This allocator's name and 1 more adviser

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Taft-Hartley plan in Texas

Taft-Hartley plan· Sugar Land, Texas

Taft-Hartley plan, based in Sugar Land, Texas, reporting $35.7M in assets, for 441 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$35.7M
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$35.7M
Total assets, Jun 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.1%
  • U.S. Government securities 5.9%
  • Registered investment companies 11.7%
  • Common stock 20.5%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
18 readings
Total assets
$35.7M Jun 30, 2025 reported Form 5500
$36.0M (2024-06) · $36.5M (2023-06)
Net assets
$35.7M Jun 30, 2025 reported Form 5500
$36.0M (2024-06) · $36.5M (2023-06)
Participants
441 Jul 1, 2024 reported Form 5500
486 (2023-07) · 485 (2022-07)
Benefits paid
$2.2M Jun 30, 2025 reported Form 5500
$2.3M (2024-06) · $2.4M (2023-06)
Net investment income
-$295,026 Jun 30, 2025 reported Form 5500
-$486,804 (2024-06) · -$592,010 (2023-06)
Investment management fees
$74,619 Jun 30, 2025 reported Form 5500
$77,266 (2024-06) · $85,155 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025441Not disclosedNot disclosedn/a$35.7MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024486Not disclosedNot disclosedn/a$36.0MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023485Not disclosedNot disclosedn/a$36.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: none on file
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.

Not yet on record: funded ratio, fund commitments, managers.

›Connections

every published relationship on the graph

+5 connections on the graph

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