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
H••••• I••••••••• S••••••••• P•••••• P•••
Taft-Hartley planHonolulu, HI
Assets
$32.6M
Total assets, Aug 31, 2025 reported
Funded
116.1%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• H••••• I••••••••• S••••••••• P•••••• T••••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 26.0%
- U.S. Government securities 16.8%
- Common stock 53.6%
Consultants and advisers
3 firms
- W•••• F•••• A•••••••• L•• Investment adviser (plan)through Aug 31, 2023 Form 5500
- H••••••• A•••••••• C••••••••• Actuarythrough Aug 31, 2023 Form 5500
- F•••• H••••••• B••• Custodianthrough 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)
- C•••••••• G••••• I•••••••••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
$79,750 (2024-08) · $89,652 (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 | 217 | n/a | n/a | n/a | $32.6M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 216 | n/a | n/a | n/a | $28.9M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 219 | n/a | n/a | n/a | $23.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- C•••••••• G••••• I••••••••• codes 28 $68,353 PY2024
- Pacific Administrators, Inc. codes 10 13 $60,597 PY2024
- H••••••• A•••••••• C••••••••• codes 11 $33,089 PY2024
- W•••• F•••• A•••••••• L•• codes 27 $29,719 PY2024
- Singerlewak LLP codes 10 $22,801 PY2024
- ACW Group LLC codes 22 $10,280 PY2024
- F•••• H••••••• B••• codes 19 $8,520 PY2024
- H••••••• A•••••••• C••••••••• Inc. codes 11 PY2024
- Pacific Administrators, Inc. codes 10 13 $59,219 PY2023
- C•••••••• G••••• I••••••••• codes 28 $45,854 PY2023
- H••••••• A•••••••• C••••••••• codes 11 $31,518 PY2023
- W•••• F•••• A•••••••• L•• codes 27 $25,638 PY2023
- Singerlewak LLP codes 10 $22,372 PY2023
- F•••• H••••••• B••• codes 19 $8,258 PY2023
- H••••••• A•••••••• C••••••••• Inc. codes 11 PY2023
- C•••••••• G••••• I••••••••• codes 28 $62,115 PY2022
- Pacific Administrators, Inc. codes 10 13 $55,247 PY2022
- H••••••• A•••••••• C••••••••• codes 11 $30,602 PY2022
- Lemke, Chinen & Tanaka, CPA, Inc. codes 10 $21,323 PY2022
- W•••• F•••• A•••••••• L•• codes 27 $21,310 PY2022
- YEE & Kawashima, LLLP codes 29 $16,122 PY2022
- F•••• H••••••• B••• codes 19 $6,227 PY2022
- H••••••• A•••••••• C••••••••• Inc. codes 11 PY2022
What changed
6 events
- Aug 31, 2025Assets changedH••••• I••••••••• S••••••••• P•••••• P••• total assets $29M -> $33M (+12.5%, 2024-08-31 to 2025-08-31)
- Sep 1, 2024Funded status changedH••••• I••••••••• S••••••••• P•••••• P••• funded ratio 110.0% -> 116.1% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedH••••• I••••••••• S••••••••• P•••••• P••• plan assets $24M -> $29M (+21.4%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedH••••• I••••••••• S••••••••• P•••••• P••• total assets $24M -> $29M (+21.4%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedH••••• I••••••••• S••••••••• P•••••• P••• funded ratio 118.5% -> 110.0% (2022-09-01 to 2023-09-01)
- Sep 1, 2023Assets changedH••••• I••••••••• S••••••••• P•••••• P••• plan assets $22M -> $24M (+10.7%, 2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990206924-002
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.