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

Retirement Plan for Employees of Southwest Gas Corporation

Corporate pensionLAS Vegas, NV
Assets
$1.2B
Total assets, Jul 31, 2025 reported
Funded
94.4%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
25
none on the tape
Plan sponsor: Southwest Gas Corporation
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • U.S. Government securities 0.7%
  • Insurance company general account 0.2%
  • Common/collective trusts 97.2%
  • Registered investment companies 1.9%
Consultants and advisers
4 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
25 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jul 31, 202514 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$206M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025World Equity Fundcollective trustRussell Trust CompanyPublic equity$206M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$47.1M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$56.5M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$92.0M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$129M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$34.9M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$213M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2025Russell 10-15 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$157M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 202414 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$202M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024World Equity Fundcollective trustRussell Trust CompanyPublic equity$241M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$29.8M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$56.3M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$109M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$157M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$322M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 202314 Year Ldi Fixed Income Fundcollective trustRussell Investments Trust CompanyFixed income$81.0M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023World Equity Fundcollective trustRussell Trust CompanyPublic equity$294M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Russell 15-20 Yr Strips Fxd Inc Fdcollective trustRussell Investments Trust CompanyPooled vehicles$26.3M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Emerging Markets Fundcollective trustRussell Trust CompanyPublic equity$70.3M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Russell International Fundcollective trustRussell Trust CompanyPooled vehicles$127M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Russell 1000 Index Fund-Series Icollective trustRussell Trust CompanyPooled vehicles$173M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Russell Small Cap Fundcollective trustRussell Trust CompanyPublic equity$36.3M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Russell 25 Plus Yr Strips Fixed Inccollective trustRussell Investments Trust CompanyFixed income$315M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$1.2B Jul 31, 2025 reported Form 5500
$1.2B (2024-07) · $1.2B (2023-07)
Plan assets
$1.2B Aug 1, 2024 reported Form 5500
$1.1B (2023-08) · $1.1B (2022-08)
Net assets
$1.2B Jul 31, 2025 reported Form 5500
$1.2B (2024-07) · $1.1B (2023-07)
Funded ratio
94.4% Aug 1, 2024 reported Form 5500
105.4% (2023-08) · 110.3% (2022-08)
Funding target
$1.1B Aug 1, 2024 reported Form 5500
$1.1B (2023-08) · $1.1B (2022-08)
Discount rate
5.33% Aug 1, 2024 reported Form 5500
5.30% (2023-08) · 5.46% (2022-08)
Participants
4,577 Aug 1, 2024 reported Form 5500
4,667 (2023-08) · 4,774 (2022-08)
Contributions
$25.0M Jul 31, 2025 reported Form 5500
$36.5M (2024-07) · $56.0M (2023-07)
Benefits paid
$68.7M Jul 31, 2025 reported Form 5500
$71.0M (2024-07) · $70.4M (2023-07)
Net investment income
$-7.2M Jul 31, 2025 reported Form 5500
$32.8M (2024-07) · $-1.3M (2023-07)
Investment management fees
$2.8M Jul 31, 2025 reported Form 5500
$2.8M (2024-07) · $3.1M (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 20254,577$1.2B$1.1B94.4%$1.2Bn/an/an/a
2023 to Jul 31, 20244,667$1.1B$1.1B105.4%$1.2Bn/an/an/a
2022 to Jul 31, 20234,774$1.1B$1.1B110.3%$1.2Bn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Russell Investments codes 28 50 51 $2.8M PY2024
  • Aon codes 11 50 $721,317 PY2024
  • Bank of New York Mellon codes 21 50 $151,365 PY2024
  • Morgan Stanley codes 50 71 $56,660 PY2024
  • Mcconnell & Jones codes 10 50 $22,350 PY2024
  • Ritc Intl Fd Sched. D C $92.0M PY2024
  • 14 Year Ldi Fixed Income Fund Sched. D C $206M PY2024
  • World Equity Fund Sched. D C $206M PY2024
  • Ritc 15 to 20 Yr Strips Fixed in Fd Sched. D C $47.1M PY2024
  • Ritc Emerging Mkts Fd Sched. D C $56.5M PY2024
  • Ritc Russ Inv Russ 1000 Ind Fd Sr I Sched. D C $129M PY2024
  • Ritc Small Cap Fd Sched. D C $34.9M PY2024
  • 25+ Year Strips Fixed Income Fund Sched. D C $213M PY2024
  • Ritc 10 to 15 Yr Strips Fixed Sched. D C $157M PY2024
  • AON Consulting, Inc. codes 11 PY2024
  • Russell Investments codes 28 50 51 $2.8M PY2023
  • Aon codes 11 50 $693,590 PY2023
  • Bank of New York Mellon codes 21 50 $122,457 PY2023
  • Morgan Stanley codes 50 71 $34,825 PY2023
  • Mcconnell & Jones codes 10 50 $21,270 PY2023
  • Ritc Small Cap Fd Sched. D C $30.0M PY2023
  • 14 Year Ldi Fixed Income Fund Sched. D C $202M PY2023
  • World Equity Fund Sched. D C $241M PY2023
  • Ritc 15 to 20 Yr Strips Fixed in Fd Sched. D C $29.8M PY2023
  • Ritc Emerging Mkts Fd Sched. D C $56.3M PY2023
  • Ritc Intl Fd Sched. D C $109M PY2023
  • Ritc Russ Inv Russ 1000 Ind Fd Sr I Sched. D C $157M PY2023
  • 25+ Year Strips Fixed Income Fund Sched. D C $322M PY2023
  • AON Consulting, Inc. codes 11 PY2023
  • Russell Investments codes 28 50 51 $3.1M PY2022
  • Aon codes 11 50 $751,495 PY2022
  • Bank of New York Mellon codes 21 50 $115,690 PY2022
  • Mcconnell & Jones codes 10 50 $20,130 PY2022
  • Mony Life Insurance Company codes 18 50 $9,676 PY2022
  • Ritc Intl Fd Sched. D C $127M PY2022
  • Ritc Russ Inv Russ 1000 Ind Fd Sr I Sched. D C $173M PY2022
  • Ritc Small Cap Fd Sched. D C $36.3M PY2022
  • 28 to 29 Yr Strips Fixed Income Fd Sched. D C PY2022
  • 14 Year Ldi Fixed Income Fund Sched. D C $81.0M PY2022
  • 25+ Year Strips Fixed Income Fund Sched. D C $315M PY2022
  • World Equity Fund Sched. D C $294M PY2022
  • Ritc 15 to 20 Yr Strips Fixed in Fd Sched. D C $26.3M PY2022
  • Ritc Emerging Mkts Fd Sched. D C $70.3M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
3 events
  • Jul 31, 2025Holding started
    Retirement Plan for Employees of Southwest Gas Corporation first reports an interest in Russell 10-15 Yr Strips Fxd Inc Fd: $157M at 2025-07-31
    with Russell 10-15 Yr Strips Fxd Inc Fdaskebsa.dol.gov
  • Aug 1, 2024Funded status changed
    Retirement Plan for Employees of Southwest Gas Corporation funded ratio 105.4% -> 94.4% (2023-08-01 to 2024-08-01)
    askebsa.dol.gov
  • Aug 1, 2023Funded status changed
    Retirement Plan for Employees of Southwest Gas Corporation funded ratio 110.2% -> 105.4% (2022-08-01 to 2023-08-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 880085720-001
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.