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.
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Corporate pension
K••••• M••••• R••••••••• P••• a•
Corporate pensionHouston, TX
Assets
$1.2B
Total assets, Dec 31, 2024 reported
Funded
85.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: K••••• M•••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.9%
Consultants and advisers
2 firms
- N••••••• T•••• C•• Directed trusteethrough Dec 31, 2022 Form 5500
- M••••• 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)
- M•••••plan years 2022
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
33 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 | 8,901 | $1.1B | $1.3B | 85.9% | $1.2B | n/a | $1.2B | n/a |
| 2023 to Dec 31, 2023 | 10,646 | $1.2B | $1.5B | 84.5% | $1.2B | n/a | $1.2B | n/a |
| 2022 to Dec 31, 2022 | 12,788 | $1.6B | $1.5B | 96.7% | $1.2B | n/a | $1.2B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• Investment Consulting codes 28 50 $1.3M PY2024
- Telus Health codes 14 50 $437,022 PY2024
- N••••••• Trust Company codes 25 50 51 52 62 68 $309,011 PY2024
- M••••• (US) Inc. codes 11 17 50 $116,929 PY2024
- Mcconnell & Jones, LLP codes 10 50 $33,044 PY2024
- Stoel Rives LLP codes 29 50 $20,370 PY2024
- K••••• M••••• Retirement P••• Maste Sched. D M $1.2B PY2024
- M••••• codes 11 PY2024
- M••••• Investment Consulting codes 28 50 $1.4M PY2023
- Lifeworks codes 14 50 $444,252 PY2023
- N••••••• Trust Company codes 25 50 51 52 62 68 $260,188 PY2023
- M••••• (US) Inc. codes 11 17 50 $210,197 PY2023
- Stoel Rives LLP codes 29 50 $36,384 PY2023
- Mcconnell Jones codes 10 50 $31,075 PY2023
- Willis Towers Watson codes 14 50 $6,370 PY2023
- HAM, Langston, & Brezina LLP codes 10 50 $5,333 PY2023
- K••••• M••••• Retirement P••• Maste Sched. D M $1.2B PY2023
- M••••• codes 11 PY2023
- M••••• Investment Consulting codes 28 50 $1.7M PY2022
- Lifeworks codes 14 50 $574,335 PY2022
- N••••••• Trust Company codes 25 50 51 52 62 68 $253,510 PY2022
- M••••• (US) Inc. codes 11 17 50 $121,370 PY2022
- Stoel Rives LLP codes 29 50 $23,274 PY2022
- HAM, Langston & Brezina LLP codes 10 50 $21,398 PY2022
- K••••• M••••• Retirement P••• Maste Sched. D M $1.2B PY2022
- M••••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedK••••• M••••• R••••••••• P••• a• funded ratio 96.7% -> 84.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedK••••• M••••• R••••••••• P••• a• plan assets $1.6B -> $1.2B (-25.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 800682103-004
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.