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
S••••••• I••••••• B••••••••• P•••••• F•••
Taft-Hartley planST Louis, MO
Assets
$26.5M
Total assets, Jun 30, 2025 reported
Funded
99.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: S••••••• I••••••• B••••••••• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.6%
- Partnership/joint venture interests 13.8%
- Registered investment companies 81.0%
- Real estate (other than employer real property) 2.3%
Consultants and advisers
2 firms
- N••••••• I••••••••• S••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- E••• B••••••• Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- S••••••• I••••••• B••••••••• P•••••• F•••plan years 2023
- B•••• B•••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
30 readings
Investment management fees
$42,565 (2024-06) · $53,181 (2023-06)
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 Jun 30, 2025 | 456 | n/a | n/a | n/a | $26.5M | $3.7M | n/a | $605,753 |
| 2023 to Jun 30, 2024 | 460 | n/a | n/a | n/a | $24.2M | $3.3M | n/a | $583,157 |
| 2022 to Jun 30, 2023 | 414 | n/a | n/a | n/a | $22.0M | $2.0M | n/a | $626,360 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E••• B••••••• codes 11 14 $74,214 PY2024
- Marquette Associates codes 28 $34,167 PY2024
- Scheffel Boyle CPAS codes 10 $22,400 PY2024
- Segal Select Insurance codes 53 $16,464 PY2024
- B•••• Wealth Management codes 28 $11,000 PY2024
- N••••••• I••••••••• S••••••• codes 27 $9,571 PY2024
- Hammond and Shinners, P.C. codes 29 $5,563 PY2024
- E••• B••••••• codes 11 PY2024
- E••• B••••••• codes 11 14 $69,235 PY2023
- Marquette Associates codes 28 $35,000 PY2023
- Segal Select Insurance codes 53 $18,061 PY2023
- Scheffel Boyle CPAS codes 10 $11,500 PY2023
- B•••• Wealth Management codes 28 $11,000 PY2023
- Hammond and Shinners, P.C. codes 29 $8,913 PY2023
- N••••••• I••••••••• S••••••• codes 27 $7,565 PY2023
- E••• B••••••• codes 11 PY2023
- E••• B••••••• codes 11 14 $47,207 PY2022
- Marquette Associates codes 28 $35,000 PY2022
- Zenith American Solutions codes 14 $32,729 PY2022
- Segal Select Insurance codes $17,507 PY2022
- Hammond and Shinners, P.C. codes 29 $15,800 PY2022
- B•••• Wealth Management codes 28 $11,000 PY2022
- Scheffel Boyle CPAS codes 10 $10,900 PY2022
- N••••••• I••••••••• S••••••• codes 27 $5,181 PY2022
- E••• B••••••• codes 11 PY2022
What changed
3 events
- Jul 1, 2024Funded status changedS••••••• I••••••• B••••••••• P•••••• F••• funded ratio 92.9% -> 99.4% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedS••••••• I••••••• B••••••••• P•••••• F••• total assets $22M -> $24M (+10.3%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedS••••••• I••••••• B••••••••• P•••••• F••• funded ratio 82.5% -> 92.9% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436130272-001
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.