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.

Corporate pension

Retirement Plan for Hourly Employees Lehigh Cement Company LP

Corporate pensionBuda, TX
Assets
$10.9M
Total assets, Dec 31, 2024 reported
Funded
105.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
37
none on the tape
Plan sponsor: Texas Lehigh Cement Company LP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Common/collective trusts 77.9%
  • Registered investment companies 18.9%
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
37 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Allspring Core Bond Cit Fcollective trustAllspring Collective Investment FundsFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/ab Large Cap Growth Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$428,021 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock Intl Eqty Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$439,747 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Collective Investment FundsPooled vehicles$754,866 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/blackrock S&p 500 Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/causeway International Vacollective trustPrincipal Collective Investment FundsPooled vehicles$329,378 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/dodge & Cox Intermediatecollective trustPrincipal Collective Investment FundsPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfg/federated Total Return Bond Citcollective trustPrincipal Collective Investment FundsFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/mfs Value Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$345,267 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$428,211 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/t. Rowe Price Institutioncollective trustPrincipal Collective Investment FundsPooled vehicles$346,909 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$431,358 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Allspring Core Bond Cit Fcollective trustAllspring Collective Investment FundsFixed income$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/ab Large Cap Growth Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$436,897 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock Intl Eqty Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$435,526 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Collective Investment FundsPooled vehicles$749,969 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/blackrock S&p 500 Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/causeway International Vacollective trustPrincipal Collective Investment FundsPooled vehicles$321,829 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/dodge & Cox Intermediatecollective trustPrincipal Collective Investment FundsPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pfg/federated Total Return Bond Citcollective trustPrincipal Collective Investment FundsFixed income$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/mfs Value Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$344,928 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$430,929 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/t. Rowe Price Institutioncollective trustPrincipal Collective Investment FundsPooled vehicles$348,012 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$425,848 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring Core Bond Cit Fcollective trustAllspring Collective Investment FundsFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Allspring Growth Cit Ncollective trustAllspring Collective Investment FundsPooled vehicles$146,879 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock Intl Eqty Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$382,158 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p Mc Indx Citcollective trustPrincipal Collective Investment FundsPooled vehicles$657,880 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/blackrock S&p 500 Indexcollective trustPrincipal Collective Investment FundsPooled vehicles$976,600 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/causeway International Vacollective trustPrincipal Collective Investment FundsPooled vehicles$288,640 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/dodge & Cox Intermediatecollective trustPrincipal Collective Investment FundsPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pfg/federated Total Return Bond Citcollective trustPrincipal Collective Investment FundsFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/mfs Value Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$300,316 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pfg/multi-Manager Small Cap Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$375,341 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/t. Rowe Price Institutioncollective trustPrincipal Collective Investment FundsPooled vehicles$300,585 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal/trp Inst Lcg Mgd Cit Fcollective trustPrincipal Collective Investment FundsPooled vehicles$293,916 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Voya Large Cap Growth Cit Ncollective trustPrincipal Collective Investment FundsPublic equity$286,301 heldDisclosed holdingaskebsa.dol.gov
