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
Pension Plan for Employees of Sm Energy Company
Corporate pensionDenver, CO
Assets
$60.0M
Total assets, Dec 31, 2024 reported
Funded
100.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: SM Energy Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.8%
- Partnership/joint venture interests 9.3%
- Common/collective trusts 6.6%
- Registered investment companies 69.1%
- Common stock 4.5%
Consultants and advisers
2 firms
- Gallagher Benefit Services, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Agilis Partners LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- 361 Capital LLCplan years 2022
Commitments
6 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 | Principal/blackrock S&p 500 Indexcollective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Allspring St Investment Fund S1collective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal/blackrock S&p 500 Indexcollective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Allspring St Investment Fund S1collective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal/blackrock S&p 500 Indexcollective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $687,394 held | Disclosed holding | askebsa.dol.gov |
Size and funding
32 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 | 378 | $50.4M | $50.8M | 100.6% | $60.0M | $5.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 396 | $40.2M | $48.3M | 90.0% | $50.5M | $1.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 407 | $37.1M | $43.3M | 82.7% | $40.3M | $2.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- 361 Capital LLC codes 28 68 $17,304 PY2024
- Wf/blackrock S&p 500 Index Fund N Sched. D C $4.0M PY2024
- Wells Fargo Short-Term Inv Fund G Sched. D C $3.5M PY2024
- Gallagher Benefit Services, Inc. codes 11 PY2024
- 361 Capital LLC codes 28 68 $14,119 PY2023
- Wells Fargo Short-Term Inv Fund G Sched. D C $6.2M PY2023
- Wf/blackrock S&p 500 Index Fund N Sched. D C $3.2M PY2023
- Agilis codes 11 PY2023
- 361 Capital LLC codes 28 68 $16,208 PY2022
- Wf/blackrock S&p 500 Index Fund N Sched. D C $2.5M PY2022
- Wells Fargo Short-Term Inv Fund G Sched. D C $687,394 PY2022
- Agilis codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedPension Plan for Employees of Sm Energy Company total assets $51M -> $60M (+18.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPension Plan for Employees of Sm Energy Company funded ratio 90.0% -> 100.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPension Plan for Employees of Sm Energy Company plan assets $40M -> $50M (+25.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPension Plan for Employees of Sm Energy Company total assets $40M -> $51M (+25.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPension Plan for Employees of Sm Energy Company funded ratio 82.7% -> 90.0% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 410518430-001
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.