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
Invista Pension Plan for Certain Grandfathered Employees
Corporate pensionWichita, KS
Assets
$363M
Total assets, Dec 31, 2024 reported
Funded
124.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: INV Management Services, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 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 | 2,772 | $396M | $333M | 124.7% | $363M | n/a | $363M | n/a |
| 2023 to Dec 31, 2023 | 2,795 | $406M | $345M | 123.9% | $395M | n/a | $395M | n/a |
| 2022 to Dec 31, 2022 | 2,837 | $467M | $347M | 124.4% | $406M | n/a | $406M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions, LLC codes 15 $112,425 PY2024
- Bank of New York Mellon codes 18 21 $38,539 PY2024
- Cbiz CPAS P.C. codes 10 $35,721 PY2024
- Willis Towers Watson US, LLC codes 11 $27,325 PY2024
- Koch Companies Db Master Trust Sched. D M $363M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Alight Solutions, LLC codes 15 $134,708 PY2023
- Bank of New York Mellon codes 18 21 $72,041 PY2023
- Willis Towers Watson US, LLC codes 11 $27,325 PY2023
- Cbiz CPAS P.C. codes 10 $17,905 PY2023
- Koch Companies Db Master Trust Sched. D M $395M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Alight Solutions, LLC codes 15 $111,009 PY2022
- Willis Towers Watson US, LLC codes 11 $39,055 PY2022
- Mayer Hoffman Mccann PC codes 10 $17,700 PY2022
- Bank of New York Mellon codes 18 21 $13,780 PY2022
- Koch Ind Inc Pen Ret Plan Master Tr Sched. D M $406M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedInvista Pension Plan for Certain Grandfathered Employees plan assets $467M -> $406M (-12.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 851507460-001
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.