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.
Taft-Hartley plan
Texas Iron Workers' Pension Plan
Taft-Hartley planSugar Land, TX
Assets
$264M
Total assets, Mar 31, 2025 reported
Funded
112.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
9
none on the tape
Plan sponsor: Board of Trustees, Texas Iron Workers' Pension Plan
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 5.8%
- U.S. Government securities 7.6%
- Other investments 3.3%
- Partnership/joint venture interests 14.9%
- Common/collective trusts 49.3%
- Common stock 16.3%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Mar 31, 2023 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Mar 31, 2023 Form 5500
- US Bank Custodianthrough Mar 31, 2023 Form 5500
- Segal Consulting Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Loomis Sayles3 rows, latest Mar 31, 2025
- State Street Bank & Trust Company3 rows, latest Mar 31, 2025
- American Core3 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Barrow Hanley Mewhinney & Straussplan years 2023
- Brandywine Global Investment Mgmt.plan years 2023
- Loomis Saylesplan years 2023
- State Street Bank & Trust Companyplan years 2023
- Chartwell Investment Partnersplan years 2023
- Sage Advisory Services Ltd. Co.plan years 2023
Commitments
9 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 Mar 31, 2025 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $21.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SSC Government Money Market Fundcollective trust | State Street Bank & Trust Company | Cash | $103M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | American Core Realty Fundcollective trust | American Core | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $20.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SSC Government Money Market Fundcollective trust | State Street Bank & Trust Company | Cash | $110M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | American Core Realty Fundcollective trust | American Core | Real estate | $6.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Nhit Global Fixed Income Fundcollective trust | Loomis Sayles | Fixed income | $19.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SSC Government Money Market Fundcollective trust | State Street Bank & Trust Company | Cash | $88.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | American Core Realty Fundcollective trust | American Core | Real estate | $7.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$596,751 (2024-03) · $744,765 (2023-03)
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 Mar 31, 2025 | 5,169 | n/a | n/a | n/a | $264M | $39.3M | n/a | n/a |
| 2023 to Mar 31, 2024 | 4,582 | n/a | n/a | n/a | $263M | $39.4M | n/a | n/a |
| 2022 to Mar 31, 2023 | 4,725 | n/a | n/a | n/a | $237M | $43.9M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 14 50 $362,052 PY2024
- Segal Advisors codes 27 50 $240,000 PY2024
- Barrow Hanley codes 28 51 $235,640 PY2024
- Conner & Winters, LP codes 29 50 $87,493 PY2024
- Loomis Sayles codes 28 51 $70,894 PY2024
- State Street Global codes 28 51 $64,706 PY2024
- Harper & Pearson Cpa's codes 10 50 $64,000 PY2024
- The Segal Company codes 11 50 $58,534 PY2024
- Brandywine Global codes 28 51 $41,388 PY2024
- Chartwell Investment Partners codes 28 51 $27,511 PY2024
- Edwards and Leathers, P.C. codes 10 50 $26,000 PY2024
- US Bank codes 18 50 $22,836 PY2024
- Sage Advisory codes 28 51 $16,163 PY2024
- Loomis Sayles Core Plus Fixed Sched. D C $21.0M PY2024
- State Street Global Sched. D C $103M PY2024
- American Reality Sched. D C $5.7M PY2024
- Segal Consulting codes 11 PY2024
- Zenith American Solutions codes 14 50 $335,685 PY2023
- Segal Advisors codes 27 50 $240,000 PY2023
- Barrow Hanley codes 28 51 $167,514 PY2023
- The Segal Company codes 11 50 $106,510 PY2023
- Conner & Winters, LP codes 29 50 $94,687 PY2023
- Harper & Pearson Cpa's codes 10 50 $59,600 PY2023
- Loomis Sayles codes 28 51 $50,982 PY2023
- State Street Global codes 28 51 $42,961 PY2023
- Brandywine Global codes 28 51 $41,324 PY2023
- US Bank codes 18 50 $31,923 PY2023
- Edwards and Leathers, P.C. codes 10 50 $26,000 PY2023
- Chartwell Investment Partners codes 28 51 $20,191 PY2023
- Sage Advisory codes 28 51 $15,524 PY2023
- Loomis Sayles Core Plus Fixed Sched. D C $20.1M PY2023
- State Street Global Sched. D C $110M PY2023
- American Reality Sched. D C $6.1M PY2023
- Segal Consulting codes 11 PY2023
- Zenith American Solutions codes 14 50 $356,815 PY2022
- Barrow Hanley codes 28 51 $283,419 PY2022
- Segal Advisors codes 27 50 $240,000 PY2022
- The Segal Company codes 11 50 $143,984 PY2022
- Harper and Pearson Cpa's codes 10 50 $80,800 PY2022
- Loomis Sayles codes 28 51 $69,885 PY2022
- Conner & Winters codes 29 50 $66,318 PY2022
- State Street Global codes 28 51 $52,775 PY2022
- Brandywine Global codes 28 51 $51,919 PY2022
- Edwards and Leathers, P.C. codes 10 50 $26,000 PY2022
- US Bank codes 18 50 $20,000 PY2022
- Chartwell Investment Partners codes 28 51 $13,767 PY2022
- Sage Advisory codes 28 51 $12,999 PY2022
- Loomis Sayles Core Plus Fixed Sched. D C $19.7M PY2022
- State Street Global Sched. D C $88.9M PY2022
- American Reality Sched. D C $7.0M PY2022
- Segal Consulting codes 11 PY2022
What changed
5 events
- Apr 1, 2024Funded status changedTexas Iron Workers' Pension Plan funded ratio 106.3% -> 112.7% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedTexas Iron Workers' Pension Plan plan assets $237M -> $262M (+10.9%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedTexas Iron Workers' Pension Plan total assets $237M -> $263M (+10.8%, 2023-03-31 to 2024-03-31)
- Apr 1, 2023Funded status changedTexas Iron Workers' Pension Plan funded ratio 103.4% -> 106.3% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedTexas Iron Workers' Pension Plan plan assets $265M -> $237M (-10.5%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741905198-001
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.