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.
Taft-Hartley plan
Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan
Taft-Hartley planPittsburgh, PA
Assets
$1.6M
Total assets, Jul 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Beverage Drivers Local Union No. 67
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 14.5%
- Registered investment companies 80.7%
Consultants and advisers
1 firms
- Savasta and Company Actuarythrough Jul 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
18 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 Jul 31, 2025 | 375 | n/a | n/a | n/a | $1.6M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 373 | n/a | n/a | n/a | $1.7M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 378 | n/a | n/a | n/a | $1.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 13 $80,112 PY2024
- Calibre CPA Group, PLLC codes 10 $18,000 PY2024
- Mcchesney & Dale codes 29 $6,690 PY2024
- Zenith American Solutions codes 13 $78,043 PY2023
- Savasta & Company codes 11 $13,000 PY2023
- Calibre CPA Group, PLLC codes 10 $10,000 PY2023
- Mcchesney & Dale codes 29 $9,990 PY2023
- Zenith American Solutions codes 13 $78,655 PY2022
- Savasta & Company codes 11 $16,500 PY2022
- Calibre CPA Group, PLLC codes 10 $10,175 PY2022
- Mcchesney & Dale codes 29 $6,510 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526120041-001
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.