Keystone Cement Company Retirement Plan for Hourly Employees
Corporate pension, based in Houston, Texas, reporting $17.1M in assets, for 163 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Keystone Cement Company Retirement Plan for Hourly Employees plan assets $16M -> $18M (+12.4%, 2023-10-01 to 2024-10-01).
5 more managers, 34 more commitments and 3 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Principal/trp Inst Lcg Mgd Cit F3 commitments
- Principal/t. Rowe Price Institution3 commitments
- Principal/blackrock S&p 500 Index3 commitments
Relationship network
43 connected entities37 observed commitments19 repeat counterparties19 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Common/collective trusts 96.6%
- Registered investment companies 3.4%
Consultants and advisers
- Principal Custody Solutions Trusteethrough Sep 30, 2024 Form 5500
- AON Consulting, Inc. Actuarythrough Sep 30, 2023 Form 5500
- Wells Fargo Trusteethrough Sep 30, 2023 Form 5500
People
Manager roster
- Blackrock9 rows, latest Sep 30, 2025
- T Rowe Price6 rows, latest Sep 30, 2025
- Allspring4 rows, latest Sep 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- T Rowe Priceplan years
- Voyaplan years
- T. Rowe Price Trust Companyplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Oct 1, 2024Assets changedKeystone Cement Company Retirement Plan for Hourly Employees plan assets $16M -> $18M (+12.4%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceKeystone Cement Company Retirement Plan for Hourly Employees no longer reports Principal/dodge & Cox Intermediate (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)with Principal/dodge & Cox Intermediateaskebsa.dol.gov
- Sep 30, 2024Holding endedinferenceKeystone Cement Company Retirement Plan for Hourly Employees no longer reports Pfg/federated Total Return Bond Cit (last held $1M at 2023-09-30; absent from the 2024-09-30 filing)with Pfg/federated Total Return Bond Citaskebsa.dol.gov
- Sep 30, 2024Holding startedKeystone Cement Company Retirement Plan for Hourly Employees first reports an interest in Liability Driven Solution Cit II: $5M at 2024-09-30with Liability Driven Solution Cit IIaskebsa.dol.gov
- Sep 30, 2024Holding startedKeystone Cement Company Retirement Plan for Hourly Employees first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $10M at 2024-09-30with Wells Fargoaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Liability Driven Solution Cit Icollective trust | Wells Fargo | Pooled vehicles | $10.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/trp Inst Lcg Mgd Cit Fcollective trust | T Rowe Price | Pooled vehicles | $112,464 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Principal/t. Rowe Price Institutioncollective trust | T Rowe Price | Pooled vehicles | $86,555 held | Disclosed holding | askebsa.dol.gov |
+34 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 163 | $17.9M | $16.1M | 100.3% | $17.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 167 | $15.9M | $16.7M | 100.2% | $17.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 172 | $15.4M | $16.8M | 100.5% | $16.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal Custody Solutions codes 21 50 $38,239 PY2024
- AON Consulting codes 28 50 $16,475 PY2024
- Principal/blackrock S&p 500 Index C Sched. D C $295,145 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-10-01source on record
- Holding in a pooled vehicle ended2024-09-30source on record
- Holding in a pooled vehicle ended2024-09-30source on record
+5 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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