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
U.A.P.P. Local Union No.142 Pension Plan
Taft-Hartley planRichardson, TX
Assets
$164M
Total assets, Jun 30, 2025 reported
Funded
95.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Joint Board of Trustees of U.A.A.P. 142 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 11.9%
- Registered investment companies 86.6%
Consultants and advisers
2 firms
- RBC Wealth Management Investment adviser (plan)through 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
$111,427 (2024-06) · $122,687 (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 | 1,909 | n/a | n/a | n/a | $164M | $19.5M | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,771 | n/a | n/a | n/a | $146M | $16.4M | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,682 | n/a | n/a | n/a | $127M | $12.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Harper & Pearson Company, PC codes 10 $148,096 PY2024
- Southwest Service Administrators codes 13 $127,259 PY2024
- RBC Capital Markets codes 27 $92,936 PY2024
- Horizon Actuarial Services LLC codes 11 $57,966 PY2024
- Conner & Winters, LLP codes 29 $28,018 PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Southwest Service Administrators codes 13 $112,871 PY2023
- RBC Capital Markets codes 27 $111,427 PY2023
- Horizon Actuarial Services LLC codes 11 $39,840 PY2023
- Harper & Pearson Company, PC codes 10 $31,833 PY2023
- Conner & Winters, LLP codes 29 $20,548 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- RBC Capital Markets codes 27 $122,687 PY2022
- Southwest Service Administrators codes 13 $104,087 PY2022
- Harper & Pearson Company, PC codes 10 $46,967 PY2022
- Horizon Actuarial Services LLC codes 11 $41,666 PY2022
- Conner & Winters, LLP codes 29 $27,116 PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedU.A.P.P. Local Union No.142 Pension Plan total assets $146M -> $164M (+12.2%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedU.A.P.P. Local Union No.142 Pension Plan plan assets $127M -> $146M (+15.1%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedU.A.P.P. Local Union No.142 Pension Plan total assets $127M -> $146M (+15.1%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedU.A.P.P. Local Union No.142 Pension Plan funded ratio 100.2% -> 96.5% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedU.A.P.P. Local Union No.142 Pension Plan plan assets $115M -> $127M (+10.3%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 746181280-001
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.