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
Mineral Wells Hourly Employees Pension Plan
Corporate pensionFort Worth, TX
Assets
$10.3M
Total assets, Dec 31, 2024 reported
Funded
95.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: Cantex Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Pooled separate accounts 99.5%
Consultants and advisers
1 firms
- Marsh & Mclennan Agency 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
- Principal20 rows, latest Dec 31, 2024
Commitments
20 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 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $587,657 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $412,836 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Short-Term Income Sa-Zseparate account | Principal | Cash | $930,263 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $565,674 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $288,972 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $193,752 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Short-Term Income Sa-Zseparate account | Principal | Cash | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Intl Equity Index Sa-Zseparate account | Principal | Public equity | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Glbl Emerg Markets Sa-Zseparate account | Principal | Pooled vehicles | $515,206 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Smcap S&p 600 Index Sa-Zseparate account | Principal | Pooled vehicles | $247,148 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Midcap S&p 400 Idx Sa-Zseparate account | Principal | Pooled vehicles | $333,668 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Short-Term Income Sa-Zseparate account | Principal | Cash | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 | 203 | $9.9M | $9.2M | 95.4% | $10.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 209 | $8.9M | $9.4M | 83.7% | $9.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 212 | $10.2M | $8.9M | 105.6% | $8.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Life Insurance Company codes 13 50 64 $10,416 PY2024
- Prin Intl Equity Index Sa-R4 Sched. D P $1.2M PY2024
- Prin Intl Emerg Markets Sa-R4 Sched. D P $587,657 PY2024
- Prin Diversified Intl Sa-R4 Sched. D P PY2024
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $2.8M PY2024
- Prin Inflation Protect Sa-R4 Sched. D P $930,263 PY2024
- Prin Bond Mkt Index Sa-R4 Sched. D P $4.3M PY2024
- Prin Smcap S&p 600 Index Sa-R4 Sched. D P PY2024
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $412,836 PY2024
- Marsh & Mclennan Agency codes 11 PY2024
- Principal Life Insurance Company codes 13 50 64 $10,366 PY2023
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $1.7M PY2023
- Prin Intl Equity Index Sa-R4 Sched. D P $1.1M PY2023
- Prin Intl Emerg Markets Sa-R4 Sched. D P $565,674 PY2023
- Prin Diversified Intl Sa-R4 Sched. D P PY2023
- Prin Smcap S&p 600 Index Sa-R4 Sched. D P $288,972 PY2023
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $193,752 PY2023
- Prin Inflation Protect Sa-R4 Sched. D P $2.0M PY2023
- Prin Bond Mkt Index Sa-R4 Sched. D P $3.8M PY2023
- Marsh & Mclennan Agency codes 11 PY2023
- Principal Life Insurance Company codes 13 50 64 $6,061 PY2022
- Prin Intl Emerg Markets Sa-R4 Sched. D P $515,206 PY2022
- Prin Diversified Intl Sa-R4 Sched. D P PY2022
- Prin Lgcap S&p 500 Index Sa-R4 Sched. D P $1.3M PY2022
- Prin Inflation Protect Sa-R4 Sched. D P $1.9M PY2022
- Prin Intl Equity Index Sa-R4 Sched. D P $1.1M PY2022
- Prin Bond Mkt Index Sa-R4 Sched. D P $3.2M PY2022
- Prin Smcap S&p 600 Index Sa-R4 Sched. D P $247,148 PY2022
- Prin Midcap S&p 400 Idx Sa-R4 Sched. D P $333,668 PY2022
- Marsh & Mclennan Agency codes 11 PY2022
What changed
6 events
- Dec 31, 2024Holding endedinferenceMineral Wells Hourly Employees Pension Plan no longer reports Prin Smcap S&p 600 Index Sa-Z (Principal) (last held $288,972 at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Jan 1, 2024Funded status changedMineral Wells Hourly Employees Pension Plan funded ratio 83.7% -> 95.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMineral Wells Hourly Employees Pension Plan plan assets $9M -> $10M (+10.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedMineral Wells Hourly Employees Pension Plan total assets $9M -> $10M (+11.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMineral Wells Hourly Employees Pension Plan funded ratio 105.6% -> 83.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedMineral Wells Hourly Employees Pension Plan plan assets $10M -> $9M (-12.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133645159-004
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.