartley planTulsa, OK
Assets
$1.9B
Total assets, Dec 31, 2025 reported
Funded
117.4%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
17
12 managers on Schedule C
Plan sponsor: P••••••• I••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Corporate debt instruments (preferred) 3.0%
- U.S. Government securities 4.2%
- Other investments 0.0%
- Partnership/joint venture interests 3.9%
- Common/collective trusts 75.3%
- Registered investment companies 8.4%
- R••• estate (other than employer real property) 2.1%
Consultants and advisers
4 firms
- S•••• M•••• A••••••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- T•• T•••• C•••••• o• O••••••• Custodianthrough Dec 31, 2025 Form 5500
- A•• C•••••• Trusteethrough Dec 31, 2025 Form 5500
- S•••• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- S•••• S••••• G••••• A••••••• T••••8 rows, latest Dec 31, 2025
- A•• A••••••••• R••• E•••••4 rows, latest Dec 31, 2025
- F••••••• I••••••••• A•••• M•••4 rows, latest Dec 31, 2025
From Schedule C (investment management, code 28)
- F•••• R•••••• G• X••• L•plan years 2025
- B••••• H•••plan years 2025
- M••••••• F••••••••plan years 2025
- S•••• S••••• B••• • T•••• C••••••plan years 2025
- K••••••• T• I••••••••plan years 2025
- O••••••plan years 2025
- M••••• S••••••plan years 2025
- F••••••• M••••••••• T•••• C••••••plan years 2025
- D•••••• S•••••• A•••• M•••••••••plan years 2025
- G••••• I•••••••••plan years 2025
- A•• C•••••• M••••••••• L••plan years 2024
- P•••• P••••••• F•••plan years 2024
- A•• C••••••plan years 2023
Commitments
17 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, 2025 | A•• A••••••••• R••• E••••• F•••collective trust | A•• A••••••••• R••• E••••• | Real estate | $28.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | F••• G•• T••• C••• P••• C•••••••••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $140M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | M••• A••• I•• I•••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $188M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | M••• A••• E• U•• I•• N••••••••• F•collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $222M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | V••••••• I••••••••• T•••• S••••collective trust | V••••••• Fiduciary Trust Company | Public equity | $834M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A•• A••••••••• R••• E••••• F•••collective trust | A•• A••••••••• R••• E••••• | Real estate | $27.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | F••• G•• T••• C••• P••• C•••••••••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $137M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••• A••• I•• I•••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $170M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | M••• A••• E• U•• I•• N••••••••• F•collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $168M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | A•• A••••••••• R••• E••••• F•••collective trust | A•• A••••••••• R••• E••••• | Real estate | $32.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | F••• G•• T••• C••• P••• C•••••••••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $113M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••• A••• I•• I•••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $159M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••• A••• E• U•• I•• N••••••••• F•collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $146M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | A•• A••••••••• R••• E••••• F•••collective trust | A•• A••••••••• R••• E••••• | Real estate | $41.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | F••• G•• T••• C••• P••• C•••••••••collective trust | F••••••• I••••••••• A•••• M••• | Fixed income | $106M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••• A••• I•• I•••• N• F•••collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $143M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••• A••• E• U•• I•• N••••••••• F•collective trust | S•••• S••••• G••••• A••••••• T•••• | Pooled vehicles | $137M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$1.7B (2024-12) · $1.6B (2023-12) · $1.4B (2022-12)
