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.
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Corporate pension
S•••• F•••••••• C••••• U•••• E•••••••• P•••••• P•••
Corporate pensionHouston, TX
Assets
$52.0M
Total assets, Dec 31, 2024 reported
Funded
106.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: S•••• F•••••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 19.4%
- Pooled separate accounts 80.6%
Consultants and advisers
2 firms
- S••••••• F•••••••• G•••• Custodianthrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- S••••••• R••••••••• S•••••••3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $41.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $37.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $34.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
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 Dec 31, 2024 | 301 | $47.9M | $25.1M | 106.2% | $52.0M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 332 | $44.8M | $25.0M | 103.6% | $47.9M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 319 | $53.5M | $23.3M | 128.8% | $44.8M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 12 15 18 $73,753 PY2024
- Pooled S••••••• A•••••• a• Sched. D P $41.9M PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- S••••••• F•••••••• G•••• codes 12 15 18 $57,644 PY2023
- Pooled S••••••• A•••••• a• Sched. D P $37.7M PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- S••••••• F•••••••• G•••• codes 12 15 18 $62,390 PY2022
- Pooled S••••••• A•••••• a• Sched. D P $34.2M PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedS•••• F•••••••• C••••• U•••• E•••••••• P•••••• P••• funded ratio 103.6% -> 106.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedS•••• F•••••••• C••••• U•••• E•••••••• P•••••• P••• funded ratio 128.8% -> 103.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••• F•••••••• C••••• U•••• E•••••••• P•••••• P••• plan assets $54M -> $45M (-16.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 740695355-004
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.