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
Greenville Plumbers & Pipefitters Pension Fund
Taft-Hartley planSugar Land, TX
Assets
$35.7M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Greenville Plumbers & Pipefitters Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.1%
- U.S. Government securities 5.9%
- Registered investment companies 11.7%
- Common stock 20.5%
Consultants and advisers
4 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Jun 30, 2025 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Jun 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Jun 30, 2023 Form 5500
- Wells Fargo Bank, Na Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
18 readings
Net investment income
$-486,804 (2024-06) · $-592,010 (2023-06)
Investment management fees
$77,266 (2024-06) · $85,155 (2023-06)
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 Jun 30, 2025 | 441 | n/a | n/a | n/a | $35.7M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 486 | n/a | n/a | n/a | $36.0M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 485 | n/a | n/a | n/a | $36.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney codes 19 27 33 49 50 $74,619 PY2024
- Zenith American Solutions codes 13 $60,000 PY2024
- Horizon Actuarial Services codes 11 17 $42,738 PY2024
- Legacy Professionals LLP codes 10 $19,000 PY2024
- Wells Fargo Bank Na codes 18 $7,881 PY2024
- Quinn, Connor, Weaver, Davies & Rou codes 29 $5,166 PY2024
- Morgan Stanley Smith Barney codes 19 27 33 49 50 55 71 72 99 $77,266 PY2023
- Zenith American Solutions codes 13 $60,000 PY2023
- Horizon Actuarial Services codes 11 17 $50,022 PY2023
- Legacy Professionals LLP codes 10 $18,000 PY2023
- Wells Fargo Bank Na codes 18 $7,916 PY2023
- Quinn, Connor, Weaver, Davis & Rouc codes 29 $6,531 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 55 71 72 99 $85,155 PY2022
- Horizon Actuarial Services codes 11 17 $82,429 PY2022
- Zenith American Solutions codes 13 $60,000 PY2022
- Dennis G. Jenkins, CPA codes 10 $15,000 PY2022
- Quinn, Connor, Weaver, Davis & Rouc codes 29 $9,765 PY2022
- Wells Fargo Bank Na codes 18 $8,166 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 576041658-068
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.