Funded ratio
119.8% (2024-01) · 117.8% (2023-01) · 120.1% (2022-01)
Contributions
$28.9M (2024-12) · $31.0M (2023-12) · $25.4M (2022-12)
Benefits paid
$94.0M (2024-12) · $89.4M (2023-12) · $84.0M (2022-12)
Net investment income
$136M (2024-12) · $156M (2023-12) · $-326M (2022-12)
Investment management fees
$4.4M (2024-12) · $4.0M (2023-12) · $4.1M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 7,849 | n/a | n/a | n/a | $1.9B | $73.6M | n/a | $40.0M |
| 2024 to Dec 31, 2024 | 7,980 | n/a | n/a | n/a | $1.7B | $80.4M | n/a | $39.0M |
| 2023 to Dec 31, 2023 | 7,694 | n/a | n/a | n/a | $1.6B | $84.1M | n/a | $39.3M |
| 2022 to Dec 31, 2022 | 8,059 | n/a | n/a | n/a | $1.4B | $82.2M | n/a | $41.7M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- P••••••• I••••••• Benefit Fund codes 30 50 $2.2M PY2025
- P•••• P••••••• F••• codes 28 51 $1.9M PY2025
- S•••• M•••• A••••••• codes 27 50 $323,454 PY2025
- State S••••• Global Advisors codes 28 51 $277,634 PY2025
- D•••••• S•••••• A•••• M••••••••• codes 28 51 $262,448 PY2025
- A•• C•••••• Management codes 20 21 28 51 $249,819 PY2025
- G••••• I••••••••• codes 28 51 $248,977 PY2025
- F••••••• M••••••••• T•••• C•••••• codes 28 51 $207,010 PY2025
- Employee C codes 30 50 $199,584 PY2025
- B••••• H••• codes 28 51 $165,465 PY2025
- Employee a codes 30 50 $160,748 PY2025
- M••••••• F•••••••• codes 28 51 $111,844 PY2025
- The S•••• Company codes 11 50 $100,355 PY2025
- Employee I codes 30 50 $90,016 PY2025
- Employee J codes 30 50 $84,303 PY2025
- Employee R codes 30 50 $59,814 PY2025
- T•• T•••• C•••••• o• O••••••• codes 18 50 $54,508 PY2025
- Employee K codes 30 50 $52,581 PY2025
- K••••••• T• I•••••••• codes 28 51 $45,303 PY2025
- F•••• R•••••• Fund X•••, L.P. codes 28 51 $39,399 PY2025
- Employee S codes 30 50 $35,662 PY2025
- Rubinbrown LLP codes 10 50 $31,600 PY2025
- Employee X codes 30 50 $30,109 PY2025
- Employee U codes 30 50 $28,223 PY2025
- Employee V codes 30 50 $27,753 PY2025
- Employee W codes 30 50 $25,408 PY2025
- Robein, Urann, Spencer, Et Al codes 29 50 $21,452 PY2025
- O•••••• codes 28 51 $11,144 PY2025
- Bridgeway Benefit Technologies codes 49 50 $10,260 PY2025
- Renaissance Tulsa Hotel codes 49 PY2025
- M••• A••• Imi I•••• N••••••••• Fnd Sched. D C $188M PY2025
- M••• A••• E• U•• I•• N••••••••• F• Sched. D C $222M PY2025
- A•• A••••••••• R••• E••••• F••• Sched. D C $28.8M PY2025
- Vftc I••••••••• S•••• Market Ind Sched. D C $834M PY2025
- F••• G•• T••• C••• P••• C••••••••• Sched. D C $140M PY2025
- S•••• codes 11 PY2025
- P•••• P••••••• F••• codes 28 51 $2.0M PY2024
- P••••••• I••••••• Benefit Fund codes 30 50 $1.4M PY2024
- S•••• M•••• A••••••• codes 27 50 $366,125 PY2024
- G••••• I••••••••• codes 28 51 $345,349 PY2024
- F••••••• M••••••••• T•••• C•••••• codes 28 51 $262,164 PY2024
- A•• C•••••• Management codes 28 51 $248,752 PY2024
- D•••••• S•••••• A•••• M••••••••• codes 28 51 $245,589 PY2024
- State S••••• Global Advisors codes 28 51 $243,362 PY2024
- Employee C codes 30 50 $204,392 PY2024
- O•••••• codes 28 51 $192,893 PY2024
- B••••• H••• codes 28 51 $185,166 PY2024
- Employee a codes 30 50 $162,511 PY2024
- K••••••• T• I•••••••• codes 28 51 $140,696 PY2024
- M••••••• F•••••••• codes 28 51 $127,851 PY2024
- S•••• Select Insurance codes 23 50 $120,435 PY2024
- The S•••• Company codes 11 50 $106,290 PY2024
- Employee I codes 30 50 $87,549 PY2024
- Employee J codes 30 50 $71,182 PY2024
- Tedford Insurance codes 23 50 $64,033 PY2024
