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

Cement Masons Local Union 681 Pension Plan

Taft-Hartley planHouston, TX
Assets
$9.4M
Total assets, Sep 30, 2025 reported
Funded
2.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Cement Masons Local #681 Pension
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 2.8%
  • Registered investment companies 94.6%
Consultants and advisers
2 firms
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
Total assets
$9.4M Sep 30, 2025 reported Form 5500
$9.6M (2024-09) · $9.3M (2023-09)
Plan assets
$162,871 Oct 1, 2024 reported Form 5500
$101,078 (2023-10) · $78,681 (2022-10)
Net assets
$9.3M Sep 30, 2025 reported Form 5500
$9.6M (2024-09) · $9.3M (2023-09)
Funded ratio
2.4% Oct 1, 2024 reported Form 5500
1.3% (2023-10) · 0.9% (2022-10)
Participants
161 Oct 1, 2024 reported Form 5500
146 (2023-10) · 157 (2022-10)
Contributions
$32,963 Sep 30, 2025 reported Form 5500
$44,198 (2024-09) · $21,955 (2023-09)
Benefits paid
$567,740 Sep 30, 2025 reported Form 5500
$816,414 (2024-09) · $697,377 (2023-09)
Net investment income
$-289,066 Sep 30, 2025 reported Form 5500
$278,727 (2024-09) · $-744,843 (2023-09)
Investment management fees
$30,304 Sep 30, 2025 reported Form 5500
$23,785 (2024-09) · $22,975 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025161n/an/an/a$9.4Mn/an/an/a
2023 to Sep 30, 2024146n/an/an/a$9.6Mn/an/an/a
2022 to Sep 30, 2023157n/an/an/a$9.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Oct 1, 2024Assets changed
    Cement Masons Local Union 681 Pension Plan plan assets $101,078 -> $162,871 (+61.1%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2023Assets changed
    Cement Masons Local Union 681 Pension Plan plan assets $78,681 -> $101,078 (+28.5%, 2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 746091787-001
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.