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
The Star Enterprise Retirement Plan
Corporate pensionHouston, TX
Assets
$22.3M
Total assets, Dec 31, 2024 reported
Funded
90.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: Chevron Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 84.2%
- Common stock 0.0%
Consultants and advisers
3 firms
- State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2024 Form 5500
- Northern Trust Co. Directed trusteethrough Dec 31, 2024 Form 5500
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
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Northern Trust Collective Eafe Inde1 rows, latest Dec 31, 2024
Commitments
4 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 | NT Collective Short Term Investmentcollective trust | Northern Trust Collective Eafe Inde | Cash | $374,137 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Acwi Ex USA Index Nl Fndcollective trust | State Street Global Advisors Trust | Pooled vehicles | $5.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci USA Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long US Credit Corp Bond Indx Nl Fdcollective trust | State Street Global Advisors Trust | Private credit | $10.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
11 readings
Total assets
Plan assets
Net assets
Funded ratio
Funding target
Discount rate
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 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 | 434 | $18.5M | $22.5M | 90.4% | $22.3M | $0 | $0 | $0 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Chevron Corporation codes 14 50 $55,989 PY2024
- State Street Global Advisors codes 18 19 51 $35,000 PY2024
- Withum Smith + Brown codes 10 50 $23,140 PY2024
- Willis Towers Watson US LLC codes 11 50 $19,000 PY2024
- Northern Trust Company codes 25 50 $16,642 PY2024
- Long US Credit Corp Bond Indx Nl Fd Sched. D C $10.9M PY2024
- Collective Short Term Investment Fd Sched. D C $374,137 PY2024
- Daily Msci Acwi Ex USA Index Nl Fnd Sched. D C $5.0M PY2024
- Daily Msci USA Index Nl Fund Sched. D C $2.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940890210-002
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.