Retirement Plan for Employees of Texas Scottish Rite Hospital for Children
Corporate pension, based in Dallas, Texas, reporting $222M in assets, for 669 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Stone Harbor Investment Partners LP no longer appears on Retirement Plan for Employees of Texas Scottish Rite Hospital for Children's Schedule C as investment manager (plan year 2024 vs 2023).
24 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT All Country World Ex-Us Index Fd3 commitments
- Aberdeen Emerging Markets Bond Fund3 commitments
- Ntgi Russell 1000 Index Fund3 commitments
- Northern Trust Investments, Inc.23 commitments
- Aberdeen Asset Management3 commitments
- Stone Harbor Investment Partners LP1 commitment
Relationship network
30 connected entities27 observed commitments11 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 1.5%
- Common/collective trusts 83.3%
- Common stock 13.2%
- Preferred stock 1.1%
Consultants and advisers
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Northern Trust Co. Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.23 rows, latest Jun 30, 2025
- Aberdeen Asset Management3 rows, latest Jun 30, 2025
- Stone Harbor Investment Partners LP1 row, latest Jun 30, 2023
- Aberdeen Asset Managementplan years 2023
- Stone Harbor Investment Partners LPplan years 2023
- VAN Berkom and Associates Incplan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceStone Harbor Investment Partners LP no longer appears on Retirement Plan for Employees of Texas Scottish Rite Hospital for Children's Schedule C as investment manager (plan year 2024 vs 2023)with Stone Harbor Investment Partners LPaskebsa.dol.gov
- Jun 30, 2024Holding startedRetirement Plan for Employees of Texas Scottish Rite Hospital for Children first reports an interest in NT Collective High Yield Fund (Northern Trust Collective Eafe Inde): $20M at 2024-06-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Jun 30, 2024Holding endedinferenceRetirement Plan for Employees of Texas Scottish Rite Hospital for Children no longer reports Stone Harbor High Yld (last held $18M at 2023-06-30; absent from the 2024-06-30 filing)with Stone Harbor High Yldaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NT All Country World Ex-Us Index Fdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $40.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Aberdeen Emerging Markets Bond Fundcollective trust | Aberdeen Asset Management | Fixed income | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ntgi Russell 1000 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $49.8M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 669 | $204M | $212M | 92.2% | $222M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 681 | $189M | $214M | 92.1% | $204M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 696 | $179M | $206M | 94.1% | $189M | Not disclosed | Not disclosed | Not disclosed |
- Nothern Trust Company codes 19 25 28 51 $164,137 PY2024
- Security Capital Research & Mgmt codes 28 $127,412 PY2024
- VAN Berkom & Associates codes 28 $126,244 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Holding in a pooled vehicle started2024-06-30source on record
- Holding in a pooled vehicle ended2024-06-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.