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
Plumbers & Steamfitters Local 146 Pension Plan
Taft-Hartley planHouston, TX
Assets
$54.0M
Total assets, Jun 30, 2025 reported
Funded
130.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Plumbers & Steamfitters Local 146 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 1.6%
- Partnership/joint venture interests 14.7%
- Registered investment companies 83.1%
Consultants and advisers
4 firms
- Benefit Resources General consultantthrough Jun 30, 2024 Form 5500
- RBC Wealth Management Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Jun 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough 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
30 readings
Investment management fees
$86,589 (2024-06) · $86,125 (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 | 817 | n/a | n/a | n/a | $54.0M | $7.9M | n/a | n/a |
| 2023 to Jun 30, 2024 | 827 | n/a | n/a | n/a | $48.3M | $7.2M | n/a | n/a |
| 2022 to Jun 30, 2023 | 809 | n/a | n/a | n/a | $42.4M | $6.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RBC Wealth Management codes 27 50 72 $79,942 PY2024
- Benefit Resources codes 16 $65,274 PY2024
- Horizon Actuarial Services, LLC codes 11 $52,933 PY2024
- Cliftonlarsonallen, LLP codes 10 $43,446 PY2024
- Connor & Winters codes 29 $39,904 PY2024
- Debbie Foisy codes 13 50 $22,360 PY2024
- Invesco codes 72 $15,084 PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Debbie Foisy codes 14 50 $96,842 PY2023
- RBC Wealth Management codes 27 50 72 $86,589 PY2023
- Horizon Actuarial Services, LLC codes 11 $59,497 PY2023
- Cliftonlarsonallen, LLP codes 10 $32,550 PY2023
- Southwest Service Administrators codes 15 $22,601 PY2023
- Connor & Winters codes 29 $21,495 PY2023
- Invesco codes 72 $16,349 PY2023
- Benefit Resources codes 16 $6,960 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Debbie Foisy codes 14 50 $92,196 PY2022
- RBC Wealth Management codes 27 50 72 $86,125 PY2022
- Horizon Actuarial Services, LLC codes 11 $49,288 PY2022
- Connor & Winters codes 29 $35,642 PY2022
- Southwest Service Administrators codes 15 $30,128 PY2022
- Cliftonlarsonallen, LLP codes 10 $28,540 PY2022
- Invesco codes 72 $15,818 PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
4 events
- Jun 30, 2025Assets changedPlumbers & Steamfitters Local 146 Pension Plan total assets $48M -> $54M (+11.9%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedPlumbers & Steamfitters Local 146 Pension Plan plan assets $42M -> $48M (+13.9%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedPlumbers & Steamfitters Local 146 Pension Plan total assets $42M -> $48M (+13.8%, 2023-06-30 to 2024-06-30)
- Dec 31, 2023Consultant changedinferenceBenefit Resources appears on Plumbers & Steamfitters Local 146 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Benefit Resourcesaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 756043268-001
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.