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
I•••• L•••• N•• 3• P•••••• P•••
Taft-Hartley planIndianapolis, IN
Assets
$12.9M
Total assets, Aug 31, 2025 reported
Funded
113.2%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: T••••••• o• I•••• L•••• N•• 3•
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Other investments 48.6%
- Partnership/joint venture interests 3.2%
- Registered investment companies 11.9%
- Common stock 32.1%
- Real estate (other than employer real property) 2.5%
Consultants and advisers
1 firms
- U••••• A•••••••• S•••••••• I••• Actuarythrough Aug 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)
- 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
$72,523 (2024-08) · $63,500 (2023-08)
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 Aug 31, 2025 | 344 | n/a | n/a | n/a | $12.9M | $417,764 | n/a | $325,000 |
| 2023 to Aug 31, 2024 | 299 | n/a | n/a | n/a | $11.7M | $375,464 | n/a | $325,000 |
| 2022 to Aug 31, 2023 | 276 | n/a | n/a | n/a | $9.9M | $332,685 | n/a | $236,000 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RW B•••• codes 28 50 $74,167 PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 50 $36,250 PY2024
- Cliftonlarsonallen, LLP codes 10 50 $27,987 PY2024
- Ledbetter Parisi LLC codes 29 50 $13,433 PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 PY2024
- RW B•••• codes 28 50 $72,523 PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 50 $32,300 PY2023
- Cliftonlarsonallen, LLP codes 10 50 $25,200 PY2023
- Ledbetter Parisi LLC codes 29 50 $8,630 PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 PY2023
- RW B•••• codes 28 50 $63,500 PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 50 $41,600 PY2022
- Cliftonlarsonallen, LLP codes 10 50 $18,065 PY2022
- Ledbetter Parisi LLC codes 29 50 $9,216 PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 PY2022
What changed
5 events
- Aug 31, 2025Assets changedI•••• L•••• N•• 3• P•••••• P••• total assets $12M -> $13M (+10.4%, 2024-08-31 to 2025-08-31)
- Sep 1, 2024Funded status changedI•••• L•••• N•• 3• P•••••• P••• funded ratio 107.2% -> 113.2% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedI•••• L•••• N•• 3• P•••••• P••• plan assets $10M -> $12M (+18.7%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedI•••• L•••• N•• 3• P•••••• P••• total assets $10M -> $12M (+18.7%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedI•••• L•••• N•• 3• P•••••• P••• funded ratio 104.6% -> 107.2% (2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351543615-001
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.