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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Taft-Hartley plan
P•••••• P••• f•• E•••••••• o• t•• S•••••• E••••••• I•••• U••••
Taft-Hartley planWashington, DC
Assets
$371M
Total assets, Dec 31, 2024 reported
Funded
104.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: S•••••• E•••••••• I••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Master trust investment accounts 98.7%
Consultants and advisers
6 firms
- M•••••••• A••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- G•••••••• F•••••••• A••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- P••• R••• E••••• Custodianthrough Dec 31, 2022 Form 5500
- A••••••••• B••• o• N•• Y••• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
11 managers on Schedule C
From Schedule C (investment management, code 28)
- L••• C•••••• M•••••• L••plan years 2024
- N••••••• I••••••••• S••• o• A•••plan years 2022
- S•••• S••••• G••••• A•••••••plan years 2022
- B•• M•••••plan years 2022
- B••••plan years 2022
- R•••••••• A••••••• C•••plan years 2022
- P••• C••••••plan years 2022
- P••••••••• D•••••••• E•••••plan years 2022
- U•••• L•••• L••• I•••••••• C••••••plan years 2022
- L• C•••••• G••••plan years 2022
- A•• C•••••• M••••••••• L••plan years 2022
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
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 Dec 31, 2024 | 4,614 | n/a | n/a | n/a | $371M | n/a | $366M | n/a |
| 2023 to Dec 31, 2023 | 4,539 | n/a | n/a | n/a | $339M | n/a | $335M | n/a |
| 2022 to Dec 31, 2022 | 4,553 | n/a | n/a | n/a | $310M | n/a | $304M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Seiu National Industry Pension P••• codes 13 $422,775 PY2024
- P••• R••• E••••• codes 19 28 51 $167,455 PY2024
- The S•••• Company codes 11 17 23 $152,464 PY2024
- S•••• S••••• G••••• A••••••• codes 28 51 $57,088 PY2024
- National Investment S••••••s codes 28 51 $47,872 PY2024
- M•••••••• Advisors codes 27 50 $42,466 PY2024
- U•••• L•••• L••• I•••••••• C•••••• codes 28 51 68 $39,864 PY2024
- Mooney Green Saidon Murphy & Welch codes 29 50 $24,000 PY2024
- Calibre CPA Group, PLLC codes 10 50 $21,500 PY2024
- B•• M••••• codes 28 51 $17,984 PY2024
- B•••• codes 28 51 $17,499 PY2024
- R•••••••• Advisors codes 28 51 68 $15,179 PY2024
- A••••••••• B••• codes 19 51 52 $14,321 PY2024
- P••• C•••••• codes 28 51 $14,272 PY2024
- L••• Capital Asset Management codes 28 51 $11,219 PY2024
- L• C•••••• G•••• codes 28 51 $9,045 PY2024
- P••••••••• D•••••••• E••••• codes 28 51 $7,492 PY2024
- G•••••••• F•••••••• A••••••• codes 27 50 $7,387 PY2024
- Seiu Pension P••• Master Trust Sched. D M $366M PY2024
- S•••• codes 11 PY2024
- Seiu National Industry Pension P••• codes 13 $371,973 PY2023
- The S•••• Company codes 11 17 23 $154,167 PY2023
- P••• R••• E••••• codes 19 28 51 $147,708 PY2023
- M•••••••• Advisors codes 27 50 $40,760 PY2023
- S•••• S••••• G••••• A••••••• codes 28 51 $40,446 PY2023
- National Investment S••••••s codes 28 51 $34,338 PY2023
- U•••• L•••• L••• I•••••••• C•••••• codes 28 51 68 $24,844 PY2023
- Mooney Green Saidon Murphy & Welch codes 29 50 $24,000 PY2023
- Calibre CPA Group, PLLC codes 10 50 $21,500 PY2023
- B•• M••••• codes 28 51 $19,187 PY2023
- A••••••••• B••• codes 19 51 52 $16,134 PY2023
- B•••• codes 28 51 $15,577 PY2023
- R•••••••• Advisors codes 28 51 68 $14,267 PY2023
- P••• C•••••• codes 28 51 $11,294 PY2023
- L• C•••••• G•••• codes 28 51 $7,049 PY2023
- G•••••••• F•••••••• A••••••• codes 27 50 $6,985 PY2023
- P••••••••• D•••••••• E••••• codes 28 51 $5,811 PY2023
- Seiu Pension P••• Master Trust Sched. D M $335M PY2023
- S•••• codes 11 PY2023
- Seiu National Industry Pension P••• codes 13 $400,588 PY2022
- The S•••• Company codes 11 17 23 $188,937 PY2022
- P••• R••• E••••• codes 19 28 51 $135,855 PY2022
- M•••••••• Advisors codes 27 50 $41,761 PY2022
- National Investment S••••••s codes 28 51 $41,065 PY2022
- S•••• S••••• G••••• A••••••• codes 28 51 $36,873 PY2022
- Mooney Green Saidon Murphy & Welch codes 29 50 $24,000 PY2022
- Calibre CPA Group, PLLC codes 10 50 $19,500 PY2022
- B•• M••••• codes 28 51 $18,554 PY2022
- A••••••••• B••• codes 19 51 52 $17,809 PY2022
- B•••• codes 28 51 $16,496 PY2022
- U•••• L•••• L••• I•••••••• C•••••• codes 28 51 68 $15,908 PY2022
- R•••••••• Advisors codes 28 51 68 $14,307 PY2022
- P••• C•••••• codes 28 51 $10,070 PY2022
- ASB Capital Management codes 28 51 $9,288 PY2022
- P••••••••• D•••••••• E••••• codes 28 51 $7,951 PY2022
- G•••••••• F•••••••• A••••••• codes 27 50 $7,164 PY2022
- L• C•••••• G•••• codes 28 51 $6,058 PY2022
- Seiu Pension P••• Master Trust Sched. D M $304M PY2022
- S•••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Manager relationship startedL••• Capital Asset Management appears on P•••••• P••• f•• E•••••••• o• t•• S•••••• E••••••• I•••• U••••'s Schedule C as investment manager (plan year 2024 vs 2023)with L••• C•••••• M•••••• L••askebsa.dol.gov
- Jan 1, 2024Funded status changedP•••••• P••• f•• E•••••••• o• t•• S•••••• E••••••• I•••• U•••• funded ratio 109.9% -> 104.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceASB Capital Management no longer appears on P•••••• P••• f•• E•••••••• o• t•• S•••••• E••••••• I•••• U••••'s Schedule C as investment manager (plan year 2023 vs 2022)with A•• C•••••• M••••••••• L••askebsa.dol.gov
- Jan 1, 2023Assets changedP•••••• P••• f•• E•••••••• o• t•• S•••••• E••••••• I•••• U•••• plan assets $361M -> $310M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 360852885-001
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.