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

C••••••••• I••••••• L••••••• P•••••• F•••

Taft-Hartley planKansas City, MO
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
108.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
25
6 managers on Schedule C
Plan sponsor: C••••••••• I••••••• L••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.0%
  • Non-interest-bearing cash 1.8%
  • Corporate debt instruments (other) 0.1%
  • U.S. Government securities 0.5%
  • Partnership/joint venture interests 15.6%
  • 103-12 investment entities 13.1%
  • Common/collective trusts 33.6%
  • Pooled separate accounts 6.3%
  • Registered investment companies 6.1%
  • Common stock 15.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••••• H•••••• I••••••••• T••••collective trustA•••••• H•••••• I••Pooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$84.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024G•• P••••••• I••••••••• E•••••collective trustReliance Trust CompanyPublic equity$43.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•••••• C••••••••• I••••••••• M••••collective trustSEI Trust CompanyPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024U••••• I••••••••• T•• E••••• F•103 12 ieU••••• I••••••••• A•••••••Infrastructure$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024W•••••• A•••• U• C••• P••• L••103 12 ieW•••••• A•••• U• C••• P••• L••Fixed income$61.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P•••••••• U••• P••••••• S•••separate accountP••••••••Real estate$42.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$23.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M•• E••••••• M•••••• D••• F•••collective trustMFS Trust CompanyPrivate credit$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M••••• S•••••• C••••••••• I••••••••collective trustSEI Trust CompanyPooled vehicles$62.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$91.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•• I••••••••• E••••• T••••103 12 ieL•• I•••• V•••• E••••• T••••Public equity$47.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024P••••••••• D•••••••• E••••• F•••103 12 ieP••••••••• D•••••••• E••••• F•••Public equity$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M•• E••••••• M•••••• D••• F•••collective trustMFS Trust CompanyPrivate credit$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022M••••• S•••••• C••••••••• I••••••••collective trustSEI Trust CompanyPooled vehicles$39.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$76.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•••••• E••••••• M•••••• R••••••• E•collective trustW••••••••• T•••• C••••••Public equity$38.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•• I••••••••• E••••• T••••103 12 ieL•• I•••• V•••• E••••• T••••Public equity$47.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022U••••• I••••••••• T•• E••••• F•103 12 ieU••••• I••••••••• A•••••••Infrastructure$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022W•••••• A•••• U• C••• P••• L••103 12 ieW•••••• A•••• U• C••• P••• L••Fixed income$37.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P•••••••• U••• P••••••• S•••separate accountP••••••••Real estate$79.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S••••••• A•••••• J•separate accountU••••• I••••••••• A•••••••• I•••Pooled vehicles$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022P••••••••• D•••••••• E••••• F•••103 12 ieP••••••••• D•••••••• E••••• F•••Public equity$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••• H•••••• I••••••••• T••••collective trustA•••••• H•••••• I••Pooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$52.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$1.1B Dec 31, 2024 reported Form 5500
$905M (2022-12)
Plan assets
$984M Jan 1, 2024 reported Form 5500
$1.1B (2022-01)
Net assets
$1.0B Dec 31, 2024 reported Form 5500
$901M (2022-12)
Funded ratio
108.9% Jan 1, 2024 reported Form 5500
108.1% (2022-01)
Participants
14,615 Jan 1, 2024 reported Form 5500
14,285 (2022-01)
Contributions
$44.4M Dec 31, 2024 reported Form 5500
$38.1M (2022-12)
Benefits paid
$60.4M Dec 31, 2024 reported Form 5500
$58.1M (2022-12)
Net investment income
$64.4M Dec 31, 2024 reported Form 5500
$-161M (2022-12)
Investment management fees
$3.3M Dec 31, 2024 reported Form 5500
$4.6M (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202414,615n/an/an/a$1.1B$164Mn/an/a
2022 to Dec 31, 202214,285n/an/an/a$905M$146Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Holding started
    C••••••••• I••••••• L••••••• P•••••• F••• first reports an interest in G•• P••••••• I••••••••• E•••••: $43M at 2024-12-31
    with G•• P••••••• I••••••••• E•••••askebsa.dol.gov
  • Dec 31, 2024Holding started
    C••••••••• I••••••• L••••••• P•••••• F••• first reports an interest in M•••••• C••••••••• I••••••••• M••••: $17M at 2024-12-31
    with M•••••• C••••••••• I••••••••• M••••askebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    C••••••••• I••••••• L••••••• P•••••• F••• no longer reports W•••••• E••••••• M•••••• R••••••• E• (W••••••••• T•••• C••••••) (last held $38M at 2022-12-31; absent from the 2024-12-31 filing)
    with W••••••••• T•••• C••••••askebsa.dol.gov
  • Dec 31, 2024Assets changed
    C••••••••• I••••••• L••••••• P•••••• F••• total assets $905M -> $1.1B (+16.1%, 2022-12-31 to 2024-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436060737-001
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.