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
S•••• I••••••••• P••••••• P•••••• P•••
Corporate pensionHouston, TX
Assets
$315M
Total assets, Dec 31, 2024 reported
Funded
121.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S•••• I••••••••• P••••••• U• L••
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
1 firms
- M••••• Actuarythrough 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)
- I••••• R••••••• • M••••••••• I••plan years 2023
- S•••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
Investment management fees
$110,442 (2023-12) · $48,193 (2022-12)
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 | 2,475 | $341M | $309M | 121.4% | $315M | n/a | $315M | n/a |
| 2023 to Dec 31, 2023 | 2,553 | $332M | $319M | 114.5% | $341M | n/a | $341M | n/a |
| 2022 to Dec 31, 2022 | 3,244 | $618M | $426M | 140.7% | $399M | n/a | $399M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 13 50 $237,361 PY2024
- M••••• codes 11 28 50 $71,262 PY2024
- S••• codes 28 50 51 $49,071 PY2024
- Haynes and Boone codes 29 50 $14,562 PY2024
- Alight Solutions LLC codes 14 50 $6,169 PY2024
- S•••• Ip Master Ret Db Pension Trst Sched. D M $315M PY2024
- M••••• codes 11 PY2024
- AON Consulting codes 13 50 $235,126 PY2023
- M••••• codes 11 28 50 $70,097 PY2023
- S••• codes 28 50 51 $66,214 PY2023
- I••••• R••••••• and Management codes 28 50 51 $29,029 PY2023
- S•••• Ip Master Ret Db Pension Trst Sched. D M $341M PY2023
- M••••• codes 11 PY2023
- AON Consulting codes 10 13 50 $206,419 PY2022
- M••••• codes 11 28 50 $92,985 PY2022
- S••• codes 28 50 51 $48,193 PY2022
- S•••• Ip Master Ret Db Pension Trst Sched. D M $399M PY2022
- M••••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship endedinferenceI••••• R••••••• and Management no longer appears on S•••• I••••••••• P••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with I••••• R••••••• • M••••••••• I••askebsa.dol.gov
- Jan 1, 2024Funded status changedS•••• I••••••••• P••••••• P•••••• P••• funded ratio 114.5% -> 121.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedI••••• R••••••• and Management appears on S•••• I••••••••• P••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with I••••• R••••••• • M••••••••• I••askebsa.dol.gov
- Dec 31, 2023Assets changedS•••• I••••••••• P••••••• P•••••• P••• total assets $399M -> $341M (-14.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedS•••• I••••••••• P••••••• P•••••• P••• funded ratio 140.7% -> 114.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedS•••• I••••••••• P••••••• P•••••• P••• plan assets $618M -> $332M (-46.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 331169273-004
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.