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••••• G••••••• P•••••• T•••• F•••
Taft-Hartley planAlameda, CA
Assets
$54.1M
Total assets, Dec 31, 2024 reported
Funded
99.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
3 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• H••••• G••••••• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.8%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 2.6%
- U.S. Government securities 5.9%
- Registered investment companies 73.2%
- Common stock 11.5%
Consultants and advisers
2 firms
- C•• F•••••••• G•••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- S•••• Actuarythrough Dec 31, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- U•••••plan years 2024
- F•••• H••••••• B•••plan years 2024
- B••••• P•••••••plan years 2024
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
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 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 | 529 | n/a | n/a | n/a | $54.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The S•••• Company codes $175,282 PY2024
- Group Plan Administrators, Inc. codes $85,153 PY2024
- F•••• H••••••• B••• codes 28 $60,609 PY2024
- C•• F•••••••• G•••• codes 27 $51,785 PY2024
- B••••• P••••••• codes 28 $40,222 PY2024
- Pbgc codes 22 $19,314 PY2024
- MC Group H•••••, Inc. codes 10 $17,277 PY2024
- Yoshida & Associates codes 29 $17,050 PY2024
- U••••• codes 28 $10,167 PY2024
- S•••• codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 990145070-001
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.