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••••• F•••••••• W•••••• S•••••••• P•••••• F•••
Taft-Hartley planNashville, TN
Assets
n/a
Total assets, Dec 18, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Feb 28, 2023
Commitments
0
none on the tape
Plan sponsor: U••••• F•••••••• W•••••• S•••••••• P•••••• F•••
Allocation policy
Form 5500, as of Feb 28, 2023
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 97.4%
Consultants and advisers
1 firms
- C•••••• Actuarythrough Feb 28, 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
10 readings
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 18, 2023 | 5,195 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 5,406 | n/a | n/a | n/a | $1.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- United F•••••••• W•••••• Pension Pl codes 49 50 $69,241 PY2023
- United F•••••••• W•••••• of America codes $5,142 PY2023
- United F•••••••• W•••••• Pension Pl codes 49 50 $152,396 PY2022
- C•••••• codes 11 50 $48,682 PY2022
- Rogoff & Company PC codes 10 50 $37,538 PY2022
What changed
1 events
- Dec 18, 2023Assets changedU••••• F•••••••• W•••••• S•••••••• P•••••• F••• total assets $2M -> $0 (-100.0%, 2023-02-28 to 2023-12-18)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 822674654-001
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.