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
D•••• E•••••••• U•••• L•••• 1• P•••••• P•••
Taft-Hartley planRancho Cucamonga, CA
Assets
$13.0M
Total assets, Mar 31, 2025 reported
Funded
60.2%
Apr 1, 2023
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: D•••• E•••••••• U•••• L•••• 1• P•••••• P•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.9%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 19.4%
- U.S. Government securities 9.8%
- Registered investment companies 19.1%
- Common stock 29.9%
Consultants and advisers
2 firms
- N•••••••• P•••••• S••••••• Actuarythrough Mar 31, 2025 Form 5500
- N••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••• B••••••• B••• U•••• T••••plan years 2023
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
27 readings
Investment management fees
$71,583 (2024-03) · $72,342 (2023-03)
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 Mar 31, 2025 | 663 | n/a | n/a | n/a | $13.0M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 670 | n/a | n/a | n/a | $13.8M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 699 | n/a | n/a | n/a | $13.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan and Franz Administration codes 14 50 $77,700 PY2024
- C••••••• B••••••• B••• codes 28 51 $73,012 PY2024
- N••• codes 11 50 $33,000 PY2024
- Kraw Law Group codes 29 50 $26,255 PY2024
- Henningfield & Associates, Inc. codes 10 $24,000 PY2024
- C••••••• B••••••• B••• codes 28 51 $71,583 PY2023
- Morgan and Franz Administration codes 14 50 $55,596 PY2023
- Venuti & Associates codes 11 50 $33,000 PY2023
- Henningfield & Associates, Inc. codes 10 $23,000 PY2023
- Kraw Law Group codes 29 50 $18,353 PY2023
- D•••• E•••••••• U•••• L•••• 17 codes 13 $12,000 PY2023
- N••• codes 11 PY2023
- C••••••• B••••••• B••• codes 28 51 $72,342 PY2022
- Morgan and Franz Administration codes 14 50 $57,045 PY2022
- Kraw Law Group codes 29 50 $52,408 PY2022
- Henningfield & Associates, Inc. codes 10 $46,000 PY2022
- Venuti & Associates codes 11 50 $33,000 PY2022
- D•••• E•••••••• U•••• L•••• 17 codes 13 $12,000 PY2022
- N••• codes 11 PY2022
What changed
2 events
- Apr 1, 2023Funded status changedD•••• E•••••••• U•••• L•••• 1• P•••••• P••• funded ratio 66.2% -> 60.2% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedD•••• E•••••••• U•••• L•••• 1• P•••••• P••• plan assets $13M -> $11M (-13.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 956221757-001
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.