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
Citgo Petroleum Corporation Salaried Employees' Pension Plan
Corporate pensionHouston, TX
Assets
$799M
Total assets, Dec 31, 2024 reported
Funded
100.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Citgo Petroleum Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 98.1%
Consultants and advisers
6 firms
- Curcio Webb Investment adviser (plan)through Dec 31, 2023 Form 5500
- Mercer Pension consultantActuarythrough Dec 31, 2023 Form 5500
- Towers Watson Investment Services, Investment adviser (plan)through Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2023 Form 5500
- Bank of Oklahoma Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Wellington Fdplan years 2022
- JP Morgan Asset Mgmtplan years 2022
- Innovative Legal Solutionsplan years 2022
- Aonplan years 2022
- Reliance Trust Companyplan 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 | 5,568 | $817M | $817M | 100.5% | $799M | n/a | $784M | n/a |
| 2023 to Dec 31, 2023 | 5,406 | $752M | $790M | 100.5% | $818M | n/a | $794M | n/a |
| 2022 to Dec 31, 2022 | 5,265 | $924M | $762M | 108.6% | $729M | n/a | $729M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson codes 27 50 $857,015 PY2024
- Mercer codes 17 50 $445,417 PY2024
- Alight Solutions, LLC codes 49 50 $140,259 PY2024
- AON Consulting Inc. codes 11 50 $91,363 PY2024
- Bokf, Na DBA Bank of Texas codes 21 50 $39,254 PY2024
- Curcio Webb, LLC codes 27 50 $9,736 PY2024
- Innovative Legal Solutions, Inc. codes 49 50 $9,185 PY2024
- Ey codes 10 50 $5,228 PY2024
- Defined Benefit Master Trust Sched. D M $784M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Willis Towers Watson codes 27 50 $459,359 PY2023
- Mercer codes 17 50 $450,833 PY2023
- Bokf, Na DBA Bank of Texas codes 21 50 $153,569 PY2023
- Aon codes 11 50 $77,236 PY2023
- Kpmg codes 10 50 $68,000 PY2023
- Curcio Webb, LLC codes 27 50 $20,493 PY2023
- Ey codes 10 50 $5,228 PY2023
- Defined Benefit Master Trust Sched. D M $794M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Willis Towers Watson codes 27 50 $580,885 PY2022
- Mercer codes 14 50 $290,513 PY2022
- Legal & General Investment Mgmt codes 28 50 51 $209,274 PY2022
- Bokf, Na DBA Bank of Texas codes 21 50 $190,955 PY2022
- Mercer codes 11 50 $127,212 PY2022
- Wellington Management codes 28 50 51 $106,020 PY2022
- Kpmg LLP codes 10 50 $40,500 PY2022
- JP Morgan Asset Mgmt codes 28 50 51 $17,120 PY2022
- Innovative Legal Solutions codes 28 50 51 $7,678 PY2022
- Aon codes 28 50 51 $7,133 PY2022
- Ernst and Young LLP codes 10 50 $5,228 PY2022
- Defined Benefit Master Trust Sched. D M $729M PY2022
- Mercer codes 11 PY2022
What changed
10 events
- Dec 31, 2023Manager relationship endedinferenceAon no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Aonaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLegal & General Investment Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Reliance Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCurcio Webb, LLC appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Asset Mgmt no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with JP Morgan Asset Mgmtaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWellington Management no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Wellington Fdaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMercer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Merceraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceInnovative Legal Solutions no longer appears on Citgo Petroleum Corporation Salaried Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Innovative Legal Solutionsaskebsa.dol.gov
- Dec 31, 2023Assets changedCitgo Petroleum Corporation Salaried Employees' Pension Plan total assets $729M -> $818M (+12.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCitgo Petroleum Corporation Salaried Employees' Pension Plan funded ratio 108.6% -> 100.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCitgo Petroleum Corporation Salaried Employees' Pension Plan plan assets $924M -> $752M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 731173881-004
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.