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
L•• E••••••••• P••••••• I••• P•••••• P•••
Corporate pensionHouston, TX
Assets
$26.1M
Total assets, Dec 31, 2024 reported
Funded
119.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: S••• U• L••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.5%
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
1 managers on Schedule C
From Schedule C (investment management, code 28)
- 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
32 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 | 248 | $28.5M | $25.8M | 119.0% | $26.1M | n/a | $26.0M | n/a |
| 2023 to Dec 31, 2023 | 255 | $27.9M | $27.6M | 111.2% | $28.6M | n/a | $28.5M | n/a |
| 2022 to Dec 31, 2022 | 276 | $37.3M | $28.7M | 126.6% | $25.5M | n/a | $25.4M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••• codes 11 50 $46,000 PY2024
- AON Consulting codes 13 50 $32,252 PY2024
- Alight Solutions LLC codes 14 50 $6,169 PY2024
- S••• Db Pension Master Trust Sched. D M $26.0M PY2024
- M••••• codes 11 PY2024
- M••••• codes 11 50 $45,000 PY2023
- AON Consulting codes 13 50 $25,889 PY2023
- S••• codes 28 50 51 $12,709 PY2023
- Haynes and Boone codes 29 50 $5,724 PY2023
- S••• Db Pension Master Trust Sched. D M $28.5M PY2023
- S•••• Ip Master Ret Db Pension Trst Sched. D M PY2023
- M••••• codes 11 PY2023
- M••••• codes 11 50 $46,800 PY2022
- AON Consulting codes 10 13 50 $17,470 PY2022
- S••• codes 28 50 51 $9,518 PY2022
- S•••• Ip Master Ret Db Pension Trst Sched. D M $25.4M PY2022
- M••••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Manager relationship endedinferenceS••• no longer appears on L•• E••••••••• P••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••askebsa.dol.gov
- Jan 1, 2024Funded status changedL•• E••••••••• P••••••• I••• P•••••• P••• funded ratio 111.2% -> 119.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedL•• E••••••••• P••••••• I••• P•••••• P••• total assets $26M -> $29M (+12.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL•• E••••••••• P••••••• I••• P•••••• P••• funded ratio 126.6% -> 111.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•• E••••••••• P••••••• I••• P•••••• P••• plan assets $37M -> $28M (-25.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 834241533-002
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.