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
Hydril Company Retirement Plan
Corporate pensionHouston, TX
Assets
$46.0M
Total assets, Dec 31, 2024 reported
Funded
95.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
none on the tape
Plan sponsor: Hydril Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Common/collective trusts 43.6%
- Pooled separate accounts 3.9%
- Registered investment companies 44.1%
Consultants and advisers
2 firms
- Principal Spectrum Asset Management Trusteethrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Aetna Life Insurance Company3 rows, latest Dec 31, 2024
- Blackrock Long Duration Corporate3 rows, latest Dec 31, 2024
- Blackrock Insti. Trust Company, N.A3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Blackrock Insti. Trust Company, N.Aplan years 2022
Commitments
10 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 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Short-Term Investment Fundcollective trust | Blackrock Institutional Trust Company, N.A | Cash | $7,711 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $869,373 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $712,591 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Duration Corporate Credit Screcollective trust | Blackrock Long Duration Corporate | Private credit | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Long Term Govt Bond Index Fundcollective trust | Blackrock Insti. Trust Company, N.A | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$11,217 (2023-12) · $91,326 (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 | 918 | $44.8M | $47.0M | 95.3% | $46.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 934 | $41.7M | $47.7M | 87.3% | $44.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 956 | $56.0M | $47.8M | 117.2% | $41.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Principal Financial Group codes 21 $53,693 PY2024
- Aetna Life Insurance Company codes 53 $36,330 PY2024
- Blackrock Insti. Trust Company, N.A codes 28 51 $7,905 PY2024
- Long Duration Corporate Credit Scre Sched. D C $10.5M PY2024
- Aetna Separate Account 174 Sched. D P $1.8M PY2024
- Long Term Govt. Bond Index Fund Sched. D C $9.5M PY2024
- Short Term Investment Fund Sched. D C $7,711 PY2024
- Mercer codes 11 PY2024
- Principal Financial Group codes 21 $48,939 PY2023
- Aetna Life Insurance Company codes 53 $34,822 PY2023
- Blackrock Insti. Trust Company, N.A codes 28 51 $11,217 PY2023
- Long Duration Corporate Credit Scre Sched. D C $6.0M PY2023
- Aetna Separate Account 174 Sched. D P $869,373 PY2023
- Long Term Govt. Bond Index Fund Sched. D C $5.4M PY2023
- Mercer codes 11 PY2023
- Principal Financial Group codes 21 $52,882 PY2022
- Aetna Life Insurance Company codes 53 $33,951 PY2022
- Blackrock Insti. Trust Company, N.A codes 28 51 $4,493 PY2022
- Long Term Govt. Bond Index Fund Sched. D C $5.2M PY2022
- Aetna Separate Account 174 Sched. D P $712,591 PY2022
- Long Duration Corporate Credit Scre Sched. D C $5.4M PY2022
- Mercer codes 11 PY2022
What changed
4 events
- Dec 31, 2024Holding startedHydril Company Retirement Plan first reports an interest in Short-Term Investment Fund: $7,711 at 2024-12-31with Short-Term Investment Fundaskebsa.dol.gov
- Jan 1, 2024Funded status changedHydril Company Retirement Plan funded ratio 87.3% -> 95.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedHydril Company Retirement Plan funded ratio 117.2% -> 87.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHydril Company Retirement Plan plan assets $56M -> $42M (-25.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 952777268-001
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.