Texas Heart Institute Retirement Plan
Corporate pension, based in Houston, Texas, reporting $7.5M in assets, for 174 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Texas Heart Institute Retirement Plan funded ratio 112.3% -> 110.1% (2023-10-01 to 2024-10-01).
27 more commitments
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- 1-10 Yr Intermed Govt Bond Inx Fd3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- NT Collective Emerging Mkts Index F3 commitments
- Northern Trust Investments, Inc.30 commitments
Relationship network
26 connected entities30 observed commitments11 repeat counterpartiescommitments 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 88.3%
- Registered investment companies 11.7%
Consultants and advisers
- Mercer Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.30 rows, latest Sep 30, 2025
What changed
- Oct 1, 2024Funded status changedTexas Heart Institute Retirement Plan funded ratio 112.3% -> 110.1% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedTexas Heart Institute Retirement Plan plan assets $6M -> $8M (+16.8%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceTexas Heart Institute Retirement Plan no longer reports NT Collective Quant Enhanced Eafe F (Northern Trust Collective Eafe Inde) (last held $928,880 at 2023-09-30; absent from the 2024-09-30 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
- Sep 30, 2024Holding startedTexas Heart Institute Retirement Plan first reports an interest in NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde): $904,012 at 2024-09-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Sep 30, 2024Assets changedTexas Heart Institute Retirement Plan total assets $6M -> $8M (+16.8%, 2023-09-30 to 2024-09-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | 1-10 Yr Intermed Govt Bond Inx Fdcollective trust | Northern Trust Investments, Inc. | Fixed income | $736,237 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $892,089 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | NT Collective Eafe Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $826,904 held | Disclosed holding | askebsa.dol.gov |
+27 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 174 | $7.5M | $6.1M | 110.1% | $7.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 180 | $6.4M | $6.1M | 112.3% | $7.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 188 | $6.9M | $6.6M | 113.1% | $6.4M | Not disclosed | Not disclosed | Not disclosed |
- Northern Trust Company codes 26 65 99 $37,590 PY2024
- NT Collective S&p 500 Index Fund Sched. D C $892,089 PY2024
- NT Collective Eafe Index Fund Sched. D C $826,904 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Holding in a pooled vehicle ended2024-09-30source on record
+2 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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.