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
C•••••••• R••••••• C••••• U•••• P•••••• P•••
Corporate pensionBaytown, TX
Assets
$35.7M
Total assets, Dec 31, 2024 reported
Funded
110.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: C•••••••• R••••••• C••••• U••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 30.2%
- Pooled separate accounts 69.8%
Consultants and advisers
3 firms
- G•••••••• F•••••••• A••••••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- S••••••• F•••••••• G•••• Actuarythrough Dec 31, 2022 Form 5500
- S••••••• R••••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- S••••••• R••••••••• S•••••••3 rows, latest Dec 31, 2024
Commitments
3 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 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S••••••• A•••••• a•separate account | S••••••• R••••••••• S••••••• | Pooled vehicles | $20.4M held | Disclosed holding | askebsa.dol.gov |
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 | 159 | $32.6M | $12.6M | 110.8% | $35.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 201 | $29.6M | $12.8M | 105.9% | $32.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 205 | $34.8M | $11.5M | 121.3% | $29.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $122,801 PY2024
- G•••••••• F•••••••• A•••••••, LLC codes 27 70 $83,726 PY2024
- Pooled S••••••• A•••••• a• Sched. D P $24.9M PY2024
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2024
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $133,836 PY2023
- G•••••••• F•••••••• A•••••••, LLC codes 27 70 $19,620 PY2023
- Pooled S••••••• A•••••• a• Sched. D P $23.5M PY2023
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2023
- S••••••• F•••••••• G•••• codes 11 12 15 18 50 $158,480 PY2022
- Pooled S••••••• A•••••• a• Sched. D P $20.4M PY2022
- S••••••• R••••••••• S•••••••, Inc. codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedC•••••••• R••••••• C••••• U•••• P•••••• P••• funded ratio 105.9% -> 110.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC•••••••• R••••••• C••••• U•••• P•••••• P••• plan assets $30M -> $33M (+10.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceG•••••••• F•••••••• A•••••••, LLC appears on C•••••••• R••••••• C••••• U•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with G•••••••• F•••••••• A•••••••askebsa.dol.gov
- Dec 31, 2023Assets changedC•••••••• R••••••• C••••• U•••• P•••••• P••• total assets $30M -> $33M (+10.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedC•••••••• R••••••• C••••• U•••• P•••••• P••• funded ratio 121.3% -> 105.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•••••••• R••••••• C••••• U•••• P•••••• P••• plan assets $35M -> $30M (-15.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 741109927-001
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.