Size and funding
28 readings
Total assets
$10.9M Dec 31, 2024 reported Form 5500
$10.7M (2023-12) · $9.3M (2022-12)
Plan assets
$10.7M Jan 1, 2024 reported Form 5500
$10.0M (2023-01) · $11.7M (2022-01)
Net assets
$10.9M Dec 31, 2024 reported Form 5500
$10.7M (2023-12) · $9.3M (2022-12)
Funded ratio
105.7% Jan 1, 2024 reported Form 5500
108.8% (2023-01) · 114.4% (2022-01)
Funding target
$10.3M Jan 1, 2024 reported Form 5500
$10.1M (2023-01) · $9.7M (2022-01)
Discount rate
5.27% Jan 1, 2024 reported Form 5500
5.36% (2023-01) · 5.53% (2022-01)
Participants
282 Jan 1, 2024 reported Form 5500
303 (2023-01) · 308 (2022-01)
Contributions
$700,000 Dec 31, 2023 reported Form 5500
Benefits paid
$615,040 Dec 31, 2024 reported Form 5500
$568,961 (2023-12) · $564,353 (2022-12)
Net investment income
$267,430 Dec 31, 2024 reported Form 5500
$1.4M (2023-12) · $-2.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024282$10.7M$10.3M105.7%$10.9Mn/an/an/a
2023 to Dec 31, 2023303$10.0M$10.1M108.8%$10.7Mn/an/an/a
2022 to Dec 31, 2022308$11.7M$9.7M114.4%$9.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Delaware Charter Guarantee & Trust codes 24 $47,270 PY2024
  • Allspring Core Bond Cit N Sched. D C $1.3M PY2024
  • Principal/alliance Bernstein Large Sched. D C $428,021 PY2024
  • Principal/blackrock International E Sched. D C $439,747 PY2024
  • Principal/blackrock S&p Midcap Inde Sched. D C $754,866 PY2024
  • Principal/blackrock S&p 500 Index C Sched. D C $1.1M PY2024
  • Principal/causeway International Va Sched. D C $329,378 PY2024
  • Principal/t Rowe Price Institutiona Sched. D C $346,909 PY2024
  • Principal/trowe Price Inst Lcg Mgd Sched. D C $431,358 PY2024
  • Principal/dodge & Cox Intermediate Sched. D C $1.3M PY2024
  • Principal/federated Total Return Bo Sched. D C $1.3M PY2024
  • Principal/mfs Value Cit N Sched. D C $345,267 PY2024
  • Principal/multi-Manager Small Cap C Sched. D C $428,211 PY2024
  • AON, Consulting, Inc. codes 11 PY2024
  • Delaware Charter Guarantee & Trust codes 24 $44,984 PY2023
  • Principal/t Rowe Price Institutiona Sched. D C $348,012 PY2023
  • Allspring Core Bond Cit N Sched. D C $1.2M PY2023
  • Principal/alliance Bernstein Large Sched. D C $436,897 PY2023
  • Principal/blackrock International E Sched. D C $435,526 PY2023
  • Principal/blackrock S&p Midcap Inde Sched. D C $749,969 PY2023
  • Principal/blackrock S&p 500 Index C Sched. D C $1.1M PY2023
  • Principal/causeway International Va Sched. D C $321,829 PY2023
  • Principal/dodge & Cox Intermediate Sched. D C $1.2M PY2023
  • Principal/federated Total Return Bo Sched. D C $1.3M PY2023
  • Principal/mfs Value Cit N Sched. D C $344,928 PY2023
  • Principal/multi-Manager Small Cap C Sched. D C $430,929 PY2023
  • Principal/trowe Price Inst Lcg Mgd Sched. D C $425,848 PY2023
  • AON, Consulting, Inc. codes 11 PY2023
  • Delaware Charter Guarantee & Trust codes 24 $45,939 PY2022
  • Allspring Growth Cit N Sched. D C $146,879 PY2022
  • Principal/blackrock International E Sched. D C $382,158 PY2022
  • Principal/blackrock S&p Midcap Inde Sched. D C $657,880 PY2022
  • Principal/blackrock S&p 500 Index C Sched. D C $976,600 PY2022
  • Principal/voya Large Cap Growth Cit Sched. D C $286,301 PY2022
  • Principal/dodge & Cox Intermediate Sched. D C $1.1M PY2022
  • Principal/federated Total Return Bo Sched. D C $1.1M PY2022
  • Principal/mfs Value Cit N Sched. D C $300,316 PY2022
  • Principal/multi-Manager Small Cap C Sched. D C $375,341 PY2022
  • Principal/t Rowe Price Institutiona Sched. D C $300,585 PY2022
  • Principal/trowe Price Inst Lcg Mgd Sched. D C $293,916 PY2022
  • Principal/causeway International Va Sched. D C $288,640 PY2022
  • Allspring Core Bond Cit N Sched. D C $1.1M PY2022
  • AON, Consulting, Inc. codes 11 PY2022
What changed
7 events
  • Jan 1, 2024Funded status changed
    Retirement Plan for Hourly Employees Lehigh Cement Company LP funded ratio 108.8% -> 105.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Hourly Employees Lehigh Cement Company LP no longer reports Voya Large Cap Growth Cit N (last held $286,301 at 2022-12-31; absent from the 2023-12-31 filing)
    with Voya Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Plan for Hourly Employees Lehigh Cement Company LP first reports an interest in Principal/ab Large Cap Growth Cit N: $436,897 at 2023-12-31
    with Principal/ab Large Cap Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Hourly Employees Lehigh Cement Company LP no longer reports Allspring Growth Cit N (last held $146,879 at 2022-12-31; absent from the 2023-12-31 filing)
    with Allspring Growth Cit Naskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Retirement Plan for Hourly Employees Lehigh Cement Company LP total assets $9M -> $11M (+15.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Hourly Employees Lehigh Cement Company LP funded ratio 114.4% -> 108.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Hourly Employees Lehigh Cement Company LP plan assets $12M -> $10M (-14.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 752109658-002
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.