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

U.S. Silica Company Retirement Plan

Corporate pensionKaty, TX
Assets
$69.0M
Total assets, Dec 31, 2024 reported
Funded
86.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: U.S. Silica Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 34.1%
  • U.S. Government securities 8.7%
  • Other investments 0.0%
  • Common/collective trusts 2.9%
  • Registered investment companies 52.9%
Consultants and advisers
5 firms
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
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Government Short Termcollective trustNorthern Trust Collective Eafe IndeCash$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023NT Collective Government Short Termcollective trustNorthern Trust Collective Eafe IndeCash$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022NT Collective Government Short Termcollective trustNorthern Trust Collective Eafe IndeCash$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$69.0M Dec 31, 2024 reported Form 5500
$69.1M (2023-12) · $90.9M (2022-12)
Plan assets
$69.1M Jan 1, 2024 reported Form 5500
$90.9M (2023-01) · $121M (2022-01)
Net assets
$69.0M Dec 31, 2024 reported Form 5500
$69.1M (2023-12) · $90.9M (2022-12)
Funded ratio
86.8% Jan 1, 2024 reported Form 5500
86.8% (2023-01) · 100.3% (2022-01)
Funding target
$86.2M Jan 1, 2024 reported Form 5500
$113M (2023-01) · $114M (2022-01)
Discount rate
5.07% Jan 1, 2024 reported Form 5500
5.18% (2023-01) · 5.34% (2022-01)
Participants
577 Jan 1, 2024 reported Form 5500
1,125 (2023-01) · 1,157 (2022-01)
Contributions
$3.2M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $2.0M (2022-12)
Benefits paid
$6.5M Dec 31, 2024 reported Form 5500
$31.1M (2023-12) · $9.4M (2022-12)
Net investment income
$-168,647 Dec 31, 2024 reported Form 5500
$-21.8M (2023-12) · $-30.0M (2022-12)
Investment management fees
$63,549 Dec 31, 2024 reported Form 5500
$60,290 (2023-12) · $806 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024577$69.1M$86.2M86.8%$69.0Mn/an/an/a
2023 to Dec 31, 20231,125$90.9M$113M86.8%$69.1Mn/an/an/a
2022 to Dec 31, 20221,157$121M$114M100.3%$90.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    Ryan Labs Asset Managemant no longer appears on U.S. Silica Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ryan Labs Asset Managementaskebsa.dol.gov
  • Jan 1, 2024Assets changed
    U.S. Silica Company Retirement Plan plan assets $91M -> $69M (-24.0%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Manager relationship started
    Ryan Labs Asset Managemant appears on U.S. Silica Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ryan Labs Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    U.S. Silica Company Retirement Plan total assets $91M -> $69M (-24.0%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    U.S. Silica Company Retirement Plan funded ratio 100.3% -> 86.8% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    U.S. Silica Company Retirement Plan plan assets $121M -> $91M (-24.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 230958670-028
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.