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
National-Oilwell Defined Benefit Pension Plan
Corporate pensionHouston, TX
Assets
$198,463
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
2
none on the tape
Plan sponsor: National Oilwell Varco, L.P.
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- U.S. Government securities 8.1%
- Common/collective trusts 83.4%
Consultants and advisers
3 firms
- Cook Street Consulting, Inc Investment adviser (plan)General consultantthrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Agilis Partners LLCplan years 2023
- Nisa Investment Advisors, LLCplan years 2022
Commitments
2 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, 2023 | Allspring St Investment Fund S1collective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $165,489 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Allspring St Investment Fund S1collective trust | Wells Fargo Bank, N.A. | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
14 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 3,353 | n/a | n/a | n/a | $198,463 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,889 | n/a | n/a | n/a | $200M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson LLC codes 11 50 $600,187 PY2023
- Nisa Investment Advisors LLC codes 28 50 $208,606 PY2023
- Definiti LLC codes 13 50 $170,248 PY2023
- Locke Lord LLP codes 29 50 $144,303 PY2023
- Principal Trust Company codes 15 19 21 50 $40,276 PY2023
- Weaver and Tidwell, LLP codes 10 50 $27,789 PY2023
- Cook Street Consulting, Inc. codes 27 50 $19,892 PY2023
- Agilis codes 28 51 $15,000 PY2023
- Wf/blkrck Short-Term Invt Fund N Sched. D C $165,489 PY2023
- Willis Towers Watson LLC codes 11 50 $662,085 PY2022
- Retirement Horizons, Inc. codes 13 50 $460,532 PY2022
- Nisa Investment Advisors LLC codes 28 50 $291,394 PY2022
- Principal Trust Company codes 15 19 21 50 $150,051 PY2022
- Cook Street Consulting, Inc. codes 16 70 $78,409 PY2022
- Weaver and Tidwell, LLP codes 10 50 $13,802 PY2022
- Wf/blkrck Short-Term Invt Fund N Sched. D C $13.0M PY2022
What changed
2 events
- Dec 31, 2023Manager relationship startedAgilis appears on National-Oilwell Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedNational-Oilwell Defined Benefit Pension Plan total assets $200M -> $198,463 (-99.9%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 760488987-002
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.