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

Retirement Plan for Employees of United Supermarkets, L.L.C.

Corporate pensionLubbock, TX
Assets
$3.4M
Total assets, Dec 31, 2024 reported
Funded
82.5%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: United Supermarkets, L.L.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 96.1%
Consultants and advisers
10 firms
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)
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
29 readings
Total assets
$3.4M Dec 31, 2024 reported Form 5500
$39.5M (2023-12) · $31.0M (2022-12)
Plan assets
$27.5M Jan 1, 2023 reported Form 5500
$42.9M (2022-01)
Net assets
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $27.5M (2022-12)
Funded ratio
82.5% Jan 1, 2023 reported Form 5500
96.8% (2022-01)
Funding target
$36.6M Jan 1, 2023 reported Form 5500
$40.9M (2022-01)
Discount rate
5.17% Jan 1, 2023 reported Form 5500
5.37% (2022-01)
Participants
988 Jan 1, 2024 reported Form 5500
1,043 (2023-01) · 1,109 (2022-01)
Contributions
$850,000 Dec 31, 2024 reported Form 5500
$9.2M (2023-12) · $400,000 (2022-12)
Benefits paid
$1.9M Dec 31, 2024 reported Form 5500
$40.3M (2023-12) · $9.1M (2022-12)
Net investment income
$0 Dec 31, 2024 reported Form 5500
$-27.5M (2023-12) · $-15.5M (2022-12)
Investment management fees
$717,010 Dec 31, 2024 reported Form 5500
$281,750 (2023-12) · $58,507 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024988n/an/an/a$3.4Mn/a$3.3Mn/a
2023 to Dec 31, 20231,043$27.5M$36.6M82.5%$39.5Mn/a$28.5Mn/a
2022 to Dec 31, 20221,109$42.9M$40.9M96.8%$31.0Mn/a$28.8Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Assets changed
    Retirement Plan for Employees of United Supermarkets, L.L.C. total assets $40M -> $3M (-91.4%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Morgan Stanley Investment Managemen no longer appears on Retirement Plan for Employees of United Supermarkets, L.L.C.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Mgt Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Retirement Plan for Employees of United Supermarkets, L.L.C. total assets $31M -> $40M (+27.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Employees of United Supermarkets, L.L.C. funded ratio 96.8% -> 82.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of United Supermarkets, L.L.C. plan assets $43M -> $27M (-36.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 750916445-001
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.