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•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T••••
Taft-Hartley planTualatin, OR
Assets
$74.3M
Total assets, Dec 31, 2024 reported
Funded
74.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: B•••• o• T•••••••• E••••••••• L•••• 5••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.5%
- Partnership/joint venture interests 11.8%
- Common/collective trusts 24.9%
- Registered investment companies 42.3%
- Common stock 3.7%
- Real estate (other than employer real property) 9.1%
Consultants and advisers
8 firms
- J••• M••••• I••••••••• M••••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- A••• B••••• a•• A••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W•••• F•••• B••• Custodianthrough Dec 31, 2024 Form 5500
- B•••••••• I••••••••• T•••• C•••• Trusteethrough Dec 31, 2024 Form 5500
- P•••••••• C•••••• S•••••••• Custodianthrough Dec 31, 2024 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- P•••••••• T•••• C•• Custodianthrough Dec 31, 2022 Form 5500
- T•• S•••• C• ••••••• S••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- J••• M••••• C••••3 rows, latest Dec 31, 2024
- B••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- B••••••••plan years 2023
- J••• M••••• I••••••••• M•••••••••plan years 2022
Commitments
6 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, 2024 | J•••• S•••••••• P••••••• F•••collective trust | J••• M••••• C•••• | Real estate | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | B•••••••• T•••• R••••• B••• F•••collective trust | B•••••••• | Fixed income | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | J•••• S•••••••• P••••••• F•••collective trust | J••• M••••• C•••• | Real estate | $8.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | B•••••••• T•••• R••••• B••• F•••collective trust | B•••••••• | Fixed income | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | J•••• S•••••••• P••••••• F•••collective trust | J••• M••••• C•••• | Real estate | $10.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B•••••••• T•••• R••••• B••• F•••collective trust | B•••••••• | Fixed income | $11.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$580,945 (2023-12) · $-11.6M (2022-12)
Investment management fees
$283,098 (2023-12) · $231,856 (2022-12)
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 Dec 31, 2024 | 1,891 | n/a | n/a | n/a | $74.3M | $8.8M | n/a | $6.7M |
| 2023 to Dec 31, 2023 | 1,980 | n/a | n/a | n/a | $74.8M | $8.4M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,050 | n/a | n/a | n/a | $74.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- J••• M••••• I••••••••• M••••••••• codes 27 28 50 51 $349,422 PY2024
- The S•••• Company (western S•••••) codes 11 17 $130,160 PY2024
- Zenith American S•••••••• codes 13 15 38 $86,791 PY2024
- A••• Biler and Associates codes 27 50 $85,750 PY2024
- P•••••••• B••• codes 19 65 $32,373 PY2024
- B•••••••• I••••••••• Trust codes 21 24 28 50 51 $26,599 PY2024
- Platform CPAS, LLP codes 10 $17,276 PY2024
- Ogletree Deakins Et Al codes 29 50 $10,395 PY2024
- W•••• F•••• B••• codes 19 50 $6,969 PY2024
- Jpmorgan S•••••••• P••••••• Trust F Sched. D C $7.4M PY2024
- B•••••••• T•••• R••••• B••• F••• Sched. D C $11.1M PY2024
- S•••• codes 11 PY2024
- JP M••••• Asset Management codes 28 $165,690 PY2023
- S•••• Company codes 11 $112,029 PY2023
- Zenith Administrators, Inc. codes 13 15 $84,000 PY2023
- A••• B••••• & Associates codes 27 $83,603 PY2023
- P•••••••• Trust Company codes 19 $27,538 PY2023
- B•••••••• codes 28 $24,293 PY2023
- Bjorklund & Montplaisir codes 10 $24,130 PY2023
- W•••• F•••• Community B••• codes 65 $5,778 PY2023
- Ogletree Deakins Et Al codes 29 $5,577 PY2023
- Jpmorgan Srategic P••••••• Trust Fd Sched. D C $8.7M PY2023
- B•••••••• T•••• R••••• B••• F••• Sched. D C $12.0M PY2023
- S•••• codes 11 PY2023
- JP M••••• Asset Management codes 28 $113,160 PY2022
- S•••• Company codes 11 $96,848 PY2022
- Zenith Administrators, Inc. codes 13 15 $84,000 PY2022
- A••• B••••• & Associates codes 27 $80,000 PY2022
- P•••••••• Trust Company codes 19 $34,823 PY2022
- Ogletree Deakins Et Al codes 29 $19,668 PY2022
- Bjorklund & Montplaisir codes 10 $17,225 PY2022
- Jpmorgan Srategic P••••••• Trust Fd Sched. D C $10.7M PY2022
- B•••••••• T•••• R••••• B••• F••• Sched. D C $11.3M PY2022
- S•••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceThe S•••• Company (western S•••••) appears on P•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with T•• S•••• C• ••••••• S••••••• I•••askebsa.dol.gov
- Jan 1, 2024Funded status changedP•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T•••• funded ratio 79.4% -> 74.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedB•••••••• appears on P•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T••••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedP•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T•••• funded ratio 82.1% -> 79.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedP•••••• P••• o• t•• E••••••••• L•••• 5•• P•••••• T•••• plan assets $85M -> $69M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930656480-001
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.