- F•••• R•••••• Fund X•••, L.P. codes 28 51 $60,180 PY2024
- Employee R codes 30 50 $57,983 PY2024
- T•• T•••• C•••••• o• O••••••• codes 18 50 $50,287 PY2024
- Employee K codes 30 50 $50,085 PY2024
- Employee S codes 30 50 $34,313 PY2024
- Employee U codes 30 50 $30,778 PY2024
- Rubinbrown LLP codes 10 50 $30,700 PY2024
- Employee V codes 30 50 $29,445 PY2024
- Robein, Urann, Spencer, Et Al codes 29 50 $22,094 PY2024
- Bridgeway Benefit Technologies codes 49 50 $7,881 PY2024
- Renaissance Tulsa Hotel codes 49 PY2024
- M••• A••• Imi I•••• N••••••••• Fnd Sched. D C $170M PY2024
- M••• A••• E• U•• I•• N••••••••• F• Sched. D C $168M PY2024
- A•• A••••••••• R••• E••••• F••• Sched. D C $27.5M PY2024
- F••• G•• T••• C••• P••• C••••••••• Sched. D C $137M PY2024
- S•••• codes 11 PY2024
- P•••• P••••••• F••• codes 28 51 $2.0M PY2023
- O•••••• codes 28 51 $326,407 PY2023
- A•• C•••••• Management codes 28 51 $304,594 PY2023
- S•••• M•••• A••••••• codes 27 50 $302,500 PY2023
- D•••••• S•••••• A•••• M••••••••• codes 28 51 $238,375 PY2023
- F••••••• M••••••••• T•••• C•••••• codes 28 51 $226,052 PY2023
- State S••••• Global Advisors codes 28 51 $213,365 PY2023
- Employee C codes 30 50 $198,536 PY2023
- P••••••• I••••••• Benefit Fund codes 30 50 $165,641 PY2023
What changed
18 events
- Dec 31, 2025Holding startedP••••••• I••••••• P•••••• F••• first reports an interest in V••••••• I••••••••• T•••• S••••: $834M at 2025-12-31with V••••••• I••••••••• T•••• S••••askebsa.dol.gov
- Dec 31, 2025Assets changedP••••••• I••••••• P•••••• F••• total assets $1.7B -> $1.9B (+11.1%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedP••••••• I••••••• P•••••• F••• funded ratio 119.8% -> 117.4% (2024-01-01 to 2025-01-01)
- Dec 31, 2024Manager relationship startedK••••••• T• I•••••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with K••••••• T• I••••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedP••••••• I••••••• P•••••• F••• funded ratio 117.8% -> 119.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedP••••••• I••••••• P•••••• F••• plan assets $1.4B -> $1.6B (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedD•••••• S•••••• A•••• M••••••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with D•••••• S•••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB••••• H••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••• H•••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedP•••• P••••••• F••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M••••• S••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedO•••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with O••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedMeiserow Financial appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M••••••• F••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedG••••• I••••••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with G••••• I•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedF••••••• M••••••••• T•••• C•••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F••••••• M••••••••• T•••• C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedA•• C•••••• Management appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•• C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedF•••• R•••••• Fund X•••, L.P. appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• R•••••• G• X••• L•askebsa.dol.gov
- Dec 31, 2023Assets changedP••••••• I••••••• P•••••• F••• total assets $1.4B -> $1.6B (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedP••••••• I••••••• P•••••• F••• funded ratio 120.1% -> 117.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP••••••• I••••••• P•••••• F••• plan assets $1.7B -> $1.4B (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 736146433-001
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.