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••••••••• L•••• 1•• P•••••• T• F•••
Taft-Hartley planOna, WV
Assets
$81.9M
Total assets, Apr 30, 2025 reported
Funded
88.5%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
9
none on the tape
Plan sponsor: P••••••• • P••••••••• L•••• 1•• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 13.4%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 7.8%
- U.S. Government securities 3.3%
- Other investments 0.4%
- Common/collective trusts 48.7%
- Registered investment companies 10.7%
- Common stock 14.1%
- Preferred stock 0.1%
Consultants and advisers
3 firms
- S••••••• V•••••••• Investment adviser (plan)through Apr 30, 2023 Form 5500
- O•••••• C••••••• • A••••••••• I••• Actuarythrough Apr 30, 2023 Form 5500
- H••••••••• N••••••• B••• Custodianthrough Apr 30, 2023 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
- N•• T•••• T•••• C••••••3 rows, latest Apr 30, 2025
- N•••••••• B••••• T•••• C••••••• N•3 rows, latest Apr 30, 2025
From Schedule C (investment management, code 28)
- M•••••• • N•••••plan years 2023
- N•• T••••plan years 2023
- C•••• C•••• • A•• C••••••plan years 2023
- C••• M••••plan years 2023
- C•••••••• I••••••••• P•••••••plan years 2023
- B••• W•••••••• A•••• M•••••••••plan years 2023
- U••••• B•••plan years 2023
Commitments
9 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 Apr 30, 2025 | A•• A••••••••• R••• E••••• F•••collective trust | C•••• C•••• Trust Company | Real estate | $25.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | N•••••••• B••••• S•••••••• M•••••••collective trust | N•••••••• B••••• T•••• C••••••• N• | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | A•• A••••••••• R••• E••••• F•••collective trust | C•••• C•••• Trust Company | Real estate | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | N•••••••• B••••• S•••••••• M•••••••collective trust | N•••••••• B••••• T•••• C••••••• N• | Pooled vehicles | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | M••••••••• P••••••• T••••collective trust | N•• T•••• T•••• C•••••• | Real estate | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | A•• A••••••••• R••• E••••• F•••collective trust | C•••• C•••• Trust Company | Real estate | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | N•••••••• B••••• S•••••••• M•••••••collective trust | N•••••••• B••••• T•••• C••••••• N• | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$225,992 (2024-04) · $254,521 (2023-04)
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 Apr 30, 2025 | 520 | n/a | n/a | n/a | $81.9M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 540 | n/a | n/a | n/a | $78.3M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 509 | n/a | n/a | n/a | $73.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• and N••••• codes 50 51 $82,419 PY2024
- CS M•••• codes 50 51 $44,981 PY2024
- American Benefit Corporation codes 13 50 $40,082 PY2024
- N•• T•••• codes 50 51 $37,460 PY2024
- C•••• C•••• • A•• C•••••• codes 50 51 $35,782 PY2024
- S••••••• V••••••••s codes 27 50 $24,700 PY2024
- C•••••••• I••••••••• P••••••• codes 50 51 $23,568 PY2024
- Gray, Griffith & Mays Ac codes 10 50 $19,750 PY2024
- O•••••• C••••••• • A••••••••• I••• codes 11 50 $17,000 PY2024
- John F. Dascoli, PLLC codes 29 50 $6,699 PY2024
- A•• A••••••••• R••• E••••• F••• Sched. D C $3.6M PY2024
- M••••••••• P••••••• T•••• Sched. D C $4.2M PY2024
- C•••• C•••• Tr Co Asb Lab Eq Idx Sched. D C $25.4M PY2024
- N•••••••• B••••• S•••••••• Sched. D C $6.7M PY2024
- O••••• C••••••• and Associates Inc codes 11 PY2024
- M•••••• and N••••• codes 51 $66,134 PY2023
- C•••• C•••• • A•• C•••••• codes 50 51 $43,352 PY2023
- American Benefit Corporation codes 13 50 $40,378 PY2023
- N•• T•••• codes 50 51 $39,721 PY2023
- CS M•••• codes 50 51 $38,457 PY2023
- Gray, Griffith & Mays Ac codes 10 50 $18,700 PY2023
- S••••••• V••••••••s codes 27 50 $18,300 PY2023
- O•••••• C••••••• • A••••••••• I••• codes 11 $17,000 PY2023
- H••••••••• B••• codes 19 50 $13,647 PY2023
- GSA B••• W•••••••• codes 50 51 $12,626 PY2023
- C•••••••• I••••••••• P••••••• codes 50 51 $8,781 PY2023
- U••••• B••• codes 50 51 $7,530 PY2023
- John F. Dascoli, PLLC codes 29 50 $6,943 PY2023
- M••••••••• P••••••• T•••• Sched. D C $4.2M PY2023
- C•••• C•••• Tr Co Asb Lab Eq Idx Sched. D C $22.7M PY2023
- A•• A••••••••• R••• E••••• F••• Sched. D C $3.9M PY2023
- N•••••••• B••••• S•••••••• Sched. D C $6.1M PY2023
- O••••• C••••••• and Associates Inc codes 11 PY2023
- M•••••• and N••••• codes 51 $58,842 PY2022
- N•• T•••• codes 50 51 $45,345 PY2022
- C•••• C•••• • A•• C•••••• codes 50 51 $40,780 PY2022
- American Benefit Corporation codes 13 50 $36,168 PY2022
- CS M•••• codes 50 51 $34,261 PY2022
- GSA B••• W•••••••• codes 50 51 $21,330 PY2022
- C•••••••• I••••••••• P••••••• codes 50 51 $20,667 PY2022
- S••••••• V••••••••s codes 27 50 $20,500 PY2022
- O•••••• C••••••• • A••••••••• I••• codes 11 $16,250 PY2022
- Gray, Griffith & Mays Ac codes 10 50 $15,700 PY2022
- H••••••••• B••• codes 19 50 $14,811 PY2022
- U••••• B••• codes 50 51 $7,464 PY2022
- Mountain State Insurance Agency codes 23 $5,027 PY2022
- Multi Employer P••••••• Trust Sched. D C $5.0M PY2022
- C•••• C•••• Tr Co Asb Lab Eq Idx Sched. D C $19.4M PY2022
- A•• A••••••••• R••• E••••• F••• Sched. D C $5.0M PY2022
- N•••••••• B••••• Sstrategic Sched. D C $5.8M PY2022
- O••••• C••••••• and Associates Inc codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556029095-001
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.