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

QEP Resources, Inc. Retirement Plan

Corporate pensionMidland, TX
Assets
$91.0M
Total assets, Dec 31, 2022 reported
Funded
136.8%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
11
none on the tape
Plan sponsor: QEP Resources, Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Common/collective trusts 97.3%
  • Registered investment companies 2.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$647,444 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022US Small Cap Opportunistic Value Eqcollective trustThe Bank of New York MellonHedge / diversifiers$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym-M Db Sl Lt Govt Bifcollective trustBNY MellonPooled vehicles$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym-M Db Sl Mc Sifcollective trustBNY MellonPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Dv Large Cap Stock Index Fundcollective trustBNY MellonPublic equity$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BNY Mellon Int'l Equity Multi-Stratcollective trustBNY MellonPublic equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym-M Db Sl Intl Sifcollective trustBNY MellonPooled vehicles$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Dv High Yield Fundcollective trustBNY MellonFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BNY Mellon Long Duration Fundcollective trustBNY MellonFixed income$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II US Inv Grade Corp Long Bcollective trustWellington FdPooled vehicles$13.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym-M Db Sl Lt Credit Bifcollective trustBNY MellonPrivate credit$27.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$91.0M Dec 31, 2022 reported Form 5500
Plan assets
$125M Jan 1, 2022 reported Form 5500
Net assets
$90.7M Dec 31, 2022 reported Form 5500
Funded ratio
136.8% Jan 1, 2022 reported Form 5500
Funding target
$90.4M Jan 1, 2022 reported Form 5500
Discount rate
5.40% Jan 1, 2022 reported Form 5500
Participants
214 Jan 1, 2022 reported Form 5500
Contributions
$0 Dec 31, 2022 reported Form 5500
Benefits paid
$6.2M Dec 31, 2022 reported Form 5500
Net investment income
$-34.6M Dec 31, 2022 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Dec 31, 2022214$125M$90.4M136.8%$91.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • The Bank of New York Mellon codes 21 33 50 62 $400,075 PY2022
  • Willis Towers Watson US LLC codes 11 17 50 $80,679 PY2022
  • Causey Demgen & Moore Inc codes 10 50 $15,500 PY2022
  • EB Long Term Govt Sched. D C $8.0M PY2022
  • Daily Value Mid Cap Stock Index Sched. D C $4.6M PY2022
  • Daily Value Large Cap Stock Index Sched. D C $7.3M PY2022
  • Int'l Equity Multi Strategy Sched. D C $2.3M PY2022
  • Daily Value Int'l Markets Stock Sched. D C $3.7M PY2022
  • Bynm-M Db Sl High Yield Fund Sched. D C $3.6M PY2022
  • Bnym Long Duration Sched. D C $13.9M PY2022
  • Wellington Trust Corp Long Bond Sched. D C $13.8M PY2022
  • Long Term Credit Bond Index Sched. D C $27.9M PY2022
  • Temporary Investment Sched. D C $647,444 PY2022
  • US Small Cap Opportunistic Value Eq Sched. D C $2.7M PY2022
  • AON Consulting, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 870287750-001
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.