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
B•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A••••••
Taft-Hartley planLOS A••••••, CA
Assets
$136M
Total assets, Dec 31, 2024 reported
Funded
88.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: J••••• F••••••••• C•••••• o• G•••••• L•• A••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.4%
- Insurance company general account 4.2%
- Other investments 8.2%
- Partnership/joint venture interests 19.2%
- Common/collective trusts 14.7%
- Pooled separate accounts 0.2%
- Registered investment companies 49.0%
Consultants and advisers
3 firms
- E•••• W•••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- U• B••• Trusteethrough Dec 31, 2022 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)
- H•••••• J••••••• G••••• A•••••••plan years 2022
Commitments
7 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 Dec 31, 2024 | M••••••••• U• G••• M•• M•• R•separate account | M••••••••• | Pooled vehicles | $123,535 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | A••••••••• G••••• E••••• A••• C••collective trust | Global Trust Company | Public equity | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | G•• P••••••• G••••• E••••• F••• C••collective trust | Reliance Trust Company | Public equity | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | M••••••••• U• G••• M•• M•• R•separate account | M••••••••• | Pooled vehicles | $98,960 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | W••••••• G••••• I•••• E••••••• M••103 12 ie | W••••••• Global Investments, LLC | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | M••••••••• U• G••• M•• M•• R•separate account | M••••••••• | Pooled vehicles | $78,837 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | W••••••• G••••• I•••• E••••••• M••103 12 ie | W••••••• Global Investments, LLC | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$214,144 (2023-12) · $459,687 (2022-12)
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 | 1,883 | n/a | n/a | n/a | $136M | $26.2M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,894 | n/a | n/a | n/a | $130M | $33.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,915 | n/a | n/a | n/a | $122M | $27.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E•••• Advisors codes 27 $225,000 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 17 $182,135 PY2024
- Empower Annuity Ins. Co. of America codes 64 $175,000 PY2024
- U.S. B••• Na codes 21 50 62 68 72 $100,810 PY2024
- Mitchell Silberberg & Knupp LLP codes 29 $30,755 PY2024
- Miller Kaplan Arase LLP codes 10 50 $28,000 PY2024
- Arthur J Gallagher Ins. Brokers codes 23 $18,910 PY2024
- MFS Growth 1 Sched. D P $55,790 PY2024
- MM S&p 500(r) Index Svc Sched. D P $123,535 PY2024
- W••••••• G••••• I•••• E••••••• M•• Sched. D E PY2024
- M••••••••• Main Street R5 Sched. D P PY2024
- A••••••••• G••••• E••••• A••• C•• Sched. D C $10.3M PY2024
- G•• P••••••• G••••• E••••• F••• C•• Sched. D C $9.7M PY2024
- Prime Core Value Eq Sched. D P $2,476 PY2024
- M••••••••• Core Bond R5 Sched. D P $35,679 PY2024
- M••••••••• International Eq R5 Sched. D P $15,301 PY2024
- M••••••••• Blue Chip Growth R5 Sched. D P $45,645 PY2024
- M••••••••• Small Cap Opps R5 Sched. D P $5,547 PY2024
- M••••••••• Small Cap Gr Eq R5 Sched. D P $37,512 PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- E•••• Advisors codes 27 $214,144 PY2023
- Empower Annuity Ins. Co. of America codes 64 $175,000 PY2023
- U.S. B••• Na codes 21 50 62 68 72 $92,954 PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 $71,952 PY2023
- Miller Kaplan Arase LLP codes 10 $26,900 PY2023
- Arthur J Gallagher Ins. Brokers codes 22 $18,939 PY2023
- Mitchell Silberberg & Knupp LLP codes 29 $10,580 PY2023
- MFS Growth 1 Sched. D P $42,842 PY2023
- MM S&p 500(r) Index Svc Sched. D P $98,960 PY2023
- W••••••• G••••• I•••• E••••••• M•• Sched. D E $3.9M PY2023
- Prime Core Value Eq Sched. D P $2,122 PY2023
- M••••••••• Core Bond R5 Sched. D P $33,665 PY2023
- M••••••••• International Eq R5 Sched. D P $15,403 PY2023
- M••••••••• Blue Chip Growth R5 Sched. D P $34,115 PY2023
- M••••••••• Main Street R5 Sched. D P $3,408 PY2023
- M••••••••• Small Cap Opps R5 Sched. D P $4,573 PY2023
- M••••••••• Small Cap Gr Eq R5 Sched. D P $32,823 PY2023
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2023
- Empower Annuity Ins. Co. of America codes 64 $222,297 PY2022
- E•••• Advisors codes 27 $203,996 PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 $147,231 PY2022
- U.S. B••• Na codes 21 50 62 68 72 $93,005 PY2022
- H•••••• J••••••• G••••• A••••••• codes 28 51 $33,394 PY2022
- Miller Kaplan Arase LLP codes 10 $26,750 PY2022
- Arthur J Gallagher Ins. Brokers codes 22 $18,098 PY2022
- Mitchell Silberberg & Knupp LLP codes 29 $5,930 PY2022
- Prime Core Value Eq Sched. D P $2,597 PY2022
- M••••••••• Core Bond R5 Sched. D P $32,351 PY2022
- M••••••••• International Eq R5 Sched. D P $14,142 PY2022
- M••••••••• Blue Chip Growth R5 Sched. D P $23,055 PY2022
- M••••••••• Main Street R5 Sched. D P $2,946 PY2022
- M••••••••• Small Cap Gr Eq R5 Sched. D P $28,351 PY2022
- MFS Growth 1 Sched. D P $31,995 PY2022
- MM S&p 500(r) Index Svc Sched. D P $78,837 PY2022
- W••••••• G••••• I•••• E••••••• M•• Sched. D E $3.2M PY2022
- M••••••••• Small Cap Opps R5 Sched. D P $3,953 PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Holding startedB•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A•••••• first reports an interest in A••••••••• G••••• E••••• A••• C••: $10M at 2024-12-31with A••••••••• G••••• E••••• A••• C••askebsa.dol.gov
- Dec 31, 2024Holding startedB•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A•••••• first reports an interest in G•• P••••••• G••••• E••••• F••• C••: $10M at 2024-12-31with G•• P••••••• G••••• E••••• F••• C••askebsa.dol.gov
- Dec 31, 2024Holding endedinferenceB•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A•••••• no longer reports W••••••• G••••• I•••• E••••••• M•• (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with W••••••• G••••• I•••• E••••••• M••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceH•••••• A•••••••• S•••••••, LLC appears on B•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A••••••'s Schedule C as pension consultant (plan year 2024 vs 2023)with H•••••• A•••••••• S•••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceH•••••• J••••••• G••••• A••••••• no longer appears on B•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with H•••••• J••••••• G••••• A•••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedB•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A•••••• funded ratio 89.9% -> 87.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedB•••• P•••••• P••• f•• E•••••••• o• J••••• F••••••••• C•••••• o• G•••••• L•• A•••••• plan assets $139M -> $119M (-14.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 951643388-001
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.